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Fedgroup

Phone

phone +27 (11) 305 2300

Email

emailinfo@fedgroup.co.za

Head office

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89 Bute Lane,
Sandown,
Sandton,
Gauteng,
2196,
South Africa

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Copyright © Fedgroup 2025. All rights reserved.

Fedgroup is an authorised financial services provider.

Financial and Estate Planning

Create certainty. Secure your legacy.

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Plan for certainty

What is Financial and Estate Planning?

Estate and legacy planning is about understanding your current and future financial needs and developing solutions that meet your objectives and cater for any eventuality, ensuring that your long-term objectives and goals are met, and your wishes are honoured.

It is about more than managing your wealth – it’s about creating certainty, continuity, and security for yourself and those you care about. From protecting your assets and honouring your wishes, to ensuring the smooth transfer of wealth across generations, Fedgroup offers a holistic suite of services designed to bring peace of mind at every state.

Our professional fiduciary services in South African include estate administration and planning, Will drafting, trust administration, and wealth management with human-centred support, helping you safeguard your legacy while making confident financial decisions for the future.

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Looking ahead

Our fiduciary services in South Africa

Our holistic fiduciary services include estate planning, trust administration, drafting Wills and specialised wealth management for high-net-worth individuals to ensure you build wealth, protect your assets, and leave the legacy you want.

Trusts

Trusts

Expert administration of Inter Vivos, Testamentary, and Settlement Trusts. Set up a Trust to protect your wealth, provide for dependants, and ensure settlements are managed responsibly.

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Wills and Estates

Wills and Estates

As a fiduciary specialist, we can help you draft a legally binding Will, plan for guardianship, and offer professional estate administration that ensures your wishes are honoured and your family is supported.

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Wealth Advisory

Wealth Advisory

Exclusive private wealth strategies designed to preserve assets, capture international opportunities, and assist with estate and legacy planning for high-net-worth individuals.

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Why choose Fedgroup?

Financial Planning that works

At Fedgroup, we understand that finance is personal and estate planning is about more than money. That’s why we go beyond technical expertise to provide solutions built on trust, transparency, and care, ensuring your needs are met.

Our decades of experience are matched with the human touch: from compassionate Settlement Trust administration to bespoke wealth strategies that span generations. Whether you’re planning for dependants, protecting your assets, or navigating global opportunities, our integrated services ensure every element of your financial journey works together seamlessly. Our dedicated team offer ongoing support and work with you to ensure that the solutions we develop are tailored to your unique needs.

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Still not sure?

Contact us for financial planning services

Whether you’re looking to draft a Will, set up a Trust, or structure a comprehensive private wealth strategy, our team is here to make the process simple and accessible.

Speak to your financial advisor
Speak to your financial advisor

Good financial advice is priceless. Speak to your financial advisor to find the best product to suit your needs.

Don’t have an advisor? Reach out to our team and we’ll connect you with someone!

Speak to us
Speak to us

Do you need help or have some questions? No problem. Our friendly team is here to help!

Call us on:

phone
(011) 305 2454

Or email us at

emaillegacy@fedgroup.co.za

Monday – Friday,

08:00 – 17:00

Speak to your financial advisor
Speak to your financial advisor

Good financial advice is priceless. Speak to your financial advisor to find the best product to suit your needs.

Don’t have an advisor? Reach out to our team and we’ll connect you with someone!

Speak to us
Speak to us

Do you need help or have some questions? No problem. Our friendly team is here to help!

Call us on:

phone
(011) 305 2454

Or email us at

emaillegacy@fedgroup.co.za

Monday – Friday,

08:00 – 17:00

Got questions? You’ve come to the right place!

FAQs – answered

We’ve answered some of the most frequently asked questions about our Financial and Estate Planning services to help you plan with confidence.

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Solutions designed for you

Explore our other financial services

As a specialist financial services provider, Fedgroup offers a broad range of solutions to complement your Financial and Estate Planning journey.

Fedgroup Investments

Develop robust portfolios

Fedgroup Investments

A range of investment products to suit a variety o...

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Employee Benefits

Invest in their future

Employee Benefits

A holistic suite of Employee Benefits to help you ...

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Fedgroup Private Capital

Realise your ambitions

Fedgroup Private Capital

Flexible, tailored, asset-backed finance that’s th...

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Knowledge is power

Financial news and insights

Empower yourself with these educational and insightful articles about market trends, investment news, contributions from our thought leaders, and exciting announcements.

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news

2 min

Why you need a financial advisor in South Africa | Blog
Industry insights

Why you need a financial advisor in South Africa | Blog

Unpacking the value of sound financial advice when making decisions about your m...

Financial services

Investing

Personal finance

14 November 2025

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podcasts

54 min

Offshore Off Script Episode 1
Industry insights

Offshore Off Script Episode 1

Fedgroup, in partnership with Verum Capital, peels back the curtain on offshore ...

Investing

Personal finance

Portfolio development

Alternative assets

20 June 2025

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podcasts

35 min

Offshore Off Script Episode 2
Industry insights

Offshore Off Script Episode 2

Get clear, no-nonsense insights on one of the most sought-after asset classes in...

Alternative assets

Financial services

Portfolio development

31 October 2025

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news

3 min

De-linking your portfolio from the stock market
Industry insights

De-linking your portfolio from the stock market

Looking for shelter from market noise? Explore resilient food and energy assets ...

Alternative assets

3 April 2024

www.moneyweb.co.za

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news

2 min

An alternative way to play your retirement cards
Industry insights

An alternative way to play your retirement cards

How do you structure a long-term investment strategy that doesn’t rely exclusive...

Alternative assets

Investing

13 November 2025

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news

2 min

Are your financial goals tracking with your investment strategy?
Thought leadership

Are your financial goals tracking with your investment strategy?

Why you should review your goals yearly to ensure your investment strategy suppo...

Investing

Portfolio development

13 November 2025

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news

4 min

Live your money story, your way
Thought leadership

Live your money story, your way

Five practical tools to reset your finances, take control and make the new finan...

Investing

29 February 2024

iol.co.za

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news

3 min

The dinosaurs are dying
Thought leadership

The dinosaurs are dying

Discover why relevance comes from innovation and real value, not legacy reputati...

Investing

Financial services

24 July 2024

ghostmail.co.za

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