Why NAB Financial Planning?

NAB’s financial planning division is well-established including:

• 220 NAB financial planning sites throughout Australia
• 470 planners and specialists providing financial planning advice
• $13 billion funds under management

Qualified planners and specialists have the training and experience to help you with a wide range of financial planning services for your business. They are also able to draw on the expertise within the NAB group of companies to provide quality advice across all of your business needs.  This includes the specialist research and technical resources of NAB’s wealth management division, MLC.

Financial planners and specialists are members of the Financial Planning Association, the peak professional organisation representing qualified financial planners in Australia, and therefore adhere to set standards in relation to ethics, conduct, and continuing professional development.

The full range of services and products on which our financial planners and specialists can advise is outlined in our Financial Services Guide, which your planner or specialist will provide in your first meeting.
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