At NFB, wealth is more than just money in the bank. It is about longevity and achieving long-term aspirations.
At NFB, we believe in focusing on our core proposition of using our knowledge to create long-term wealth plans for our clients. We outsource non-core functions (corporate finance, trust administration, management services, complex tax consultation) to maintain a strict focus on our core competencies and developing personal client relationships.
NFB helps clients protect the businesses they have worked so hard to build. We provide advice on cost-effective key-man insurance, as well as buy and sell agreements.
RISK PROVISION PLANNING
Life insurance is one of the key aspects of a successful financial plan. It provides financial security in case of a serious illness, disability or death. NFB reviews clients’ lifestyle needs and provides cost-effective solutions and levels of cover that meet desired risk outcomes.
Our key insights into estate planning allows us to minimise estate duty while maximising the value of our clients’ legacies. We review our clients’ current estate structure and can act as an agent or executor to ensure our clients’ wealth is efficiently passed on to their loved ones.
We provide expert guidance, tools and products to help clients preserve and grow their capital and prepare for retirement on their terms.