Financial Emigration Plan™
FinGlobal provides premier financial emigration services to South Africans worldwide. With everything under one roof, we’re here to help you with all your financial needs.
Create experiences worth sharing.
Financial Emigration from South Africa
We’re ready to help you with every aspect of your financial emigration process, from start to finish...
Expat tax South Africa
Leaving the country doesn’t mean saying goodbye to taxes. Let’s figure it out together.
Retirement Annuity Withdrawal
Access or emigrate your retirement annuity funds, wherever you settle down...
Pension, Provident and Preservation Funds in South Africa
You’ve worked hard to get those funds flourishing. Here’s how to cash in your South African pension...
Transfer Money out of South Africa
Get the financial services you need to transfer your money out of South Africa...
Income from South African Pensions
Your pension is an income, and it needs to be treated as one...
Inheritance and Deceased Estates South Africa
Whether you’re giving one or receiving one, know what to expect with South African inheritance in terms of your emigration...
South African Exchange Control
We provide professional exchange control services for South African expats living abroad...
FinGlobal is a cross-border financial services company providing premier financial emigration services to South Africans all over the world. We have assisted more than 60 000 clients in 105 countries on different aspects of their cross-border financial portfolios.
Whether you’re moving country to start a new chapter, beginning the process of financial emigration from South Africa, or simply looking to invest money into offshore funds as part of a risk diversification strategy, FinGlobal’s capable team has been carefully selected to ensure every transaction is a smooth, successful process.
We know that every client has a unique set of circumstances surrounding their finances, which is why we will always create a unique solution, tailored specifically to your situation.
To this end, FinGlobal offers a full suite of financial services for South Africans, all of which add up to ensure optimal payouts over a shorter period than other providers, and with better exchange rates than commercial banks. All services are all fully compliant
I tried to get my retirement funds from the SABC by myself. Spent a year doing it and got nowhere. What a run around!! Once FinGlobal got to work on it things moved forward. They told me what they were going to do each step of the way and then did exactly what they said they would. They navigated through the maze of confusion that occurs when dealing with the government. Initially I was worried this was some kind of sophisticated scam because I am trying to make this happen from the US. I was wrong. This Company is the real deal. I highly recommend them.
(4 July 2022)
You have been amazing! I cannot thank you enough for your help. You just made everything so easy. Thanks again!
(14 June 2022)
Cannot recommend these guys enough. Assisted us in 2010 and again last year. Ten out of ten!
(8 June 2022)
I would highly recommend FinGlobal & most especially Ryno for all his hard work as he went way above & beyond what was expected. Mine was a long & difficult case that got rather complicated but Ryno pushed through all of it & was so thorough, professional & patient. I could never ever have done it & got my late husband’s retirement annuity over to Canada without all Ryno’s help.
Thank you FinGlobal for your excellent service.
(20 March 2022)
Flawless customer service and perfect execution of both my policies.
Communication was great, highly trustworthy.
I cannot speak highly enough of the service and recommend you use them to deal with any outstanding pensions in SA.
(5 February 2022)
What a pleasure to deal with a team of friendly dedicated professionals who get things done! Thank you for your assistance so far.
(1 February 2022)
I highly recommend FinGlobal!
Excellent customer service.
Their fees were the best and I knew every step of the way what was happening.
(2 March 2022)
FinGlobal have assisted us with a very secure and drawn-out process that would have been impossible for us to complete on our own. They have proved to be very professional, thorough and informative throughout. Their staff have been incredibly helpful and polite. I cannot recommend them highly enough. A very big thank you to them from my wife and myself.
(8 December 2021)
If there is anyone out there who is nervous about the process of being double-taxed if a South African expat…. I urge you to stop your search as FinGlobal really made this process easy!
Thanks again TEAM (Anneléne Smithers and Linka Porter)!
