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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




Are you in South Africa and plan to emigrate?
Are you a South African living abroad?
Are you a foreign national who has lived in South Africa?

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



×







WHAT OUR CLIENTS SAY ABOUT US



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

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

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

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

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

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

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

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

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

A complete highly professional service.

19 January 2023

PETER


Australia

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Great group and so professional!

24 August 2022

DENZIL


Australia

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

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

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

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

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

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

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

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

DEON


New Zealand

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

BYRON


Australia

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

Honestly incredible service from FinGlobal!!
12 September 2021

DULCIE


Canada

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

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

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

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

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

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

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

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





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