What is NexLegacy?

This is an exclusive programme that equips individuals and families with the knowledge, tools, and networks to grow, protect, and transfer wealth responsibly. Whether you’re starting your financial journey together, preparing your young ones to take on greater responsibilities, or leading your family’s wealth strategy, NexLegacy provides a tailored approach to ensure lasting financial confidence and success.

Why choose NexLegacy?

Exclusive access

A premium program designed for high-net-worth families.

Growth and stewardship

Learn how to preserve and expand wealth across generations.

Expert-led learning

Gain insights from leading financial specialists, investors, and mentors.

Refined expertise

Master the principles of investing, entrepreneurship, and responsible wealth management.

Experiential learning

Engage in real-world financial simulations, case studies, and interactive wealth-building challenges.

Global and local perspectives

Insights on wealth trends, impact investing, and economic shifts affecting future generations.

Who can join?

To enroll your child for the Nexlegacy programme, you'll first need to be a Nedbank Private Wealth client.

Join us

The programme is structured across 3 aged-appropriate cohorts

Bronze

Kids (Ages 7–12)

Bronze

An interactive, play-based learning experience designed to introduce children to basic financial concepts in a fun and engaging way.

  • Hands-on money management activities to develop early financial responsibility.

  • Gamified experiences such as investment simulations and entrepreneurship challenges.

  • Engaging storytelling and interactive workshops to instil wealth stewardship principles.

Silver

Youth (Ages 13–17)

Silver

Designed to introduce advanced wealth management concepts, leadership skills, and investment strategies.

  • Practical budgeting, investing, and financial planning exercises.

  • Stock market simulations and business case challenges.

  • Mentorship opportunities with industry professionals and wealth advisors.

Gold

Adults (Ages 18 and older)

Gold

A comprehensive programme for professionals, entrepreneurs, and wealth successors who are ready to take a more active role in managing and growing their family’s wealth.

  • Wealth transfer and succession planning strategies.

  • Advanced investment and portfolio management training.

  • Exclusive networking with high-net-worth individuals, industry experts, and business leaders.

family of father mother and two children all smiling

Wealth mastery and financial education

Our program covers investment and portfolio management to help you grow and sustain wealth through strategic decisions. It also includes wealth transfer and succession planning to structure and protect your legacy for future generations. Additionally, we explore philanthropy and impact investing, offering opportunities to create meaningful change while preserving financial growth.

 

 

family of father mother and two children all smiling

Leading with confidence

Our entrepreneurship incubator offers mentorship, business strategy workshops, and funding insights. It includes leadership training with hands-on simulations and case studies, and provides global wealth perspectives through engagement with industry experts.

 

family of father mother and two children all smiling

Community-based learning

Join our wealth retreats, summits, and exclusive networking events with top strategists and investors. Receive personalised mentorship from seasoned advisors and participate in financial challenges and masterclasses to build confidence and skill.

 

 

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NexLegacy is an exclusive wealth education and stewardship programme designed by Nedbank Private Wealth to help individuals and families develop financial confidence, investment acumen, and responsible wealth management skills. It provides expert-led learning, mentorship, and interactive experiences to ensure wealth is sustained across generations.

NexLegacy is tailored for high-net-worth families who want to equip their next generation with the knowledge and tools to manage and grow their wealth responsibly. It is open to individuals at various stages of their financial journey, from those just starting to engage with financial concepts to those preparing for leadership in wealth stewardship.

 
  1. Exclusive access to expert-led financial education and mentorship.
  2. Practical learning experiences in investing, business, and wealth transfer.
  3. Invitation to networking events, wealth retreats, and summits.
  4. Tools to build a sustainable financial future and ensure responsible wealth transition.
  5. Personalised guidance from Nedbank Private Wealth advisers.
  6. Event participation.
  1. Wealth retreats and summits: Exclusive gatherings featuring top financial experts.
  2. Masterclasses and workshops: These cover investment, entrepreneurship, and financial planning.
  3. Business and investment challenges: Real-world simulations to build decision-making skills.
  4. Mentorship sessions: Personalised financial coaching and strategy discussions.

Attendance is by invitation only and based on nominations by Nedbank Private Wealth relationship managers and private bankers. If you meet the qualifying criteria, you may be invited to participate in select experiences.

To be eligible, participants should do the following:

  • Have an active relationship with Nedbank Private Wealth.
  • Show an interest in wealth management, financial literacy, or business leadership.

 

While NexLegacy is primarily designed for Nedbank Private Wealth clients, select programmes may be available to non-clients who wish to engage with our wealth management offerings.

NexLegacy provides expert-led sessions on estate planning, trust structuring, tax efficiency, and long-term investment strategies, helping families structure their wealth for smooth transitions between generations.

The programme is designed to complement our core banking, stockbroking, investment, and financial planning offerings. Participants benefit from direct access to our advisers, ensuring seamless integration of financial education with real-world wealth strategies.

 
  1. Ensures families retain multi-generational wealth within Nedbank Private Wealth.
  2. Strengthens financial confidence and leadership among heirs and next-generation wealth holders.
  3. Provides access to an exclusive network of industry leaders, investors, and business mentors.

For more details or to enquire [DK1] about eligibility, contact your Nedbank Private Wealth banker or email us at contact@nedbankprivatewealth.co.za.
 
 
Secure your family’s financial future with NexLegacy. Your legacy starts today.

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The Nedbank Private Wealth app gives you 24/7 secure access to all your wealth with us – in one place, from the convenience of your phone.

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