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



Please Call Me

Letter of Authority



LOA
banana-malva-pudding-south-africa

Tropical banana Malva pudding with a coconut twist

| FinGlobal | No Comments
For many South Africans living abroad, the sweet, sticky, and comforting embrace of a classic malva pudding is a taste of pure nostalgia. It’s the dessert that graced countless Sunday…
south-african-trusts

SARS on South African resident trusts distributing to offshore non-resident trusts

| FinGlobal, Trusts in South Africa | No Comments
The South African Revenue Service (SARS) has historically been reluctant to approve the release of funds when resident trusts distribute to non-resident trusts. However, following numerous enquiries on this matter,…
tax-on-retirement-annuity-withdrawal-south-Africa

What does policy surrender mean for expats looking to cash in their South African RAs?

| FinGlobal, Pension fund, Retirement annuities | No Comments
If you’re a South African expat, you’ve probably got more than one loose end left back home - especially when it comes to your retirement savings. Whether we’re talking retirement…