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
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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.
- Financial advice fees and fee guidelines are 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
We also offer
Local GoalStandard Funds
Investing that is goals-based focuses on helping you meet your personal and lifestyle goals.
Global GoalStandard Funds
Achieve your dreams by having access to global financial markets.