| Could you share with us the secrets behind how the company builds client loyalty? |
| Our business has combined the personalised service of a boutique firm with the breadth and experience of one of the world’s most successful wealth management groups. We have recently changed our business name to NAB Private Wealth Advisory to more accurately reflect our close relationship with our parent company, National Australia Bank. For our clients, it means we provide them with the right advice and solutions, with the simplicity and convenience of a single point of contact, their Wealth Advisor. Essentially, we put our clients at the centre of everything we do and we deliver on our promises. |
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| What are the company’s competitive edges that help to attract such a high number of new accounts? |
| Our professionalism and expertise allow us to build a deep understanding of our clients’ needs and we focus on delivering tailored solutions and dedicated personal service. We ensure our teams are equipped with the insights and capability to better identify and meet the needs of our clients. |
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| What are some of the challenges and opportunities that you foresee may influence new accounts in the next 1-2 years? |
| Competition will continue to increase and as clients become increasingly savvy with their decisions, market participants will need to focus their effort where they can genuinely add value. The successful firms in the coming years will be those who have the ability to deliver the right advice and the right products in a timely fashion. |
