“We partner with you to achieve
financial fulfilment.”
Let an NFB Private Wealth Manager build a personal financial strategy to guide your success.
Find your advisor now
“Investing the time to understand my clients unique needs
is vital in earning their trust.”
Let an NFB Private Wealth Manager build a personal financial strategy to guide your success.
Find your advisor now
“NFB allows me to protect families, secure futures
and share knowledge with my clients.”
Let an NFB Private Wealth Manager build a personal financial strategy to guide your success.
Find your advisor nowNFB at a Glance
As of April 01, 2024
39
Years Since
Founding
R30Bn
Assets under
Management
98%
Client
Retention
Award Winning Performance
“Planning is the most
important step in achieving.
“
Who we are
When times are tough, a consistent, structured approach to financial management is necessary.
We have strategically synthesised our business capabilities into an integrated financial services ecosystem. We’ve done this so that we can meet your needs throughout your financial journey.
With an experienced wealth manager to guide you and a team of financial experts lighting the way, we take great care in assessing your requirements and crafting a bespoke financial strategy for you to achieve your goals.
From growing and preserving your wealth to maturing into the golden years of retirement, we’re there at every step to help achieve your objectives on reaching each of life’s milestones.
Tough economic climates call for preparation and resilience to achieve results.
When markets are volatile and confidence is low, searching for reassurance is human instinct. Your path to future certainty lies in a financial plan crafted by a team of professional wealth managers and financial planners with the skills, knowledge and independence to empower you with the security you seek and the financial rewards you’ve earned.
The NFB approach
Unwavering dedication
- Financial expertise starts with a relationship: we take great care in understanding our clients, getting to know their story and their specific financial objectives; so that we can guide their journey with care and insight.
- Money managers who appreciate the value of time: We’re always looking for ways to save our clients time and effort, by making it a convenience and a pleasure to work with us.
- A truly tailored client experience: each financial journey is unique, and requires a bespoke service offering aligned to the client’s distinctive lifestyle and future ambitions.
- The advantages of our independence: we are proudly independent which allows us to be unbiased in the crafting of a solution-based financial management strategy for clients, matching the top product offerings on the open market to their needs, without compromise or institutional lock-in.
- Cutting the complexity out of wealth management: our highly-qualified specialists advise and arm clients with the knowledge and insight they need to make informed decisions.
- Taking care of investment management strategy execution: On client request, we’re able to make discretionary calls when necessary; allowing them to maintain their focus on other priorities while we handle the investment allocation decisions in their portfolios.
Tell us who you are
Individual
We offer individuals the opportunity to build a close relationship with professional wealth managers and financial advisors dedicated to serving their best interests.
Financial advisor
By joining NFB, we offer financial advisors the opportunity to leverage our scale, compliance, portfolio solutions and administrative capacities in order to focus on optimising and growing their client base.
Organisation
We tailor solutions to meet the current and future needs of various legal entities, by addressing their investments, cash solutions and long term insurance needs.
-
Individual
We offer individuals the opportunity to build a close relationship with professional wealth managers and financial advisors dedicated to serving their best interests.
Financial advisor
By joining NFB, we offer financial advisors the opportunity to leverage our scale, compliance, portfolio solutions and administrative capacities in order to focus on optimising and growing their client base.
Organisation
We tailor solutions to meet the current and future needs of various legal entities, by addressing their investments, cash solutions and long term insurance needs.
What we do
We turn knowledge into wealth
Firm believers in consistency, we stick to what works, but we’re not afraid to look at the possibilities. We have an instinct for growth; using hard won experience along with new age due diligence to achieve exceptional results for our clients.
Always learning, always growing, we embrace knowledge as a structure for creating relationships that result in sustainable financial security. We work together across business units to provide clients with a single-view of their affairs, and a single point of contact through which to achieve their financial
aspirations.
History of NFB
We have a history of bringing shared wealth opportunities to fruition
What can our clients
expect from us?
Our seasoned approach to wealth management, developed face to face with clients, ensures a truly personalised blueprint for achieving future growth and financial security.
- Deep, personal relationships with our long-serving people who collaborate across business units to assure that every decision made for clients is the best possible one.
- We understand better than most the entrepreneurial spirit that drives our clients, and offer the support necessary to turn their aspirations into reality.
- We provide sound financial advice tailored on an appreciation for their needs with due consideration given to economic and market factors.
- We help clients to see the bigger picture, by taking care of the full spectrum of their financial planning requirements - from asset management, to healthcare advisory, risk planning, long term insurance, fiduciary services, estate planning and portfolio management - smoothing out the details of every aspect of their financial journey.
- We help clients to prepare for every eventuality, so that they can stick to their plan for the future, knowing that all risks have been properly considered and covered.
- We offer an advice-driven strategy to fit every requirement - our independence ensures we can provide clients with the best product options for every goal.
- We understand that for our clients, time is money, which is why we never waste these precious commodities.
Client Testimonials
In a digitally-driven world, our clients appreciate the human touch with which we deliver our services. Here’s what they have to say about our company and people:
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