We offer a range of investment services to meet every investor’s unique needs.  Depending on your investment time frame and goals, different services may be right for you.  You don’t have to figure out what service is right for you on your own – reach out to one of our Financial Advisers today to get started.


Saving less than three years?

With a term investment, you choose how long you want to lock your money away for, anywhere from one month to three years.

If you’re looking for shorter term options offered through our parent company, SBS Bank, visit their term investment pages here.

View our latest term investment special rates





Saving for your retirement or first home?

The Lifestages KiwiSaver Scheme helps Kiwis save for two of life’s biggest milestones, buying your first home and retirement. You can select your own mix of growth and income assets or let our Age Auto option put you in the right mix of funds for your general age and stage. 

If you need any help with your KiwiSaver journey, we also have financial advice on tap and no additional cost.  Saving for your future home or retirement has never been easier.

Join or switch now





Saving for something else?

It is important to look after your wealth and see it grow sustainably. 

This service offers you a choice of different portfolio options based your preference for investment style, tax efficiency, risk, expected return and your time horizon.  Contact our SBS Wealth financial advisers for help in developing a personalised investment plan that will help you to achieve your long-term goals.

Contact an adviser





Need something special?

If you require a more specialised service, the SBS Wealth Premium Portfolio Service offers you the flexibility to create a bespoke portfolio.  Working with an SBS Wealth Financial Adviser, you can fully customise your portfolio to best achieve your goals in a way that works best for you.

Contact an adviser