Welcome to your Financial Emigration Plan ™

We help clients safely move their money from South Africa, in a cost-effective, time-efficient, tax-compliant manner.
We do this by creating a unique Financial Emigration Plan™ for every client.
No matter what you need to achieve, we’ll find the best way to make it happen.

Welcome to your Financial Emigration Plan ™

We help clients safely move their money from South Africa, in a cost-effective, time-efficient, tax-compliant manner. We do this by creating a unique Financial Emigration Plan™ for every client. No matter what you need to achieve, we’ll find the best way to make it happen.

Why journey with us?

Established

2009

5 Star

Google Rating

Proudly

Bidvest

Why journey with us?

Established

2009

5 Star

Google rating

Proudly

Bidvest

Start your journey by creating your personalised Financial Emigration Plan™

Click on your current status and scroll to view your options below


Open an offshore bank account

Transfer money from South Africa

Obtain a SARS tax clearance

Transfer an inheritance from South Africa

Transfer money from a South African inter vivos trust

Transfer my income from South Africa

Transfer money from South Africa

Cease my tax residency from South Africa

Obtain a SARS tax clearance

Withdraw my South African retirement annuity

Withdraw my South African pension preservation fund

Transfer my inheritance from South Africa

Transfer money from a South African inter vivos trust

Transfer my income from South Africa

Claim my tax refund from South Africa

Submit my South African tax returns

Transfer money from South Africa

Withdraw my South African retirement annuity

Withdraw my South African pension preservation fund

Transfer my inheritance from South Africa

Transfer money from a South African inter vivos trust

Transfer my income from South Africa

Claim my tax refund from South Africa

Submit my South African tax returns

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What our clients say about us

Italy

I can’t praise FinGlobal services enough. Their whole team was absolutely amazing in assisting me with my financial emigration this year. There was no hidden cost, no obstacle that they couldn’t hurdle over with ease, while keeping me in the loop every second. Their quick responses when email was sent is unbelievable. Their professionalism, yet caring approach make you feel like family and their first priority: it is outstanding. Yes, I was warned from the start that it will be a six to 9 months period to complete the journey and lots of paper work, yet they made it feel like 2 months. I take this opportunity to thank each and everyone that was part of my team for a service Well done!!

30 May 2024

Lindie

Italy
USA-flag

Literally could not be happier or speak highly enough about FinGlobal. It’s the 2nd time I have used them to assist with various money transfers and wrapping up my financial affairs in South Africa. Their professionalism, knowledge and customer service are on another level. Every step is explained, followed up and is easily tracked on the portal. Thanks particularly to Jaco, Riaan and Hanlie! I highly recommend FinGlobal!

28 February 2024

Andrew

United States of America
United-Kingdom-flag

Roxanne and the FinGlobal team are brilliant. They do what they say and have been a huge help to me, my family, and friends.

6 February 2024

Marcus

United Kingdom
United-Kingdom-flag

Huge thank you to FinGlobal! When I came across their website during a frustrated Google search, I was immediately interested and impressed. From my very first phone call with one of their friendly, efficient and professional advisers, I was on board. Yes, there were forms to fill, documents to upload and endless calls but it was all worth it. Their fees are more than reasonable for the amount of work they put it. I wouldn’t have been able to navigate this complex process without their expertise and diligence. Highly recommend.

29 January 2024

Hayley

United Kingdom
Australia-flag

Thank you to Phillip for setting my mind at ease regarding my retirement annuity with Old Mutual, I was worried about all the red tape and tax implications, etc, but now I have a clear idea of a path forward.

18 October 2023

Gillian

Australia
United-Kingdom-flag

What amazing service all the way though. So knowledgeable and helped me out so much whilst making me feel at ease Roslinn Marais is a credit to the company I got a 5-start service from her a promotion/pay rise is 100% needed as she’s such a great asset to your company. Many thanks again FinGlobal very happy customer.

20 September 2023

Dale

United Kingdom

After years of trying to get my RA’s paid out, I finally was able to achieve this with FinGlobal. Wonderful five-star service from start to finish. They kept me updated. Highly recommended.

27 April 2023

Jose

Portugal
New-Zealand-flag

FinGobal has a great team who makes the entire process effortless. They are amongst the friendliest and most professional that I have had the luxury of dealing with.

11 April 2023

Clive

New Zealand
Australia-flag

A complete highly professional service.

19 January 2023

Peter

Australia
Australia-flag

We are very appreciative of FinGlobal’s care, attention to detail and professionalism in the handling of our financial affairs during our emigration process. Thank you FinGlobal Team!!

26 March 2023

Murray

Australia
UK - testimonial

I can’t thank Kay Saul and her team enough for all their efforts. I appreciate all that Kay and her team have done on this one!  You’ve persevered with it and got there in the end. Thank you all again! My best.

29 December 2022

Clayton

United Kingdom
Italy-250

FinGlobal did an excellent and very professional job for us moving my provident and pension funds to Italy. Very smooth and they managed every hurdle.

