Authorised Financial Advisers

keeping your investing focused

As your savings accumulate, it’s important to take the opportunity to diversify and grow your wealth. Sit down with an Authorised Financial Adviser from FANZ Private Wealth. They will be able to prepare an investment plan for you that will help you to achieve your long term objectives.

Authorised Financial Advisers

Sit down with an Authorised Financial Adviser in an SBS Bank branch. Wealth management services are provided by Funds Administration NZ Ltd (FANZ), a subsidiary of SBS Bank. FANZ has a network of Authorised Financial Advisers across the country who can sit down with you, understand your finances and provide financial advice and a range of investment options for all levels of investment. Utilising the services of an Authorised Financial Adviser will help you develop a structured approach to your investment planning. Offering you a wealth of knowledge about different investment options to match your personal circumstances. An Authorised Financial Adviser will be able to prepare an investment plan especially for you that will help you to achieve your long term financial goals. Your adviser will work with you in a comprehensive six step process to make sure that all of your concerns and goals are discussed, evaluated and a plan put in place to achieve your long term goals. The six steps process includes;

 

1. Establish the member-adviser relationship

2. Gather client data and determine your goals and expectations

3. Analyse and evaluate your position

4. Develop and present written advice

5. Oversee the implementation of the written advice

6. Monitor and review your portfolio and ensure that your goals and objectives are being met.

 

FANZ Authorised Financial Advisers focus on providing investment solutions that take a stable, long term view. By planning, implementing and monitoring investment strategies, Authorised Financial Advisers can assist with income management. Taking a personal approach with each and every investor to tailor a range of investment options to meet your unique needs and goals. With a strong philosophy and years of proven experience, FANZ Authorised Financial Advisers can help you to protect and grow your wealth, while enjoying the benefits of your hard-earned investments.

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important information

Financial advice can be obtained through a Funds Administration New Zealand Limited (FANZ) Authorised Financial Adviser. A disclosure statement for each FANZ Authorised Financial Adviser is available, on request and free of charge. FANZ is a subsidiary of Southland Building Society (SBS Bank).

Authorised financial adviser
 
A copy of the current Southland Building Society (SBS Bank) Disclosure Statement along with our Term Investment Terms & Conditions and QFE Adviser Disclosure Statement are available on request and free of charge from any branch or agency of SBS Bank or on this website
© Southland Building Society, 2016