NFB FINANCIAL SERVICES
The Perfect Partner to Achieve Financial Fulfilment
PRODUCTION: James Redwell
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.
//“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
INDUSTRY FOCUS: FINANCE
by 2024. Looking further into the future, these assets are predicted to demonstrate a Compound Annual Growth Rate (CAGR 20242028) 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,
GLACIER BY SANLAM: SUCCESSFUL INVESTING STARTS WITH A TRUSTED PARTNER
For over 27 years, Glacier by Sanlam has been a leading force in meeting the diverse needs of South Africans. As the largest linked investment service provider in the country, with over R601 billion in assets under administration, Glacier’s vision is to help clients create and preserve wealth through tailored solutions.
With an extensive selection of local and international investment solutions, including fixed-term and guaranteed investments, retirement savings, and retirement income solutions, Glacier empowers investors to achieve financial freedom. Partnering with expert financial intermediaries, Glacier ensures every client’s unique circumstances are addressed with world-class, customisable solutions.
UNLOCK INFINITE INVESTMENT OPPORTUNITIES
Whether you’re starting your investment journey, saving for retirement, or planning for a sustainable retirement income, Glacier offers opportunities across local and international markets. Glacier International provides direct access to offshore investment opportunities, with solutions specifically designed to meet the needs of South African investors.
BUILDING A LEGACY OF FINANCIAL EXCELLENCE
As part of the Sanlam Group, Glacier upholds the company’s purpose of creating sustainable value. With a commitment to advancing financial wellbeing and inclusion, Glacier’s solutions are designed to provide financial confidence for all stages of life.
YOUR PATH TO FINANCIAL FREEDOM STARTS HERE
At Glacier, we believe in empowering clients to unlock their financial potential. Whether creating or preserving wealth, our trusted team is here to guide you every step of the way. Appointing an appropriately authorised financial adviser, is a big step forward in achieving and embracing a confident financial future. Visit Sanlam Money Meetups and find your perfect partner to accompany you on your journey to financial confidence.
To learn more about Glacier, visit our website at www.glacierinsights.co.za or call our Communication Centre on 021 917 9002 / 0860 452 364
Glacier Financial Solutions (Pty) Ltd is a licensed financial services provider.
Sanlam Life Insurance Ltd is a licensed life insurer, financial services and registered credit provider (NCRCP43).
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.”
