NFB FINANCIAL SERVICES: The Perfect Partner to Achieve Financial Fulfilment
NFB Private Wealth Management was established close to four decades ago, and the spirit that imbued it when originally founded has only grown stronger in its delivery of world-class service. A blend of modern business philosophies with old-fashioned integrity has resulted in the creation of sustainable growth for clients and stakeholders alike.
Supported by:
“We are a leading South African financial services provider,” NFB Private Wealth Management (NFB) begins, “offering highly specialised, fiercely independent financial advice, products and services alongside the support and advice our clients need to ignite their passions and achieve their aspirations.”
According to the market insight of Statista, South Africa’s Wealth Management market is anticipated to witness a significant increase in Assets Under Management, reaching a projected value of US$616.10bn by 2024. Looking further into the future, these assets are predicted to demonstrate a Compound Annual Growth Rate (CAGR 2024-2028) of 0.93%, translating into a market volume of US$639.40bn.
CONSISTENT APPROACH
Established in 1985, NFB can now point to close to 40 years of results-driven performance in this lucrative sector, all guided by the overarching goal of supporting clients in building their wealth and preserving their legacy. “We have a history of bringing shared wealth opportunities to fruition,” it asserts, of its mission to help grow and nurture assets. “We use hard-won experience along with new age due diligence to achieve exceptional results for our clients.”
NFB is unique in so many ways, among the most notable of which being the extraordinary expertise and dedication its advisors pledge to the business, with an average industry experience of over 20 years and mean length of service at NFB approaching 15 years. “When times are tough, a consistent, structured approach to financial management is necessary,” NFB assesses of the impressive longevity and loyalty it is uniquely placed to offer. “Across the organisation, we are defined by the entrepreneurial spirit with which our founders built the company.
“When markets are volatile and confidence is low, searching for reassurance is human instinct,” NFB says. “The 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,” and this is exactly what is on offer at the company, allowing it to confidently and consistently provide financial certainty by putting this deep knowledge and experience into practice for clients. “NFB allows us to protect families, secure futures and share knowledge with our clients,” the company underlines.
“Investing the time to understand our clients’ unique needs is vital in earning their trust.”
PROUDLY INDEPENDENT
As of April this year NFB was just one year shy of its 40th anniversary, with some R30bn in assets under management and 98% client retention, and frequent recipient of awards from industry pinnacles such as Intellidex and Raging Bull. Being proudly independent is a huge boon for NFB, allowing it to lead with advice and tailor the very best choices of products to the individual.
As Philip Bartlett CFP, Senior Executive and Private Wealth Manager, underlines, this enables NFB to remain entirely unbiased in the crafting of a solution-based financial management strategy for clients. “We are not product-orientated; we bring the appropriate tools and knowhow to whatever our clients’ wealth objectives are we are there solely to help meet these,” he explains.
Relentless in the pursuit to utilise its experience to the best of its ability for the benefit of its clients, NFB looks to turn knowledge into wealth at every opportunity. “We manage our clients’ money as if it we were managing our own,” Mosa Manqindi, Research Analyst, points out. “This is why we are so fully invested in our process.
“The skillsets that we have in our team enable us to be thorough in doing our homework and ensure that the investment vehicles that we use are both cost-efficient and yield the necessary results. We are very passionate about our process, which spans right from ideas generation, through in-depth research and finally to decision-making.”
“Planning is the most important step in achieving,” NFB states, adding that such an ethos has arguably been more critical than ever before in its nearly four-decade lifetime. “When times are tough, a consistent, structured approach to financial management is necessary. Tough economic climates call for preparation and resilience to achieve results.”
“We partner with you to achieve financial fulfilment, and have an instinct for growth,” NFB rounds off, the perfect summation of this longstanding powerhouse and the possibilities it opens up for every one of its clients. “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.”