(30 November 2021)
We had tried several times with other companies however we felt they did not really know how to get our retirement funds out of SA. We immigrated over 10 years ago and wanted to ensure we closed out all our accounts. FinGlobal was amazing, easy to work with, thorough, kept us updated and we were eventually able to get our retirement funds out. I highly recommend them. Each person we worked with was accommodating and professional. We could not have done this without them.
Nicolette De Reuck
(6 October 2021)
Effortless journey with the FinGlobal team in changing tax residency status and closing out my final return.
(1 October 2021)
I dreaded the bother of trying to get my retirement funds out of SA having emigrated 20 years ago. Without FinGlobal’s assistance, I couldn’t have done it. They were excellent and I recommend them highly.
(1 October 2021)
Can’t praise them highly enough. Did a fantastic job. A shout out especially to Kim and Doanne for their excellent communication and professionalism. Always kept me informed and received prompt responses to any issues or questions that I had. Thank you.
(11 September 2021)
I highly recommend FinGlobal!
FinGlobal’s Werner and Kim were brilliant and professional. I highly recommend their service.
(27 September 2021)
Great service. Completely transparent. Mine was a bit complicated so took much longer, but was seamless through the entire process. Thank you FinGlobal!
(20 September 2021)
Honestly incredible service from FinGlobal!!
(12 September 2021)
All the people at FinGlobal I have dealt with have been very friendly and helpful. Even with the March 2021 changes to financial emigration and transfer of funds abroad, they adapted to the changes required and achieved what was required. I would be happy to recommend them to friends and family.
(20 August 2021)
The team at FinGlobal is super friendly and super efficient and gets the job done, even with a complex situation. Thank you!
(27 Aug 2021)
I have been living in Australia for about 18 years, and recently had a number of South African policies mature. After initially attempting to undertake the transfer process myself (and giving up!), I contacted FinGlobal to assist with the process.
From the very beginning, their team was professional, courteous, and kept me in the loop every step of the way – right until the funds were deposited into my Australian bank account.
It was worth every cent of the small fee that they charge for this service. I would highly recommend their team to anyone attempting to get funds abroad – they do all the work and make it an effortless process.
Great job FinGlobal!
(20 August 2021)
I used FinGlobal to financially emigrate from South Africa to Germany – I really recommend this company. They were friendly, professional and I believe the good value for the amount of hassle they saved me. What makes this a 5-star review for me, is that they kept supporting me with info, long after the process was finished and the bills paid. Special shout-out to Lizé for her help. Thanks to all!
(10 August 2021)
FinGlobal gives you friendly and professional services.
I am very grateful and glad I used them.
(9 August 2021)
Recently FinGlobal “rescued” funds from a matured retirement annuity which I had unsuccessfully attempted to retrieve through other means for more than a year. I was ready to “give up” but a friend recommended FinGlobal. FinGobal exceeded my expectations. I have never experienced such a high standard of service in the financial service sector. Five out of 5 stars are insufficient to rate FinGlobal’s service. From my initial contact with Linka, all the service representatives including Kaylee, Andrea, Marlene, Suzanne, and Cecilia did an amazingly efficient job. In addition to being efficient, they were professional, knowledgeable, and courteous. FinGlobal’s use of technology, including its customer online portal, was impressive.
FinGlobal fees are very reasonable and worth every cent.
Kudos to the FinGlobal team. FinGlobal is a model for other companies to emulate! I will recommend FinGlobal to whoever may require the services that FinGlobal provides.
(6 August 2021)
FinGlobal helped me access my pension from Eskom. The process as smooth and painless. I could not recommend this company more highly. So professional from start to finish
Pamela Ann Howard
(14 July 2021)
Really good service and I used them 3 times. Financial emigration and policy encashment, tax return, transfer my late mothers estate – I would recommend to anyone who is overseas and needs help with these issues. Also loved the whole document portal and document verification process , much easier than other companies.
(8 July 2021)
I would highly recommend FinGlobal to anyone. They will demystify the new expatriate 2020 tax laws, help with getting your funds transferred out of South Africa, and assist with your tax exit. The FinGlobal team – Bianka, Tanya, Philicia, Julian, Ilse, Hano, and Pieter, are all extremely professional and efficient. Communication throughout the process is further improved by FinGlobal’s self-service web portal where one can easily navigate and follow your own journey/progress.
Thanks again to all the staff at FinGlobal.
(26 June 2021)
Their service is extremely professional. Every step is explained to you in detail. I would recommend FinGlobal to anyone anywhere in the world. They will get your funds transferred out of South Africa without any problems. Once again to all the staff at FinGlobal, THANK YOU!
(8 June 2021)
From our very first contact we had with FinGlobal, we knew that this is a trustworthy and professional company. They had a lot of “groundwork” to do to get all my documents in order so that I could receive all the funds that were due to me. We would like to thank ALL the staff at FinGlobal for their hard work.
Neville and Therene Williams
(8 June 2021)
I found FinGlobal ticked ALL the good boxes. Although my retirement policy was of a pretty low value, unlike other financial services companies providing similar services, and who turned down my request because the value was too low, FinGlobal accepted leading me to believe they cared and weren’t just in it for the cash. Throughout the process, FinGlobal for me was the perfect company of choice. Highly professional, excellent communication throughout the procedure. I highly recommend FinGlobal for anyone who requires getting their funds out of SA.
(2 June 2021)
When I decided to do a financial emigration from South Africa, I stumbled onto FinGlobal after searching for about two weeks for help. This was one of those days that you will always remember. The FinGlobal team was, to say the least, an incredible group of people and I felt as if they really cared about me and my situation. I will always recommend them.
(1 June 2021)
I approached FinGlobal regarding tax residency. The service was speedy and effective with good, clear communication.
(20 May 2021)
WOW, what a fantastic experience with FinGlobal. I have been trying to get my money out of South Africa for almost 15 years now. Every time I tried to do it on my own there was always some sort of obstacle. I was a little hesitant to pay the fees associated with the service, but the experience was worth every single penny. I never had to re-iterate my experience twice, everyone guided me along the stringent steps required and everyone was patient will all my questions. The guidance was very specific to my situation and they made it as stress-free as possible. I haven’t had good service like this for a long time. It was out of this world and I would recommend FinGlobal to any South African living abroad looking to retrieve your financial assets. Definitely worth FIVE stars! Thank you to the whole team!
10 May 2021
Couldn’t have completed my financial emigration without the help of the FinGlobal team. They were quick, professional, and always kept me in the loop with what was going on. Highly recommend it for anyone looking to complete their financial emigration.
(19 April 2021)
I have nothing but good words to say about this company. From the very beginning to the end, the people and service has been bar none. Professional and expertly did what was needed. All the agents that helped me were extremely helpful and courteous. Thank you FinGlobal for a pleasant and smooth experience.
Chris van der Walt
(12 April 2021)
FinGlobal staff were absolutely wonderful from the beginning of the process, right through to the end! I cannot speak highly enough regarding the quality of service we received and would unreservedly recommend their services to anyone.
Thank you very much for all your help!
(11 March 2021)
Service was outstanding and they were extremely professional!
(23 February 2021)
I found services rendered by FinGlobal to be of a high standard. Every person and department that I dealt with were friendly, efficient, and responsive. Very professional service that I would recommend to my friends and family.
(18 February 2021)
Ryno, I received a mail from Verline last evening asking me to complete some details which I duly did, as per the previous correspondence you and I had. I have given her the okay to do the transfer to my best advantage. Again, thank you, Ryno, your company has done a great job for me and I do appreciate it. Much success in 2021!
(14 January 2021)
I am fortunate enough to be in the capable hands of Charlotte Ferreira, Sulette Lange, and Jason Jansen. These folks are true professionals as well as friendly and very helpful. They go beyond working office hours and take work home and carry on from there. I would like to extend my grateful appreciation as FinGlobal is fortunate to have these professionals working for them. A BIG thank you, as well as being great communicators, it is very much appreciated.
