Introducing SBS Wealth.
All of us are on a journey to improve our financial security. Achieving your goals for your family’s wealth is about finding the right advice and the best ways to invest and protect your money. That’s how SBS Wealth can help.
Visit SBS Wealth online today, and start building the momentum to achieve your goals.
Financial advice.
You’ll get a strong return on the time you spend with an SBS Wealth financial adviser. No matter what stage of life you’ve reached, or how much (or how little) wealth you’ve built, the financial advisers at SBS Wealth can help with practical steps and clear thinking. They work with you to understand your goals, and show you investment options for your timeframe and your preferred balance of risk and return.
SBS Wealth KiwiSaver.
The SBS Wealth KiwiSaver Investment Team are among the best in the business, focused on delivering the long-term returns you need from investments you’ll feel good about. In fact in December 2024, Morningstar ranked the SBS Wealth High Growth Fund’s returns #2 for the last three years, and #4 for the last five years, out of 19 funds.* This fund may not be appropriate for everyone. Check with one of our Financial Advisers to see which Fund is right for you.
* Morningstar KiwiSaver Survey, December Quarter 2024, within the Multisector Aggressive category as of December 2024.
Investment funds.
Looking for strong returns on your nest egg? SBS Wealth investment funds offer results that are often better than savings accounts or even term deposits. Our experts manage your funds together with those from our other investors, in a wide range of diversified assets. We have different funds to choose from, with different balances of risk and return.
Portfolio Service.
Need a more tailored savings approach? SBS Wealth financial advisers can help you with the SBS Wealth Portfolio Service. They can work with you to assemble a portfolio of assets to suit your risk profile, time horizon and tax situation.
Our investment philosophy.
We take a hands-on approach to investments. We believe in active rather than passive investment management, to take advantage of opportunities and emerging global themes. This lets us react quickly and responsibly to change, and maintain our goals for sustainable and ethical investments.
Important information about SBS Wealth.
SBS Wealth Limited (“SBS Wealth”) is a wholly owned subsidiary of Southland Building Society, operating as “SBS Bank” and is the issuer and manager of the SBS Wealth KiwiSaver Scheme and SBS Wealth Investment Funds (collectively the Funds). SBS Wealth is also the provider of the SBS Wealth Portfolio Service (DIMS). Investments in the Funds and/or DIMS do not represent deposits or other liabilities of SBS Wealth or SBS Bank and are subject to investment risk. The investment risk includes possible delays in repayment and loss of income or contributions invested. The principal and returns of the Funds and/or DIMS are not guaranteed or secured in any way by SBS Wealth, SBS Bank or any other person. For more information see the SBS Wealth KiwiSaver Scheme Product Disclosure Statement or the SBS Wealth Investment Funds Product Disclosure Statement available from this website and the register of offers of financial products at www.disclose-register.companiesoffice.govt.nz. You can also view the SBS Wealth Portfolio Service Disclosure Statement on this website. SBS Wealth is a Class 2 Financial Advice Provider. Before investing, we recommend you obtain personalised financial advice. Past performance is not an indicator for future returns.