Fanie Jacobs

Head of Advisory Services

I have been advising clients on financial emigration, tax emigration, local taxes, retirement fund withdrawals, cross-border tax, and foreign exchange since 2013. As a licensed representative and key individual with the FSCA, I provide expert guidance tailored to each client’s unique financial needs.

FinGlobal has assisted thousands of South Africans globally with cross-border financial solutions. Whether you’re relocating, pursuing financial emigration, or investing offshore, our experienced team ensures a seamless and compliant process.

I offer consultations via phone, video call, or in person, focusing on understanding your financial needs and providing personalised solutions. Our advice, solutions, and processes are structured around you as our client.

Our goal is to remove the burden of dealing with stakeholders such as SARS, banks, insurers, and other South African institutions. FinGlobal provides turnkey solutions, allowing you to focus on your new life while we handle the complexities of your financial transition.

With no upfront fees, we deliver results before payment, ensuring accuracy, efficiency, and client satisfaction. Many of our happy clients refer others, reinforcing our position as a trusted leader in cross-border financial services.

Let us call you for a FREE consultation



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two-pot-retirement-system

Expats and the two-pot retirement system – what are your withdrawal options?

| FinGlobal, Newsletter, Retirement annuities | No Comments
South Africa’s two-pot retirement system came into effect on 1 September 2024, marking a major shift in how retirement savings are managed, accessed, and preserved. Whether you’re living abroad or…
non-resident beneficiary-trust-distribution

Non-resident beneficiary trust distributions – South African tax implications you should know 

| FinGlobal, Newsletter, Trusts in South Africa | No Comments
Trusts are common financial tools in South Africa for managing and protecting wealth, but when it comes to tax, things can get a bit tricky, especially if some of the…
moving-to-another-country

The emotional, practical, and psychological challenges of moving internationally

| FinGlobal, Newsletter | No Comments
Moving internationally to start a new life abroad is a dream for many people, but the realities of emigration are often far more complex than anticipated. For South Africans, leaving…