|
Our highly skilled Senior Managers Financial Planning* are exclusively employed to service Private Bank clients. They can advise you on how to make sure your investment decisions are aligned to your financial strategy and help make the implementation process easier for you.
They will work with you to structure and document an integrated financial plan including investment and retirement planning and personal superannuation via ongoing portfolio and plan reviews to coincide with changes in your financial strategy.
They are able to draw on a range of advice, information and solutions from NAB and non-NAB sources in order to meet your needs.
*NAB Financial Planners are Representatives of National Australia Bank Limited ABN 12 004 044 937 Australian Financial Services Licensee No: 230686 Level 24, 500 Bourke St, Melbourne VIC 3000. These and other representatives may receive commission for business introduced to the National group of companies.
|
