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Welcome to NB Financial Services Pty Ltd

There is nothing better in life than when you find an experience that is all about YOU. At NB Financial Services Pty Ltd we deliver that to you through our Client Partnership Program (CPP). We are the best and most reputed financial planner and mortgage consultant, based in Sydney. We have also earned a strong reputation as a wealth advisers and retirement planning professional proudly serving in and around Sydney. Whether you are looking for investing in property through superannuation or experts consultation for your small business financial planning or home loan insurance advisers, NB Financial is the right choice for you.

Our clientele are usually the Wealth Accumulators (35 – 54 years old), busy professionals who might be assets and time poor and seeking financial advice:


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Our Services

Wealth Creation

Cash Flow Management
Mortgage & Other Debt Reduction
Investment Planning
Tax Planning
Retirement Planning

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Wealth Protection

Life Insurance
Total and Permanent Disability Insurance
Trauma Insurance
Income Protection Insurance
Estate Planning
Home Loan Insurance

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Specialist Advice

Mortgage Consulting
Self-Managed Superannuation Fund (SMSF)
Gearing (Borrowing To Invest)
Small Business CGT Concessions
Insurance for Small Business

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Research & Information


Client Testimonials

News & Events


Gearing as a Wealth Creation strategy@ The Executive Centre, RBS Tower.. on Saturday, 20 December 2014 at 5:30 pm


Planning for your Retirement–How much on Thursday, 15 January 2015 at 10:02 am


Risks Management and Insurance Planning – How to Protect Your Wealth? on Friday, 30 January 2015 at 2:30 pm

Get In Touch

Suite 60, Level 11, 88 Pitt Street, Sydney NSW 2000
Phone : (02) 9235 1744
Fax : (02) 9235 1744
Email: nash@nbfinancial.com.au

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