FANZ Private Wealth is an operating division of Funds Administration New Zealand, the funds management subsidiary of SBS Bank. SBS Bank has been looking after New Zealanders and their money since 1869, and was registered as a bank in 2008. Neither Funds Administration New Zealand or FANZ Private Wealth is a registered bank. With an historical home base in Southland, SBS Bank has a presence on both Islands and is proud to be kiwi with a solid history.
FANZ Private Wealth was set up as a specialist investment service in 2002. We wanted to make sure everything we did best served our Members and their investments.
Staples Rodway Asset Management
SRAM was the investment division of the accounting firm Staples Rodway. In 2015 FANZ purchased a 50% shareholding in SRAM, and subsequently purchased the remaining 50% in 2018. The operations of SRAM and FANZ were combined in 2018 with the entities looking to be formally amalgamated.
Since its creation, FANZ Private Wealth has been firing all cylinders and now manages over $1 billion on behalf of 19,000 New Zealanders.
ON THE RECORD
Annual returns are like wine vintages. Looking good in a favourable year is relatively easy, but who can perform best when conditions are tough?
Everyone must start their journey somewhere.
But advice and structure can greatly add to wealth potential over time.
TAILORED ADVICE
FANZ Private Wealth Financial Advisers are professionals.
Where it gets a little complicated is in working out how to get you to the place you want to be financially. There is no one-size-fits-all template. Every investor brings a unique set of circumstances.
A holistic view about your wealth (taking into account both financial and non-financial considerations), combined with FANZ’s structured planning and financial markets knowledge allows FANZ Private Wealth Financial Advisers to tailor their advice to you.
Some investors haven’t given a lot of thought to their financial goals, and that’s fine. No matter where you begin, the main thing is for you to start on a pathway that leads you to financial growth and freedom.
Who do we work with
- Individuals
- Families and Trusts including managing intergenerational wealth
- Charities
- Companies
- Not for profit organisations
The FANZ Private Wealth team
Hayden Mulholland
Auckland & Hamilton
Hayden is a Wealth Management specialist with a history of helping clients articulate and achieve their goals.
Ricky Harper
Auckland
Ricky has over 15 years’ experience in the finance sector specialising in portfolio and wealth management.
Del Smith
Bay of Plenty
With over 25 years’ experience in the banking and financial services industry including providing financial advice for investment and retirement planning.
Kara Northcott
Taranaki
Kara has over 29 years’ of experience in the Banking industry and has spent the last 19 of these specialising in client wealth management.
Christine Hughes
Wellington & Hawkes Bay
Christine has over 18 years experience in the banking and financial services industry, and has been a financial adviser since 2011.
Kelly McNamara
Canterbury
Kelly has over 15 years’ experience in the financial services industry, primarily in Retail Banking and Portfolio Management.
Martin Lubransky
Tasman and Marlborough
Martin is an experienced investment adviser who advises numerous personal clients and Family Trusts throughout New Zealand.
Richard Devereux
Dunedin, Cromwell and Timaru
Richard has over 20 years’ experience in the financial services industry and graduated as a Certified Financial Planner in 2006.
Monique Morton
Southland
Monique has over 25 years’ experience in the financial services industry; including management positions within the banking sector.
Jordan Saville
Southland
Jordan has been with the SBS Group for 5 years, having graduated from Otago University with a Bachelor of Commerce, majoring in Finance.
Brenna O’Neill
Southland
Brenna graduated from the University of Otago with a Bachelor of Commerce, majoring in Finance and a Bachelor of Science, majoring in Psychology.
Digital Advisers
Llivia Puig
Digital Adviser
After 7 years of retail banking and Leadership roles in Spain Llivia decided to relocate to New Zealand in 2014.
Del Smith
Digital Adviser
With over 25 years’ experience in the banking and financial services industry including providing financial advice for investment and retirement planning.
Fiona McClelland
Digital Adviser
Fiona is a born and bred Southlander with over 25 years experience in the financial services industry. She has been part of the SBS Bank team for the last 7 years.
Leadership Team
Michelle Forster
Michelle has more than 20 years’ experience in the financial services and investment industry and brings a depth of knowledge and client service experience.
Grant Watson
Digital Adviser
Grant has over 20 years' experience in the financial services, funds management and investment advice industries.
A disclosure statement is available from your FANZ Private Wealth adviser on request and free of charge.