Investment Planning

Using a goals-based approach, our investment professionals can help you change the way you think about money, targeting how best to achieve the lifestyle you want.

Goals-based investing brings you that much closer to achieving your lifestyle goals.

To access expert advice to help plan your investments, have one of our financial advisors call you back.

Some of the benefits

Goals-based

Your investment goals are at the centre of the advice process

Investment focus

You get discipline, confidence and clarity in your investment plan

Personalised solution

Align your investments with your goals

Solution choice

Choose from a wide range of solutions to help you achieve your goals

What you get

Your customised financial needs analysis
Recommendations based on investment planning solutions that are tailored to your needs
Financial planning advice to help you achieve your investment goals

Terms and conditions, risks and limitations apply.

What it costs

Financial advice fees and fee guidelines are 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

Your customised financial needs analysis
Recommendations based on investment planning solutions that are tailored to your needs
Financial planning advice to help you achieve your investment goals

Terms and conditions, risks and limitations apply.