Xolisa Funani, CFP®

Experience

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  NFB Private Wealth Management

  Oct 2013 - now

  Private Wealth Manager

  NFB Private Wealth Management has been providing clients with independent financial advice and a broad suite of products since 1985. We’re part of the AltX listed NVest Financial Holdings (NVE: AltX) group of companies that has more than R30 billion under management and administration.Our highly qualified and experienced multidisciplinary team of Independent Financial Advisors and professionals take care to craft bespoke solutions, tailored to our clients’ individual needs, rather than a one-size-fits-all service. We do this by investing time into deeply understanding our clients before making any investment decisions.We pride ourselves on our long-serving people who collaborate across business skill sets to ensure that every investment decision made for clients is the best possible one. Our pragmatic approach to wealth management, developed hand in hand with our clients, ensures a personalised wealth plan with the goal of future financial growth and security. We simplify the complexity of wealth management for our clients, giving them the ability to make informed decisions with peace of mind. Show less