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< R10m annual turnover

For My Business

> R10m annual turnover

Please select

For My Business

< R10m annual turnover

For My Business

> R10m annual turnover

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Savings and Investments

Save and Invest 3PIM (3rd Party Investment Manager)


Overdraft Loans Debtor Finance Leveraged Finance Private Equity Vumela Securities Based Lending Selective Invoice Discounting Asset Based Finance Alternative Energy Solutions Commercial Property Finance Fleet Services



For my employees

Staffing Solutions Employee benefits

Forex + Trade

Foreign Exchange International Trade Structured Trade + Commodity Finance Business Global Account (CFC account)

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Connect my business the dti initiatives Enterprise and supplier development Business Hub eBucks Rewards for Business DocTrail™ CIPC Integration Channel Instant Accounting Solutions Instant Payroll Instant Cashflow Instant Invoicing SLOW 24/7 Business Desk FNB Business Fundaba nav» Marketplace Prepaid products Accounting integrations

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Financial Planning


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Corporates + Public Sector

Corporate Public Sector

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Private Banking

Private Banking

All savings + investment accounts

Cash deposits

Notice deposits Immediate access Access to a portion Fixed deposits

Share investing


Tax-free investing

Tax-free accounts

Funds/unit trusts

Ashburton specialised products

Invest abroad

Offshore products

I want to save for

Personal goals Child's education Emergencies Tax-free

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Financial planning


FNB First Protect
087 577 4117

Business insurance
087 577 4777

Wealth and fiduciary

Giving your business access to personalised service

Wealth and fiduciary services offer access to banking, fiduciary, lending, wealth specialists and personalised service.

Understanding fiduciary services

Protection for all life stages

As your life changes there are various financial implications you should consider.

Your life stage Financial consideration
Newly married / new partnership You need to protect your spouse's right to jointly purchased assets through your will
Divorced or separated It is important that you review and update past planning, especially your will
Children If your children are minors (under 18), you need to ensure that the assets they inherit are protected through your will
Substantial assets and / or assets which have potential to grow You need to look at implementing structures to protect and secure your assets for future generations and to reduce taxes through Estate planning
Growing wealth Planning keeps taxes, especially Estate Duty, to a minimum
Owning your own business You need to provide for succession planning after your death, through your will

What you get

Guidance in everything from Estate Planning to drafting a Will



You owe it to yourself and your loved ones to ensure that the wealth that you have accumulated is protected.




Estate Planning

  • Will Drafting
  • Trust Formation
  • Estate Duty Calculation and Liquidity Analysis
  • Succession Planning
  • Trusteeships
  • Administration of Deceased
  • Estate Tax Planning


Offshore Estate Planning

  • Will Drafting
  • Trust Formation
  • Offshore Company Structuring

Applying made easy

Wealth and fiduciary

Qualifying criteria

Existing FNB bank account

Ways to apply

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Other ways to apply


Email us

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Documents needed

As long as you have an existing FNB bank account, no documents are required. All contracting is done telephonically so there are no forms to sign either