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Meet our team.
Get to know the expert team behind NB Wealth and learn more about the way we do things.
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Our Vision, Mission & Values.
Our Vision is...
To be the trusted financial adviser for our clients, guiding them through every chapter of their lives with expertise, dedication, and a personal touch, empowering them to secure their financial future and leave a meaningful legacy.
Our Mission is...
To provide bespoke wealth management services to high-net-worth individuals, building strong, enduring relationships that evolve with their needs, and offering tailored solutions that help provide financial security and legacy for generations. We aim to grow naturally by delivering personalised solutions that help provide financial security, legacy, and mutually rewarding success for our clients and our firm.
Our Value Statement is...
We are dedicated to nurturing invaluable lasting relationships with our clients, offering personalised financial solutions with care, integrity, and expertise, ensuring we are there for them at every stage of their journey.
Our Creed.
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Do the right thing.
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Patiently help others.
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Be calm and reasoned.
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Listen more than you speak.
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Relentlessly solve problems.
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Be like Odysseus.
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Maximise client interactions.
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Think in decades, not days.
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Be kind, be positive.
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Attitude > aptitude.
We have a set of 10 core principles that guide our decisions and processes as a financial planning business.
These are more than just words on a page, these are the non-negotiables of our services and the things we live and breath on a daily basis.
They are as follows:
We are a referral-only Financial Planning Practice.
What does this mean?
This means that we only work with those who have been referred to us by an existing client, Partner or connection of our Practice.
The reason we do this is to ensure that all of our clients receive a high-quality, personalised service that is not affected or distracted by ongoing lead generation.
As a result, we do not use any high cost marketing strategies to bring in new clients, or rely on ongoing marketing efforts to grow our Practice. Our existing relationships and partnerships are more important to us.
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