(16 January 2021)
My experience with FinGlobal has been nothing but exceptional! Typically, I dislike attending to financial matters because I am a risk-averse person, and I always feel pressurised. FinGlobal recognises that the services they offer often require deep consideration and have a highly emotional component for the client. They are patient, reassuring and truly act from an advisory/consultation perspective (instead of a sales perspective). FinGlobal employees across departments instill a high degree of confidence due to: highly skilled and knowledgeable employees equipped to answer my questions; professional, prompt, and reliable communications and actions; and user-friendly applications and digital platforms. 5-star!
(11 January 2021)
FinGlobal has been so helpful and efficient in arranging my emigration. I am still in the process of completing this, but my experience so far has been as stress-free as it could be and I feel confident everything is in good hands. Thank you, Charlotte, Christelle.
(11 December 2020)
Amazing service during an especially trying year. All the ladies that assisted me were friendly, helpful, and fantastic. This service is expensive but if one has no plans to return to SA anytime sooner it does work out cheaper than a ticket home etc.
(3 December 2020)
The team at FinGlobal are fantastic! Very professional but yet understanding and caring. They never give up! Thank you again.
(4 December 2020)
FinGlobal helped us to financially emigrate this year, 14 years after we emigrated to Canada. We found them very professional and responsive from our first contact until the financial process was completed. They did all the work and were worth every cent. This all happens during the first phase of the Covid pandemic. We can highly recommend their services.
(27 November 2020)
What seemed like a very huge process (financial immigration) was handled professionally by FinGlobal. Every step was explained and I received my money in my Australian bank account without hidden costs. Thank you to the whole team at FinGlobal.
(27 November 2020)
FinGlobal acted both professionally and rapidly in assisting with my SARS changes and queries. I highly recommend their services.
(23 November 2020)
I needed to have my SA Pension paid out without having a SARS number. Lizé and Charlotte have been amazing in making everything happen. FinGlobal have an amazingly easy approach – very professional (and seamless) yet very friendly and understanding. Well done ladies!
28 October 2020
I was moved to write a review following the amazing support and service from FinGlobal. Every single person I dealt with was professional, friendly, responsive, knowledgeable, and efficient. And this was through lockdown! Really impressed and highly recommend them.
(5 October 2020)
Professional and prompt service from the staff. My journey with FinGlobal is an excellent customer experience and every step is explained perfectly if it be via email or over the telephone. What I thought would be a headache to financially emigrate, was actually a real pleasure. I would have attempted doing this long ago if I knew this would be the support I will be receiving. Thank you FinGlobal!
(29 September 2020)
The whole journey from start to end was absolutely amazing. We had our customer service representative, Ronique Hoffman who dealt with everthing from start to finish and no task was too big or too small. 10 outta 10 – would use again!
(7 September 2020)
Exceptional service and resolution of my financial immigration. Definitely recommend using FinGlobal if you want to have all the administration and processes done quickly and easily.
(26 August 2020)
Seldom do you get that service that is reflected in the advertisement!
However, in the case of FinGlobal, they exceeded all my expectations in being able to get my complex financial affairs sorted, including a retro-tax bill paid and then the funds deposited into my account. I can’t recommend them enough – just amazing!
(25 August 2020)
Many thanks for all your hard work in sorting out my financial emigration. Your services were very professionally executed and I would have no hesitation in recommending you to other people in need of such. My best wishes to you all for the future.
16 June 2020
We would like to thank FinGlobal for helping us every step of the way and moving our funds to the UK. We would highly recommend then – very professional and efficient.
(16 May 2020)
I am very happy with the way FinGlobal handled the transfer of my funds. Their professionalism, knowledge, and communication skills were exceptional.
Thank you to Lizé for your patience and guidance every step of the way.
All the other members were also a pleasure to deal with.
