Contact information

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


With more than 16 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 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.


I want to use some of my pension on debt and a deposit on a house

10 August 2018    60
Where can I transfer the remaining funds without incurring too much tax? ...

What happens when I default on my RA payments?

8 August 2018    23
I've been contributing for 10 years, but haven't been able to pay the last three months. ...

What is the tax impact of a loan to my daughter?

30 April 2018    67
I want to loan my daughter money to build a property, with a contract in place on how interest and capital will be repaid. ...

The ‘perfect storm’ for rand strength

23 April 2018    1    25
The sentiment at dinner tables is positive but that hasn't translated to investments; the markets and economy remain subdued - Stephen Katzenellenbogen, NFB. ...

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    90
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    5
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    84
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  

How to get Sars to pay back the money

30 January 2019    128
A look at three investment products that offer you tax benefits. ...

WTF? (Where’s the future?)

19 October 2018    16
In the current investment climate, clients and advisors must reaffirm the appropriateness of investors’ asset allocations. ...

What a latte in a disposable cup can do for you (or not)

2 July 2018    38
Spend less than you earn, and buy less than you can afford, you will save a lot of money. ...

To kill a bond or not?

18 October 2017    111
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    6
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    18
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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