1 December 2022

Brian

Italy
United-Kingdom-flag

The FinGlobal team had been very helpful; I was helped to open a bank account as part of a process to deal with proceeds. Julian my representative was very knowledgeable and had put me at ease about the process and answered my questions patiently and made recommendations. Rosslin then helped with the next steps including verification, she kindly reminded me to check the portal and kept me up to date with the developments. The team was friendly, professional and very efficient. I will now continue onto the next phase with them and is looking forward to this. Many thanks so far FinGlobal!

25 November 2022

Marga

United Kingdom
Canada-flag

The best service ever! I tried on my own for over a year and failed! Once I reached out to FinGlobal, within 4 months I had all of my funds transferred to my Canadian account. The staff, each and every one I dealt with were professional as well as super friendly. I highly recommend FinGlobal. Thank you.

25 November 2022

Corinne

Canada
UK - testimonial

May I take this opportunity to thank you for your excellent assistance throughout this process. It’s been a pleasure working with you.

23 November 2022

 

Tercia

United Kingdom
Australia-flag

FinGlobal was very efficient and helpful in sorting out issues with SARS after my immigration. I found them knowledgeable and professional and highly recommend their services.

23 November 2022

Johanna

Australia
Sint Maarten Flag

This wonderful company helped me with mine and were fantastic!  They are reasonably priced and totally dedicated and efficient. I highly recommend them.

21 November 2022

Ting

Sint Maarten
UK - testimonial

This is a great service. I’d been struggling with my annuity company for two years. FinGlobal will send you a quote. I found it worth it and it was completed in a month… including pushing the company to respond, opening a new bank account, transferring the money, and closing the account.

21 November 2022

Jan

United Kingdom
Australia-flag

I can highly recommend FinGlobal. Highly professional and did a great job wrapping up all our policies and financial affairs.

21 November 2022

Ingrid

Australia
Australia-flag

I used FinGlobal to cash in an old pension fund and get the money to Australia. Everything went very smoothly and quickly with excellent communication and friendly service. Will always highly recommend their services to anyone.

9 November 2022

Graeme

Australia
UK - testimonial

Well, I have to say your company has been absolutely excellent to deal with. From the start I have been well informed, assisted when I’ve done something wrong, and fully advised about the very slow processes of SARB, and the outcome is now finalised. It has been an unexpected pleasure dealing with you and I would happily share my experience. Thank you.

16 November 2022

Jennifer

UK
switzerland-testimonial

I was very pleased with my experience dealing with Finglobal. They are a very professional firm – responsive, experienced, efficient, and a pleasure to interact with.

9 November 2022

Theresa

Switzerland

Great experience working with a highly professional team to deal with my Financial Emigration. Will definitely recommend FinGlobal.

8 November 2022

Pieter & Leonie

Ireland
New-Zealand-flag

Hello FinGlobal folks. We received the final cash on Friday. Thanks for the super service. It has been an absolute pleasure dealing with the whole team. Communication has been prompt and informative. Overall great service. Thanks again.

9 August 2022

Pierre and Fay

New Zealand
Australia-flag

I highly recommend FinGlobal to deal with your financial, tax, and insurance services. We found their services professional, prompt, and friendly. Thanks to Tercia, Andrea, and the team for your efficiency.

9 August 2022

Anthony

Australia
USA-flag

This is the best and most professional service I have ever used. They are punctual and very responsive. I will recommend them 100%.

9 August 2022

Anjoma

USA
Australia-flag

Great group and so professional!

24 August 2022

Denzil

Australia
United-Kingdom-flag

You have been amazing! I cannot thank you enough for your help. You just made everything so easy. Thanks again!
14 June 2022

Wendy

United Kingdom
Australia-flag

Cannot recommend these guys enough. They assisted us in 2010 and again last year.
8 June 2022

Elizabeth

Australia

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

Jenny

Canada
Australia-flag

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

Jacquie

Australia

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

Andrew

Canada
United-Kingdom-flag

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

Graham

United Kingdom
switzerland-testimonial

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

Karmlin

Switzerland
USA-flag

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.
6 October 2021

Nicolette

USA
New-Zealand-flag

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

Shirley

New Zealand
New-Zealand-flag

Effortless journey with the FinGlobal team in changing tax residency status and closing out my final return.
1 October 2021

Deon

New Zealand
Australia-flag

FinGlobal’s Werner and Kim were brilliant and professional. I highly recommend their service.
27 September 2021

Byron

Australia
New-Zealand-flag

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

Peter

New Zealand
Canada-flag

Honestly incredible service from FinGlobal!!
12 September 2021

Dulcie

Canada
United-Kingdom-flag

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

Mike

United Kingdom
Australia-flag

The team at FinGlobal is super friendly and super efficient and gets the job done, even with a complex situation. Thank you!
27 August 2021

Cheryl

Australia
United-Kingdom-flag

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

Eddie

United Kingdom
Germany-flag

I used FinGlobal to financially emigrate from South Africa to Germany – I really recommend this company. They were friendly, professional and I believe 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

Pamela

Germany

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

Annien

Ireland
Australia-flag

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

Fernando

Australia

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