Everyone’s situation is unique. This is why a personalised wealth plan is important. You, and your family, will have your own goals and aspirations. We then help you to:
- Take stock of your current finances and ensure your investments are on track
- Plot your future finances using cashflow modelling, enabling you to prioritise your short, medium and long-term objectives
- Use goal-based investing so that you can track your financial objectives against your portfolio performance
- Ensure your plan remains relevant as your circumstances and financial markets change.
Online wealth services
Access your wealth 24/7 through our online wealth services, available via desktop or our mobile app.
Online users can see a consolidated overview of their wealth with Nedbank Private Wealth, make payments and transfers, set-up direct debits, execute foreign exchange transactions, and analyse the investment performance of discretionary managed portfolios – all in one place.
We also offer clients the use of a secure chat messaging app.
Access our articles and insights
Navigating a permacrisis: Finding financial and emotional stability in a world of uncertainty
The world has faced many crises lately, from Brexit and the pandemic to Ukraine and the Middle East. These events have created a sense of ‘Permacrisis’, a word that means a long-lasting state of instability and insecurity. It was even dedicated as the dictionary’s word of the year in 2022.
The opportunity cost of cash
One upside to the steady stream of central bank rate hikes is that higher interest is now finally being paid on cash savings. After years in which returns on cash were virtually zero, savings accounts paying over 5% may sound appealing, but is cash an answer for your long-term goals?
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We regularly publish articles and insights, as well as host webinars, to explain what’s happening in financial markets and how we can help you achieve wealth goals. Just sign up to receive our regular updates in your inbox.
Read the latest edition of Opportunity
Our client magazine, Opportunity, is published three times a year and provides insights and company updates for our clients.
If you would like to receive copies in the future, please sign up via our subscription centre.
Start a conversation
Please call us today on +44 (0)1624 645000. Our office hours are weekdays from 8am to 8pm (UK time), except for UK public holidays.
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