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Nab can assist you and your clients with Australia's Significant Investor Visa (SIV)
National Australia Bank can assist you and your clients with Australia’s Significant Investor Visa (SIV)
At National Australia Bank (NAB) we understand that ensuring your client has the right investment advice and access to a range of complying investment categories, as advised by the Minister and the States and Territories, is one of the key issues you face in assisting your clients gain their Significant Investor Visa.
Our dedicated Private Client Managers are here to work with you and your clients along every step of the visa application process. They will ensure that your client has a thorough understanding of the investment options NAB can advise on and provide to them, within the state or territory they are applying for.
NAB Private Wealth
NAB Private Wealth is Australia’s largest private bank[1], offering highly personalised banking and wealth management solutions tailored to the individual needs of your client. In addition to the dedicated Private Client Manager assigned to your client, NAB Private Wealth provides your client with access to a range of specialists, from across the NAB Group of companies, to advise them on wealth creation and protection strategies including asset allocation, portfolio optimisation, tax planning, risk management, trusts and estate planning, even philanthropy.
Our Private Wealth services have been recognised through a suite of awards, having been named:
· Winner Private Bank of the Year Smart Investor – Blue Ribbon Awards 2013
· Winner Outstanding Institution Philanthropic Services and Outstanding Analyst by Australian Private Banking and Wealth Awards 2013
· Winner High Net Worth (US$1 million to US$10 million category) By Euromoney Private Banking & Wealth Management Survey 2013
· Winner Australia’s Best Private Bank – Australia by Asian Private Banker Awards for Distinction 2012
NAB is one of Australia’s largest banks which, as well as operating NAB Private Wealth, also operates Australia’s largest business bank and agribusiness bank, offering your client over 150 years of accrued experience. NAB is a top 10 ASX listed company with a presence in 10 countries including major banking operations in Australia, New Zealand, UK and USA. The company employs 40,000 people globally who service over 12 million customers. NAB is ranked as the Safest Australian bank and #16 overall World’s Safest Bank[2].
Significant Investor Solutions
In line with our expertise and position in the Australian banking market, NAB Private Wealth is ideally placed to advise your client on a suite of 20 SIV complying products and funds developed by the NAB Group, as well as offering solutions provided externally by third parties. If their investment preference is to invest in an Australian company or agribusiness, we will introduce them to one of our Business Banking Managers from Australia’s largest and leading business bank or Australia’s largest agribusiness bank. We will work together to help manage and grow your client’s investment.
Connect with us
You can connect with us at any time by contacting one of our local SIV experts, who will connect you and your client with our Private Bank in Australia.
Australia
Shannon Kong
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Australia (National)
T: +61 477 331 892
Lily Huang
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(New South Wales)
T: +61 467 818 628
Victoria Xia
E: Victoria Xia This email address is being protected from spambots. You need JavaScript enabled to view it.
(Victoria)
T: +61 467 807 339
China and Hong Kong
Sharon Sun
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+86 138 172 70279
Singapore
Orlane Hugh
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T: +65 8339 5600
India
Rajesh Iyer
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T: +91 22 6198 8261
United Kingdom
Rebecca Paine
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T: +44 792 0500 238
For more information, please visit www.nabgroup.com/migrantbanking
[1] Australian Private Banking Council Benchmarking Project 2012 – performance amongst Australia’s five largest banks.
2 Comparison of long-term credit ratings and total assets of the 500 largest banks (Global Finance Magazine 2012)
Important Information
This website information is not intended to provide you with particular advice and in providing this information; we have not taken into account your particular investment objectives, financial situation and your particular needs. You should assess whether this information is appropriate for your individual investment objectives, financial situation or your particular needs, either by yourself or in consultation with your adviser. NAB expressly disclaims any responsibility or liability to anyone who acts or relies upon anything in this publication, or for any errors or omissions therein.
