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Connected Wealth lies at the heart of all we do.
Your money decisions reflect, reveal and enable what is important to you. Your goals and needs, dreams and fears, attitudes, and the role you play in your community are all inherently connected to how you earn, save, and spend. This is what we call ‘Connected Wealth’ – the fact that each financial decision is connected through invisible threads to other aspects of your life.
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Our professional, objective and globally integrated advice connects you to more.
Our globally integrated advice makes these threads more visible and therefore more manageable. It also connects you to the solutions, services and expertise that you need to make the most of your money and achieve your definition of success.
We have the support of Nedbank Group’s financial strength and breadth of expertise.
This means you have access to more insights, more expertise, and more ways to connect your current financial reality to the future you want. We connect you to technical expertise, global opportunities and a wide range of solutions and services from across Nedbank and from leading providers.
Your priorities are the foundation of our globally integrated and advice-led approach.
Whether you are making money decisions to achieve a personal goal, taking care of your family, uplifting your community or growing your business, we will connect you to more. As a Nedbank Financial Planning client, you have access to international opportunities and expertise to diversify your wealth. Your local Nedbank financial planner is supported by an international team of experts to help ensure you make the most of your wealth and international opportunities.
Our offering includes the following:
We provide advice and services in the following ways: