Personalised wealth roadmap
A structured view of your finances in minutes
NEBA WealthPath distils the questions NEBA Private Clients SA would cover in a first planning meeting into a short, guided WhatsApp journey. Your answers translate into a clear written roadmap that highlights priorities, possible tax advantages and practical next steps.
What you receive
Your NEBA WealthPath report is prepared by the NEBA Private Clients SA team and summarises:
- Your key priorities based on your current financial situation and future objectives.
- Gaps and risks that may need attention over the next few years.
- A suggested financial contribution range aligned to your capacity.
- Where tax advantages may be available in principle.
- Tailored next steps with a NEBA financial adviser to help you refine and implement a personalised plan.
How it works
Once you complete the form, you will receive a WhatsApp message from NEBA Private Clients SA. You can respond in your own time. When your answers are complete, your NEBA WealthPath report is generated and emailed as a PDF. A NEBA adviser will then reach out to discuss the report and any decisions you would like to explore.
Prefer to speak directly or have any questions on the report?
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