PODCAST
PRODUCT OFFERING
As financial markets continue to grow and become more sophisticated, the number of products available to consumers has exploded and in many cases has increased the difficulty of making financial decisions.
NFB has expertise in providing clients with access to the various financial products that can be used as part of the financial planning process. For more information on any of these products please Enquire here.
RETIREMENT PRODUCTS
NFB has expertise in providing advice relating to the various instruments that are used in the retirement provision process. These include:
- Pension and Provident Funds,
- Preservation Funds,
- Retirement Annuities, and
- Living Annuities.
NFB is therefore able to provide the client with access to well priced and appropriate instruments with a variety of institutions.
DISCRETIONARY INVESTMENTS
Investors are faced with a plethora of choices when it comes to making discretionary investments. NFB is able to advise clients on a broad range of investment products including:
- Unit trusts,
- Endowments,
- Matured Endowments,
- Listed Preference Shares,
- Unlisted Preference Shares,
- Shares, and
- Bonds.
NFB has relationships with multiple product providers and can therefore ensure that clients receive cost effective access to state of the art investment products.
RISK PRODUCTS
NFB is able to provide clients with access to insurance products from all of South Africa’s major Life Assurance companies. These insurance products may be used to address any life cover, disability cover, income protection, and dreaded disease cover needs that a client may have. These products may be used in the client’s personal capacity or for business assurance purposes.
STRUCTURED PRODUCTS
NFB is regularly involved in the construction and distribution of structured products to its clients. These products are developed based on both client needs and prevailing market conditions. While each “tranche” is unique, these structured products may provide capital guarantees, and enhanced participation in specific indices.
TREASURY
NFB runs a treasury desk that allows it to provide its clients with access to call accounts, fixed and notice deposits, as well as linked deposits. NFB’s treasury desk provides its clients with a cost effective way of managing their cash reserves.
INSTITUTIONAL PORTFOLIOS
NFB Gauteng, together with NFB Asset Management, offers our services as an independent asset consultant to retirement funds, non-taxed entities and institutional investors. Services include asset allocation, portfolio monitoring and feedback sessions.
