NFB Private Wealth Management

Private Wealth Management

Be the first to review

When times are tough, a consistent, structured approach to financial management is necessary.We have strategically synthesized 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. 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.

Private Wealth Management
Entrusting your wealth to money managers with an instinct for growth is the smartest step you can take on your journey to financial peace of mind.

You’ll find that we’re different because of how we do business. Everything we do is centered around your need for future financial well being.

We pride ourselves on impeccable personalised client service, presenting tailored financial strategies with unique investment solutions and opportunities across a full range of asset classes and geographies.

With NFB Private Wealth Management by your side, you’ll find peace of mind in the fact that every aspect of your financial plan is expertly handled.
Asset Management
Passionate about performance, realistic about returns and risk.

Knowledge is power. Read our latest articles on Asset Management.

Explore #Knowledge
Healthcare Advisory
Managing your Healthcare

Financial certainty is meaningless without the health to enjoy it. Let us manage your medical portfolio with the care it deserves.

Medical Schemes

Our specialised Healthcare Advisory division is dedicated to offering a superior healthcare consulting and brokerage service, giving you exactly the advice you need to find the perfect medical scheme to fit your exacting needs and budget.

Before you select an option, we will help you to understand how the plan works and how to manage your medical expenses in order to get the most out of your medical scheme.
Investing in Multi-Asset Income Funds

7 Minutes

Wealth Management
We have the necessary accreditations to market the following schemes:

How can we help you?

Whether you’re an individual, or a business, we can help you maximise your healthcare scheme
according to your needs and budget, saving you precious time and effort by taking care of the details for you.

We do this by:

Handling enquiries on benefit structures offered by various medical schemes

Advising on exclusions and enrolment conditions

Continuous updates on medical scheme products, benefits and services

Compiling proposals and quotations

Assisting with all aspects of billing, claims, pre-authorisations and membership changes

Processing and activations of membership registrations

Personal product presentations to prospective medical scheme members

Advising on Medical Scheme Rules

General follow-ups and assistance.

If you are already a member of an established medical group scheme, all you need to do is sign a form appointing NFB Healthcare Advisory Services as your servicing consultant.

Should you not yet have an active medical scheme, we will take the opportunity to present you with a proposal based on your requirements.

Contact Us

Healthcare Solutions

Gap Cover Policies

Disease Management

Out of Hospital Benefit

Lifestyle Benefits

Chronic Illness Benefit

Hospital Benefits
This is what NFB can do for you:

Review your medical plan and direct you into the best products with an emphasis on your needs and budget.

Recommend highly-rated schemes that provide managed care and primary healthcare options.

Understand and explain the various lifestyle rewards programmes available.

Provide all the information you request on available medical scheme services.

See to it that your claims are settled quickly and efficiently.

Guide you on what is tax deductible and what is not.
How much will our services cost you?

Your monthly premium will not be affected by appointing us as your servicing consultant. Commissions payable in respect of medical schemes are governed by legislation and paid directly by the Medical Scheme to intermediaries out of their non-healthcare costs. As such, these fees are not payable by you, the member.
Gap Cover

Gap cover insurance has become a critical part of healthcare planning, as most in-hospital procedures that require treatment by a surgeon and anesthetist could leave medical aid members with the risk of large shortfalls on their medical accounts.

This happens because medical practitioners are entitled to set their own fees, which could be several times more costly than the medical scheme tariff and this cover will make up for this shortfall between the medical scheme tariff and the actual cost incurred for in-hospital treatment.

Meet our people
Short Term Insurance
We ensure that you remain steadfast and unaffected by life’s challenges.

We generate the greatest amount of cover at an affordable premium, offering a full range of personal and corporate short term products, tailored to suit your specific circumstances.
Share Portfolios
The best risk mitigation technique is knowledge. We work with clients to help them see the wood for the trees.

NFB’s stockbroking and investment services are provided by NVest Securities

Established in 2008, Nvest Securities is an investment management and stockbroking firm, offering a broad range of local and offshore investment portfolios, tailored to meet the exact needs of our clients as individuals.

As a member of the Johannesburg Stock Exchange, our stockbrokers are authorized to advise on listed instruments, offering investments in all JSE listed securities – direct equity or shares and listed property stocks. Our portfolio options include several model types to suit your risk profile and investment objectives as an investor looking to gain equity exposure.

Crafted to suit your individual investment requirements, discretionary share portfolios take into account your specific risk appetite and the level of involvement you require.

FAQs

Q WHERE ARE YOUR OFFICES

Private Wealth Management

East London
el@nfb.co.za
+27437352000

Port Elizabeth
pe@nfb.co.za
+27415823990

Johannesburg
jhb@nfb.co.za
+27118958000

Cape Town
ct@nfb.co.za
+27212020001

Securities
East London
nvest@nvestsec.co.za
+27437351270

Johannesburg
nvest@nvestsec.co.za
+27118958000

Short Term Insurance
ibel@nfb.co.za
+27437352460

Asset Management
amjhb@nfb.co.za
+27118958000