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Fanie Jacobs – Financial Consultant

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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.

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Planning a phased emigration from South Africa: when one partner leaves first, and the other follows later

| Financial emigration, FinGlobal | No Comments
When one partner leaves South Africa before the other, the two of you end up with different tax residency statuses. That mismatch brings real financial planning risks. It affects the…

The tax side of moving back to South Africa that most expats overlook

| FinGlobal | No Comments
When a South African expat permanently returns to South Africa, it has important tax consequences. This is especially relevant to expats with foreign income. It will also affect anyone with…
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