Financial planning

Reaching your financial goals is all about planning how you’re going to get there. But you don’t have to take this journey on your own. Our financial consultants can look at your needs and tailor a plan that helps you reach your goals while protecting your family’s interests.

Protect what matters most - Life cover
As the cornerstone of any financial plan, life cover prepares you and your family for the unexpected – from cash payouts in the event of death, disability, critical illness or retrenchment, to income protection from illness or injury.

Grow your money - Investment planning
Whatever your financial goal, we’ll put a goal-based investment strategy in place, aimed at getting you the growth you need. What you save while you're working is what you'll live off when you retire. It's important to save early, and save smart. With good pre- and post-retirement planning, you can maintain the standard of living you want for your family.

Estate planning
You work hard for years to build your wealth. We can help you preserve it. Get sound advice on your will or trust and planning your estate, and know that your family's finances are left in professional hands.

GoalStandard Funds
Choose from nine actively managed unit trust funds that allow you to create a different investment strategy for each of your financial goals.

Want to speak to a financial consultant? 
SMS* ‘PLAN’ and your name to 31791, or send us your details and we’ll call you back.

^{*Standard SMS rates apply. Free and bundled SMSs do not apply.
Financial planning services are offered through Standard Bank Financial Consultancy, an authorised financial services provider FSP 3825.}