Contact information

Contact Number: 0118958000
Address: 108 Albertyn Avenue, Weirda Valley, Sandton, 2196


With more than 12 years’ experience in the financial services industry, Stephen is a prominent wealth manager to individuals, trusts and corporates within NFB’s advisory business. He initially joined NFB Asset Management in 2003 and found his passion for financial advice four years later. To further enhance his role in financial planning, Stephen obtained his postgraduate diploma in financial planning from the University of the Free State in 2008, followed by an advanced postgraduate diploma in financial planning law in 2009. As a result of his discipline, commitment to knowledge building and his relentless endeavour to grow his clients’ wealth, Stephen was appointed to NFB’s board in 2013. In addition to his above qualifications, Stephen has a BCom degree in financial management and a BCom (Hons) degree in investment management from Rand Afrikaans University (now University of Johannesburg). He is married with two young children. He enjoys the bush and scuba diving, having completed his PADI Master Scuba Diver rating.

Company Info

NFB Financial Services Group is a Gauteng based wealth management business with a 30-year track record in providing clients with independent financial advice, and a broad suite of products. Clients include HNWIs; family offices; corporates; trusts as well as untaxed institutions. The company employs over 60 people in the Sandton office. NFB prides itself on providing a long term personalized and holistic wealth management service, whilst ensuring our clients benefit from cost efficiencies and bespoke product range achieved through scale and strategic institutional partnerships. NFB is a part of the AltX listed NVest Financial Holdings (NVE) group of companies which currently manages in excess of R25 billion of client money and continues on a material growth strategy. Services across the group include regional wealth management offices; direct securities; short and long term insurance; property investment and management; trust and executor services and asset management.


How should I invest my R1.5m for retirement?

28 September 2017    77
What kind of investment would you recommend with the lowest costs possible, maximum returns and minimum tax implications? ...

How do executor fees work?

29 August 2017    63
In the executor's draft for my late father's estate settlement, are the 3.5% fees from the total assets or the net assets? ...

We high-five when we save one basis point for our clients

13 July 2017    4
Stephen Katzenellenbogen on asset allocation, building a balanced portfolio, NFB's fee structure and making cost savings for clients. ...

The best place to park your cash

23 May 2017    1    83
What are the best places to park cash (and perhaps in what currency) for an investment return? ...

Invest with greater certainty

30 April 2017    4    18
Reduce portfolio volatility through guaranteed investments and structured products. ...

The risk of being too cautious

18 March 2017    1    26
And benefits of staying invested for the long term. ...

Offshore is a yes, but what?

26 February 2017    8    26
Pointers on whether to choose a unit trust or stockbroking account. ...

Risk on … risk off

2 December 2016    1    9
In the current environment, is an investor being rewarded for taking risk? ...

How best to invest rental income

14 November 2016    8    31
Moneyweb reader’s question answered. ...

In an overtraded market which asset managers should you trust?

7 November 2016    6
Our [offshore investing] position is blue chip equity. Look for good dividend yields: Stephen Katzenellenbogen, director and private wealth manager at NFB Financial Services Group. ...

Stephen's VIEWS  

To kill a bond or not?

18 October 2017    100
If you can get an investment return higher than the interest rate on your bond, then you should allocate any additional cash you have to investments. ...

The risk of being too cautious

1 February 2017    5
Investors are disillusioned after two years of single digit returns and are looking towards cash as a solution; risk off. ...

Offshore is a yes, but what?

27 September 2016    6
Your money is offshore and now it is time to invest. ...

Offshore is a yes, but how?

29 August 2016    12
Direct investment versus product. ...

Invest with greater certainty

2 August 2016    1
Reducing portfolio volatility through guaranteed investments and structured products. ...

Emotional investing

7 July 2016
Sticking to your guns in periods of mass volatility. ...

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