Portfolio Planner

If you have estimated your borrowing power using the calculator, you might then like to begin planning your finances around NAB Portfolio Facility.

You can use the Portfolio Planner (PDF, 308kb) (PDF) to think about how you might wish to organise your savings, transactional and investment borrowing into separate accounts under your portfolio limit.

Once you've captured your needs on the planner, you can use it in your discussions with a NAB banker.

If you would like to find out more about NAB Portfolio Facility, please call your NAB banker or call 13 13 12 and choose the Investment Loans option (between 7am - 9pm EST, Monday - Friday or 8am - 9pm, Saturday - Sunday), or you can apply online now.