Tell Us Who You Are
We offer a compelling launchpad for financial advisors to take their businesses and client service to the next level.
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:
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
- Long Term Insurance (Business and Employee Assurance)
Testimonials
“I was at a point in my own practice where I needed to expand and employ additional administrative staff in order to keep up with my growing client base. While I enjoyed working on my own after many years of working for bigger corporates, I was feeling the squeeze of the amount of time the administration and compliance was taking out of my day. I met with various medium-sized financial planning practices before (and during) my discussions with Mike Estment at NFB. It took about six months of kicking tyres and in-depth discussion with the various practices to establish whether or not we were a good fit. The fit was not only for me but more importantly for my clients. My clients are the people who placed their faith, hopes and dreams in me and my practice. If anything were to happen to me I wanted to be sure that they will be taken good care of and I did not want them to feel like a number. “
“Joining NFB around 2 years ago when NFB purchased my business was a daunting prospect as I had grown from zero to a reasonably successful business in under 5 years with the help of strategic partners. However, what I found within the NFB Group was the support I needed and the desire at all levels to listen and to help. The intellectual capital within the business is amazing and to be able to stand on the shoulders of giants certainly makes growing my business that much easier. The NFB brand also carries a lot of weight in dealing with clients as well as providers. I can truly say that joining NFB has been the best business decision of my life.”
Marco Van Zyl
“I joined NFB six years ago as an administrator looking for an opportunity to become an IFA. NFB gave me the opportunity by paying for my studies, offering support and developing my skills in order to be successful in reaching my goals of becoming an independent financial advisor. After completing my studies and receiving my CFP designation, NFB gave me a chance to run the Client Service Centre, which was my golden opportunity to interact with clients in my dream capacity. Thanks to NFB, I’ve had everything I needed to grow my own book and become a successful black female IFA.”
Thulisile Nkomo