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NAB Case Study

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NAB Case Study

Slater and Gordon currently act for a couple who had sought financial advice from NAB regarding the investment of over $10 million in order to provide them with a secure and reliable retirement income.  At the time the couple received financial advice from NAB, they were retired and such, it was important that their funds were invested appropriately to minimise the risk of losing their capital investment. 

Over the course of 4 years, NAB provided financial advice to the couple and the couple followed that advice.  The couple have since lost a significant sum from their investments that had been recommended by NAB.  With the assistance of Slater and Gordon, the couple have issued court proceedings against NAB to recover their losses. 

The proceedings allege that NAB provided the couple with inappropriate financial advice.  In particular, the couple allege that NAB did not tailor the financial advice to suit the couple’s personal circumstances and investment goals, the investments recommended to them were highly risky (and had a high risk of capital loss) and that the investments carried more risk than was necessary for the couple to achieve their goals.

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