(14 May 2020)
As an ex-pat living abroad, I want to express my gratitude and appreciation for your efficiency, honesty, and professionalism in getting a policy that I was unable to get paid out.
I could not have done it without your help.
Thank you once again.
(12 May 2020)
I highly recommend FinGlobal for your financial emigration needs. The staff is all super friendly, professional, and efficient. They facilitated our money affairs remotely as speedily as possible, (even during the current COVID 19 epidemic). They dealt with paperwork and funds transfers for both my husband and I, from South Africa to the UK. They flagged any potential problems ahead of time, advising us well so that we could receive the most out of it. Everything went very smoothly as we were kept informed and guided through the process from start to finish by email, via their online portal and also face to face meetings online. Well worth their fees.
(5 May 2020)
I personally attempted to have two matured retirement annuities paid out, but after a mountain of completed forms and hitting several stumbling blocks, including no feedback from people, I was at a point where I was ready to just let everything be. It was too difficult and stressful! I found FinGlobal online and right from the first point of contact, I was amazed by the professional, friendly and efficient staff and service. They made a daunting process effortless and I cannot thank Christelle, Andrea, and Ilse enough! Definitely a Five Star company and will gladly recommend it to anyone!
1 March 2020
It was an awesome experience dealing with a team of professionals who wanted to assist. For all those people not sure if it is worth doing it through FinGlobal, I can highly recommend them and the service they provide.
24 February 2020
Professional and efficient! They made the entire process of financial emigration seamless. I would highly recommend using their service.
(1 March 2020)
If only all companies would operate in the efficient, professional and friendly manner that FinGlobal does. They set the standard in so many ways.
(14 January 2020)
FinGlobal has handled my recent financial emigration from SA to NZ in the most professional and proficient manner. The process included cashing in two retirement policies that had matured. Lizé was extremely patient right from the start and did her utmost to alleviate my stress and concerns. In the past, I have made the mistake of transferring funds myself and the stress was insane!
Thank you to EVERYONE at FinGlobal for your assistance and guidance. I would have zero hesitation in recommending FinGlobal and Bidvest.
7 January 2020
Excellent personalized service by knowledgeable and helpful people who are dedicated to providing you with accurate information and assisting you with making the best choices based your particular situation. Impressively fast response time. Highly recommended!
(14 November 2019)
Absolutely fantastic service from FinGlobal – I would recommend them to anyone wanting to transfer their funds from South Africa. I was initially sceptical about them being able to help me as my case was complicated. However the entire process was seamless from start to finish. Every team member was helpful and efficient. Hats off to Hano and the staff, especially Tercia and Kim.
(16 November 2019)
Thank you for all of your assistance in finalising my financial emigration. I highly recommend your professional services and would not have been able to do this without your expert advice and services.
(13 November 2019)
I would like to take this opportunity to thank you all so much for the EXCELLENT service I received dealing with your company. A huge THANK YOU to you all for assisting me in such an efficient and professional manner. I would not hesitate for a minute to recommend FinGlobal’s services.
Dawn Boyer Richards
(31 October 2019)
Finglobal assisted me in getting my Retirement Annuity from South Africa paid out into my UK account. Ilse and all the others I dealt with were so friendly and efficient from my first dealings with them until finalisation. I would not hesitate to recommend Finglobal to anyone.
(14 November 2019)
FinGlobal is awesome! Professional, friendly and efficient. Thanks for the outstanding service Team!
(28 October 2019)
All the people I’ve dealt with were friendly and 110% professional. They do what they promise and all transactions are transparent from the beginning to the end.
(6 November 2019)
Our experience with FinGlobal was excellent from start to finish. We were guided right through the process. There was an expert to help us at every stage. Nothing was too difficult. We highly recommend them!
(26 October 2019)
I recently engaged the services of Finglobal and had the pleasure of dealing with Lize. She is a credit to your organization and is a consummate professional. Polite, organised and kept me informed along the way. Lize was prompt with her responses and called whenever necessary to talk me through the process. The rest of the team that I engaged with were equally professional as well. I sent online enquiries to several companies but by far FinGlobal were prompt and I received clear and relevant guidance to my set of circumstances.
