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Welcome to NB Financial Services Pty Ltd

There is nothing better in life than when you find an experience that is all about YOU.   At NB Financial Services Pty Ltd we deliver that to you through our Client Partnership Program (CPP).

 

Our clientele are the Wealth Accumulators (35 - 54 years old), busy professionals who might be assets and time poor and seeking financial advice:

 

To Save: Money & Time;

To Reduce:  Expenses & Debt;

To Increase: Wealth & Protection;

To Improve:  Clarity; Lifestyle; & Peace of Mind;

 

The Advice Model at NB Financial Services is based on:

 

a) A Fee for Service Model and we are FOFA (Future of Financial Advice) ready.

b) Simplicity; Flexibility; Control and Consolidation (a “One Stop” shop concept)

c) Client Centric Value Proposition and to always “WOW” our clients

d) Long Term relationship with our clients.

 

At NB Financial Services Pty Ltd, we work with you to help with your Wealth Management; Wealth Accumulation; Wealth Protection and Wealth Transfer needs. We will be your strategic partner in your life’s financial journey -  which can sometimes be a daunting experience !

 

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News

Events

Planning for your Retirement – How much is enough and How to get there? – 17 July 2014 @ AMP Head Office, Circular Quay Sydney CBD
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Risks Management and Insurance Planning – How to Protect Your Wealth? 23 February 2014 @ The Executive Centre, RBS Tower
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Gearing as a Wealth Creation strategy – 26 January 2014 @ The Executive Centre, RBS Tower
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Publication

Current Financial Market – Glass half empty or Glass half full?
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Australia’s growing population. Get ready.
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Is property investment for me?
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End of financial year planning tips
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FEDERAL BUDGET – STOP PRESS
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My Areas of Interests

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TESTIMONIALS

Michaela R.

My experience with NB Financial Services so far has been extremely positive. Customer service is of a high standard with the information and updates supplied giving me peace of mind, knowing that my wealth is in great hands. I look forward to many years with NB Financial Services. Michaela R.

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