Who do we cater for?

At NAB Private Wealth, we cater to the unique financial needs of business owners, executives, CEOs, healthcare professionals, professional services, and purpose-driven organisations, including UHNW families. Our dedicated team offers tailored solutions designed to support you through every stage of your career and beyond.

Business owners

We understand that high net worth business owners have unique and multifaceted financial needs. Our dedicated team is here to provide comprehensive support, seamlessly integrating both business and personal wealth management. With access to specialised knowledge and exclusive insights, we ensure that every aspect of your financial landscape is expertly managed.

  • We cater to both your business and personal needs, offering holistic support in one place.
  • Our team is equipped to handle intricate cash-flow and lending requirements.
  • Access dedicated specialists who provide tailored advice for your business succession plans.

Executives and CEOs

We pride ourselves on delivering bespoke financial solutions for executives and business leaders. We understand the unique demands and time constraints you face, and our commitment is to provide the support you need with efficiency and expertise.

  • We offer rapid, light-touch tailored solutions designed to support your busy schedule.
  • Enjoy extended access to our bankers beyond regular business hours, ensuring support when you need it.
  • Our dedicated specialists provide personalized advice and solutions, tailored specifically for C-suite and executive needs.

Healthcare professionals

With over 20 years of specialisation in healthcare, NAB Private Wealth offers expert financial solutions tailored to all health segments, including GPs, dentistry, pharmacy, seniors living, and hospitals. Our deep understanding of the healthcare sector ensures that we provide the support and insights you need to thrive.

  • Access finance solutions designed specifically for your professional healthcare needs.
  • Benefit from the expertise of senior executives and healthcare specialists who provide leading insights and advice.
  • Our team at NAB Health, HICAPS, and Medfin offer a range of services, from best-in-class claims processing to business growth support.

Professional services

We understand the unique financial needs of senior professionals in the legal, accounting, and consulting industries. We offer tailored solutions that support your career at every stage, ensuring your financial wellbeing and growth.

  • Secure flexible borrowing options to support partnership equity purchases.
  • Benefit from expert investment strategies and wealth planning, including retirement planning.
  • Access investment solutions designed to comply with regulatory requirements, eliminating conflicts of interest for partners of major firms.

For-purpose organisations and UHNW families

We deeply understand the needs of purpose-driven organisations and ultra-high-net-worth (UHNW) clients across multiple generations. Our tailored products and services are designed to meet your unique requirements and ensure your legacy endures.

  • Enjoy unqualified access to our ULTRA team, the country’s biggest business lender, bespoke corporate banking solutions, and JBWere’s dedicated advisory team.
  • Access unique reports such as The Corporate Support Report and The JBWere NAB Charitable Giving Index.
  • Receive tailored advice for the successful transfer of wealth, power, and the family business across generations through our expert family advisory services.

Wholesale investing

Become a wholesale investor and gain a strategic advantage with access to more sophisticated investment solutions, insights and specialist support.

Voted Best Private Bank in Australia

We’re proud to be recognised as Australia’s best private bank by Global Finance, Asian Private Banker, Euromoney and Global Private Banking Awards.

Explore NAB Private Wealth 

Learn more about the advice, service and insights that we can provide.

Contact us

Talk to a specialist

To explore wealth opportunities, contact your Private Banker or request a call back and one of our team members will get back to you.

Visit your nearest wealth centre

Find a NAB Private Wealth Management Centre or specialist near you. Please note visits are by appointment only.

Sign up for Private View

Read about the latest wealth trends, stories and insights through our monthly email newsletter – Private View.

Terms and Conditions

The information on this website is general in nature and based on information available at the time of publishing, information which we believe is correct and any forecasts, conclusions or opinions are reasonably held or made as at the time of publishing. The information does not constitute financial product or investment advice. Past performance is not necessarily indicative of future results. No warranty is made as to its accuracy, reliability or completeness. To the extent permitted by law, neither National Australia Bank Limited ABN 12 004 044 937, Australian Credit Licence and AFSL No. 230686 or any of its related entities accept liability to any person for loss or damage arising from the use of this information.

You should consider the relevant Product Disclosure Statement and Financial Services Guide (available on request) before deciding whether to acquire, or to continue to hold, any of our products. Target Market Determinations for these products are available at nab.com.au/TMD and jbwere.com.au/other/resources, opens in new window. Fees and charges are payable. Terms and conditions apply and are available on request from NAB. Our credit products are subject to eligibility and lending criteria.

All products and services mentioned on this website are issued by National Australia Bank Limited ABN 12 004 044 937, Australian Credit Licence and AFSL No. 230686 (NAB), except wealth advice services, which are provided by JBWere Limited ABN 68 137 978 360 AFSL No. 341162 (JBWere), and nabtrade, which is the information, trading and settlement service provided by WealthHub Securities Limited ABN 83 089 718 249 AFSL No. 230704 (WealthHub Securities). JBWere and WealthHub Securities are wholly owned subsidiaries of NAB.

WealthHub Securities’ and JBWere’s obligations do not represent deposits or other liabilities of NAB. NAB does not guarantee its subsidiaries’ obligations or performance, or the products or services its subsidiaries offer. You may be exposed to investment risk, including loss of income and principal invested.

Information correct as at January 2024.

©2024 NAB Private Wealth is a division of National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686. ©2024 JBWere Limited ABN 68 137 978 360 AFSL No. 341162. ©2024 WealthHub Securities Limited ABN 83 089 718 249 AFSL 230704.