Modern portfolios designed for long-term success

Structured Product Builder

The NEBA Note Builder is a sales tool designed for Financial Advisers who are unable to find a suitable investment for their clients. By describing what your clients needs are, NEBA can design a product that meets their specific needs. Please give as much information as possible. You describe it, we design it!

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NEBA works with

20+

Platforms:
  • Custodian Life
  • Friends Provident International
  • RL360
  • Hansard International
  • Utmost
  • Ardan
  • Novia Global
  • & many more…

NEBA has access to

100+

Funds:
  • Dominion
  • Guinness
  • Canaccord
  • VAM
  • Hinton
  • Marlborough
  • Rudolf Wolf
  • & too many to list…
Insurance is vital in financial planning.

Investments for the future are important, but taking care of bumps on the way are just as important:

  • Health
  • Term Life
  • Whole of Life
  • Group
  • Key Man
  • Critical Illness
  • Loss of Job
Model Portfolios

Use NEBA’s Risk Assessment on your clients: have them invested in a commission-paying Model Portfolio geared towards their appetite.

Have additional questions?

We’re here to help. Let’s talk.