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

 

To Save:  Money & time

To Reduce:  Expenses; Taxes; Liabilities; Risks

To Increase:  Income; Investments; Protection; Knowledge

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

 

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

Breaking the mould
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Costly kids…
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Practical matters
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A happy and healthy retirement
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Take control and spring into super!
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My Areas of Interests

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TESTIMONIALS

Greg N.

Nash, I wanted to thank you for your time today and commend on the quality of your presentation- we also appreciated your patience while we grasped the concepts outlined. We have been delighted with the depth of detail and clear recommendations you have provided which now gives us much “food [...]

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