25 June 2025
Margin lending can be used to accelerate wealth strategies but picking the right provider to team up with can make a difference to enacting your plan
Stay ahead of the curve with our monthly flagship newsletter, NAB Private View, where we bring you the latest wealth trends, stories and insights. NAB Private Wealth, together with JBWere and nabtrade.
July 2025 edition
This month we examine what's been driving markets and delve into family succession planning. We also look at the role of bonds in an investment portfolio and are pleased to share our Margin Lender of the Year accolade. I hope you enjoy our insights.
Featured stories
Bonds role in an investment portfolio
ARTICLE
26 June 2025
The level of bonds in an investment portfolio will be determined by your asset allocation strategy combined with risk preferences and income needs
8 tips to get your family succession plans ontrack
ARTICLE
25 June 2025
Family succession on the back-burner? Delay can create unforeseen complications down the track
CIO Office economic and market update
What's impacting markets and the economy, and the outlook ahead.
With some positive signs domestically and internationally, we can help you understand both the opportunities and the risks. Please contact our banking, investments and advice specialists for support.
We are here to support you with your wealth needs so please reach out to our banking, investments, and advice specialists if you have a strategy you would like to explore.
Michael Saadie
Executive, NAB Private Wealth. CEO, JBWere.
