NAB Private Wealth

With ongoing market volatility top of mind, we explore some investment options to consider in our February edition of Private View. Topics: 🪙 The advantages real assets offer to investors seeking diversification, protection against inflation, and a reliable income source 💵 A look at bond performance over the past decade and whether they offer protection against equity market downturns 🏡 Michael Saadie, Executive NAB Private Wealth and JBWere CEO, talks to Boulevard Magazine about investment and property trends, and how clients are responding to market volatility We also look at AI‑driven scams, and the red flags investors need to watch for. Access full articles here: https://lnkd.in/giPiUYk2 To receive the latest wealth insights directly in your inbox, subscribe to NAB Private View: https://lnkd.in/gmvdMEVp #PrivateWealth #InvestmentInsights #Markets #PortfolioStrategy #WealthManagement

Thank you to our valued clients who joined us to celebrate the Lunar New Year. It was a wonderful opportunity to connect, share stories, and welcome in the Year of the Fire Horse - which is synonymous with ambition, progress and forward momentum. Special thanks to our teams across Melbourne, Adelaide, Perth, Brisbane and Sydney who helped make the celebrations a memorable experience for all who attended. We wish all our clients, partners, and friends, a year of happiness, good health and prosperity. #Community #Partnerships #LunarNewYear #YearOfTheHorse

There are many ways to use margin loans to enhance investment opportunities - they can help investors increase market exposure and unlock liquidity – but they also come with risks. If you're exploring financing options to grow your wealth, or want to use your current investment holdings to achieve business or other investment goals, here are three key approaches to consider: ��� Increase market exposure through leverage 💵 Access liquidity for investment opportunities 🧾 Pre-pay interest for a potential tax benefit Learn more about how margin loans work, how they could fit into your overall wealth strategy and the key risks to consider: https://lnkd.in/gzER7aBy And to explore whether these approaches are suitable for your wealth strategy, reach out to your NAB Private Banker today. #Investing #WealthStrategy #MarginLending #MarginLoans  #FinancialLiteracy #NABPrivateBank #RiskManagement

It’s a well-trodden path for many investors to panic and sell as they watch the value of their share portfolio plunge during market downturns. However history shows many of the best days in equity markets cluster right next to the worst days. In early 2025, the Australian market hit a record high, then fell approximately 14% within weeks - and like previous cycles (GFC, COVID), sharp rebounds followed. What the data says: 📈 Markets tend to price recoveries ahead of the economy 🤜 Loss aversion may nudge investors to respond at the wrong time ⏲️ Take into consideration CGT and transaction costs when trying to time equity exposure. Instead of trying to avoid volatility, look at developing a framework to manage it within your portfolio. NAB Private Wealth offers a range of investment strategies that can be utilised to manage your overall equity exposure. If you're looking to put a strategy in place or if it's time to review your current investment strategy, reach out to your NAB Private Banker today. Find out more about the cost of missing share market rebounds: https://lnkd.in/gQ5RHdn4 #Investing #BehavioralFinance #AssetAllocation #WealthManagement Source: NAB Private Wealth analysis; Bloomberg data to 28 Feb 2025

NAB Private Wealth is proud to be recognised by RFI Global in the Australian Banking and Finance Awards 2026, receiving honours in two categories: 🎀 Outstanding Private Bank (assets up to $10m), and 🎀 Outstanding Private Bank (assets over $10m). These honours are determined by the voice of the customer and reflects the depth of expertise, strategic focus, and commitment our teams bring to supporting high-net-worth clients across Australia. Through an integrated approach to banking, investments, and advice solutions, NAB Private Wealth continues to deliver outcomes that help our clients grow, protect, and manage their wealth with confidence. This recognition reinforces the strength of our proposition and ambition to be Australia’s leading private wealth provider. Thank you to our team across NAB Private Wealth - your commitment and dedication to clients have made this accomplishment possible. Read more: https://lnkd.in/gW9af-RR Ivano Simonutti, Matt Lawrence #nabprivatewealth #rfi #exceptionalservice #financialexcellence

It was a pleasure to bring together our colleagues and clients for a PwC & NAB Private Wealth event, featuring an insightful economic outlook from Sally Auld GAICD, Chief Economist at NAB. Sally shared her perspectives on the theme “Off to the races in the year of the horse”, exploring the key economic forces shaping the year ahead and what they may mean for investors navigating an ever-changing global landscape. Thank you to PwC for hosting this event, and to everyone who joined us for a thoughtful discussion and engaging Q&A. We value opportunities like this to connect, exchange insights, and support our clients with informed, forward‑looking perspectives. Stay connected - For the latest wealth trends and insights, follow us here. Jade Dixon, Claire Hanrahan, Ivano Simonutti, Scott McDonald, Rama Ramanarayan, Dale Baker, Michael Vallarelli, Olivia Layton #NABPrivateWealth #EconomicOutlook #ThoughtLeadership #ClientEvents #Partnerships #Investing

Congratulations to the many individuals across the NAB Private Wealth and JBWere communities recognised in this year's Australia Day Honours. In particular, Peter Roach from the JBWere team, a truly deserved recognition of his long- standing contribution and impact.

Mortgage-backed securities (MBS) may seem complex at first glance, but they’re emerging as attractive investment opportunities in today’s dynamic interest rate environment. For those looking to access the commercial and residential property markets, without the challenges of direct ownership, MBS offer a compelling alternative. Peter Moussa, Head of Investment Insights at JBWere, shares insights on why MBS are regaining attention and how they can strengthen a well-diversified portfolio. Explore more: https://lnkd.in/gM3NfiC6. For the latest wealth and investment insights, subscribe to Private View: https://lnkd.in/gmvdMEVp #MortgageBackedSecurities #FixedIncome #Diversification #PortfolioConstruction #Investing #WealthManagement #NABPrivateWealth

With the prospects of interest rates rising, many investors are reassessing how to balance stability, income, and liquidity in their portfolios. Two of the most common fixed‑income options, term deposits and bonds, may look similar at first glance, but they play very different roles. If you're exploring how fixed‑income strategies can support your broader investment objectives, it’s worth taking a closer look at both options. 📖 Learn more: https://lnkd.in/gFhS73sh For the latest wealth and investment insights, subscribe to Private View: https://lnkd.in/gmvdMEVp #FixedIncome #Investing #Bonds #TermDeposits #WealthManagement #PortfolioConstruction #NABPrivateWealth