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
-
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
Financial planning 101
We also offer