Spend more time doing what you love while your money is working for you. Sit down with a Financial Adviser from SBS Wealth to prepare a tailored investment plan to meet your long-term financial goals. It doesn’t matter if you are accumulating or starting to draw down your assets, we’re with you. We help Kiwi families, individuals, trusts, and charities across New Zealand. SBS Wealth is an operating division of Funds Administration New Zealand Limited (“FANZ”).  FANZ is a wholly owned subsidiary of SBS Bank. A copy of our Financial Advice Provider Disclosure Statement is available here.

 

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Lifestages KiwiSaver Scheme

Saving for a first home or retirement?  The Lifestages KiwiSaver Scheme is dedicated to helping you achieve your financial goals.
 

Find out more
 


Lifestages Portfolio Service

Saving for something else?  The Lifestages Portfolio Service provides effective asset management to achieve your long-term financial goals.
 

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Premium Portfolio Service

Need something a bit more bespoke?  Our Premium Portfolio Service may be right for you.
 

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Meet Our Team


We’re locals supporting locals.  You can find one of our financial advisers located throughout New Zealand and in some SBS Branches. 

Using a holistic approach, our Financial Advisers can help you understand where you are in your financial journey, where you would like to go, and help create a plan to get you there.  They know everyone’s financial goals are unique which is why they specifically tailor their advice to your unique situation and objectives.


More about our team

 

 

Our Investment Philosophy


We take a hands-on approach to investments. We believe in actively managing investments to take advantage of opportunities and to allow us to react to the unexpected in a responsible and environmentally friendly way.  By taking this approach, we believe we are best positioned to manage investments while keeping risk in check.

 


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