Goals-based financial planning
We can help you in creating a financial plan that enables you to achieve specific goals.
Start building your goals-based financial plan.
Let us call you back to start you on the right path.
Some of the benefits
Target goals
Create a different investment strategy for each of your goals
Client focused
You and your family’s needs are a priority in the planning process
Personalised solutions
Align investment solution choices with your goals
Focused mindset
View your investments as a means to reaching your lifestyle and financial goals
What you get
- A customised financial needs analysis
- We provide you with the advice and investment solutions to achieve your financial goals
Terms and conditions, risks and limitations apply.
What it Costs
- Financial advice fees and fee guidelines will be shared in your quote and policy documents
How to get it
- Complete a Call me back and we’ll be in touch
- Call us on 0860 034 778
- Contact us on [email protected]
- Speak to a Standard Bank Financial Advisor at your nearest branch
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What you get
-
What it Costs
-
How to get it
- A customised financial needs analysis
- We provide you with the advice and investment solutions to achieve your financial goals
Terms and conditions, risks and limitations apply.
- Financial advice fees and fee guidelines will be shared in your quote and policy documents
- Complete a Call me back and we’ll be in touch
- Call us on 0860 034 778
- Contact us on [email protected]
- Speak to a Standard Bank Financial Advisor at your nearest branch
When life happens
Life Events
We can help you plan and prepare financially for those significant events in your life.
Your financial life all in one app
Take control of your financial life with the My360 app.
Financial planning 101
Understanding the financial planning process
When you have the knowledge of why we do what we do, you’ll be in a better position to make informed decisions.
We also offer
Share Trading
When it comes to investments, we know that one size does not fit all. We have the investment expertise and solutions to help you capitalise on both local and global opportunities and to help you achieve financial independence
Bespoke solutions
We use investment expertise and market knowledge to find and take advantage of the best risk-adjusted returns to grow the investments within your portfolio.