(17 October 2019)
Again thank you all for the excellent service I received from you once more, it was a pleasure to work with you and I will definitely recommend you to all my SA friends who wants to use similar services. I have only received professional and efficient service from you for all my financial needs and maybe in the future I will call on you again regarding financial emigration. Much appreciated
(20 September 2019)
Thank you for all your time and effort. It has been a pleasure doing business with you guys and I will recommend you to others that need that type of service.
Many thanks to all of you ladies for your hard work and assistance you provided. The cost for me was WELL worth it – you guys literally did everything for me which made the entire process one of the easiest parts of my entire emigration process.
Although starting from a slightly sceptical viewpoint, I have actually been incredibly impressed with the efficiency and professionalism of all the FinGlobal staff that I have come into contact with. I have already sent recommendations to people who may have use of your company’s skills.
(18 September 2019)
I am eternally grateful to all those at Finglobal for all their input in getting to this day. You are all amazing and I will spread the word among my friends this side of the globe. Just know how grateful I am for Finglobal’s help in dealing with all this. You are all professionals and amazing.
(16 September 2019)
Our transfer has now been completed, and the money is in our bank account. We would like to thank you and your team for making this all happen with such efficiency.
16 September 2019
Net n baie groot dankie vir die professionele diens wat ek ontvang het van al die wonderlike Suid-Afrikaners by Finglobal wat op my pad gekom het gedurende die proses. Julle het almal puik diens gelewer langs die pad en altyd die vrae met spoed geantwoord om die uitkoms so gou moontlik te kry. Baie dankie en ek sal jul diens beslis bemark hier in die vreemde as ek die geleentheid kry. Alles van die beste vir jul almal en vir jul besigheid.
(14 September 2019)
We just want to say THANK YOU from the bottom of our hearts for the amazing service that you all gave us through Rob’s Pension process.
We shall definitely be referring Finglobal to our fellow South Africans around the world. All the very best and thanks again!
Rob and Janice Coomer
(11 September 2019)
I would like to take this opportunity to thank Jason, Werner and Mia for all you did for me. This is the first time that I have had such professional, precise and dedication from a Financial Institution. Thank you guys for everything. I wish you all the best going forward. I will definitely advise family and friends to use Finglobal.
(10 September 2019 )
Anyone battling to get your pension fund or any other fund from South Africa? Use this group of people – they are the best!
(22 August 2019)
Ek wil graag van die geleentheid gebruik maak om dankie te se vir die uiters vriendelike, geduldige en baie professionele diens wat ons tydens ‘n video konferensie afspraak met Werner Kriel gekry het.
Werner kon al ons vrae rondom emmigrasie na Ierland beantwoord en het baie goeie raad rondom ons pensioenfonds ook gegee.
Wanneer ons besluit om te emmigreer sal ons beslis van Finglobal en Werner se dienste gebruik maak.
Gerhard du Plessis
(5 September 2019)
Helped us financially emigrate back to the UK after 25+ years in beautiful SA. First class service, very professional. Glad we chose Finglobal (Cashkows as it was when we started!)
(21 August 2019)
Finglobal is an incredible company and more so the people who work here are amazing – they are friendly, helpful, efficient, incredibly resourceful / knowledgeable and believe me, can move mountains!!!!! You definitely outshine the 5 stars we are limited to give on google! Thank you all again so, so much for the service you provided for us and for your ongoing service to the larger community.
Louise de Fleuriot – Australia
(13 August 2019)
I can only reiterate what my wife said, in that, we could not have completed this without Finglobal, and for that, we will always be grateful.
We wish you all well for the future.
(29 July 2019)
We would like to thank FinGlobal very much for your efficient service. It was an easy and smooth process. We will definitely be in touch again.
Mitch & Sue Delport – Australia
(12 August 2019)