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.
NFB Private Wealth Management is a part of the AltX listed NVest Financial Holdings (NVE) group of companies, managing in excess of R30 billion with a 33-year track record in providing clients with independent financial advice and a broad suite of other financial services. These include investment portfolio optimisation, retirement, tax and estate planning, risk management, business assurance and asset management services. Clients include HNWIs; family offices; corporates; trusts as well as untaxed institutions.
NFB prides itself on providing a long term personalised and holistic wealth management service, whilst ensuring our clients benefit from cost efficiencies and bespoke product range achieved through scale and strategic institutional partnerships. The company has an expanding regional presence currently in Johannesburg, East London, Port Elizabeth and Cape Town.