Tell Us Who You Are

We offer a compelling launchpad for financial advisors to take their businesses and client service to the next level.

34

Years Since
Founding

R30Bn

Assets under
Management

136

Employees
Nationwide

JSE (ALT:X)

Nvest Financial Holdings LTD Listed
Since 2015

4

Regional
Offices 

98%

Client
Retention 

We Understand What Advisors Want

Unlock the value of your business by joining NFB. Get the assistance you need to meet increasing regulatory and compliance pressures, plus the opportunity to leverage our scale, fiduciary service capabilities and IT proficiencies, along with access to our asset management business and its rigorous due diligence processes.

This frees your time to focus on achieving your long-term goals of helping clients to think differently about investing, without the daily grind of administrative worries.

How we work with financial advisors

To continue growing our business, we’re always looking for accredited financial advisors who pride themselves on offering unbiased advice, to join us.

  • We want financial advisors to benefit from our extensive knowledge, innovative strategies, significant scale and operational efficiency.
  • We encourage contact from boutique firms seeking to address mounting pressures from regulation, compliance, financial adequacy compliance requirements.
  • We offer an exciting option for mature advisors to stay in the industry without the hassle, remaining client-facing and earning while leveraging our back office resources with a solid succession plan in place.

We respect your independence, because we’re fierce about maintaining ours. This means you're free to tailor the best financial plan for your clients within our broad range of approved solutions, knowing that due diligence is taken care of.

Financial advisors can benefit from the following areas of expertise within the broader Group.

Our individual strategies:

  • Private Wealth Management
  • Asset Management
  • Share Portfolios (Local & Global)
  • Healthcare Advisory
  • Short Term Insurance
  • Long Term Insurance

Our business strategies:

  • Asset Management
  • Employee Benefits
  • Medical Aid and Health Insurance
  • Short Term Insurance
  • Long Term Insurance (Business and Employee Assurance)

Our organisational wealth strategies encompass:

  • Corporate Retirement and Risk Planning
  • Cash Management (Treasury)
  • Investment Management
  • Asset Management
  • Employee Benefits
  • Medical Aid and Health Insurance
  • Short Term Insurance
  • Long Term Insurance (Business and Employee Assurance)

Partner with us today

Testimonials

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