A complete view.
A personal plan.

Bring your goals, current commitments and longer-term priorities together in a financial plan.

Discuss investment solutions in the context of your objectives, time horizon and approach to risk.

Review the steps towards retirement and the income you may need when you get there.

Consider protection for the financial impact of death, disability or a severe illness.

Explore medical aid and gap cover in relation to your needs and existing healthcare arrangements.

Discuss insurance for your home, vehicle and personal belongings.

Consider cover for business assets, liabilities and the risks of day-to-day operations.

Plan your Will, estate, beneficiaries and legacy. Simple Will drafting is available to qualifying First Consult clients at no drafting cost, together with safekeeping. Specialist legal, tax or accounting assistance can be facilitated where required.

Explore employee benefit arrangements for your organisation and its people.

Consider continuity planning and protection for key people and business interests.

Authorised for applicable deposit products within the scope of FSP 44958. Banking should form part of the financial picture—not sit outside it.

Speak to the team about specialist cover and emerging risks, including cyber risk.