SBS Wealth

Welcome to SBS Wealth, your trusted financial institution located at Wellington, The Terrace, 125. As an establishment specializing in finance, we are a point of interest for individuals, families, trusts, and charities across New Zealand.

At SBS Wealth, we understand the importance of your time and the value of your hard-earned money. That's why we offer personalized financial advice and tailored investment plans to help you achieve your long-term financial goals. Whether you are accumulating wealth or starting to draw down your assets, our team of experienced Financial Advisers is here to support you every step of the way.

As an operating division of Funds Administration New Zealand Limited (FANZ), which is a wholly owned subsidiary of SBS Bank, we have the expertise and resources to provide you with the highest level of service and guidance. Our commitment to transparency and accountability is evident in our Financial Advice Provider Disclosure Statement, which is available for your reference.

If you are saving for your first home or planning for retirement, our dedicated Lifestages KiwiSaver Scheme is designed to help you achieve your financial goals. Alternatively, if you have other financial aspirations, our Lifestages Portfolio Service offers effective asset management to ensure the growth and security of your investments.

At SBS Wealth, we pride ourselves on being locals supporting locals. Our financial advisers are located throughout New Zealand, including select SBS Branches, making it convenient for you to access our services. With a holistic approach, our advisers take the time to understand where you currently stand in your financial journey and where you aspire to be. They then create a customized plan that aligns with your unique situation and objectives.

We believe in a hands-on approach to investments, actively managing them to seize opportunities and respond to unexpected events responsibly and in an environmentally friendly manner. By adopting this approach, we strive to effectively manage investments while mitigating risks.

At SBS Wealth, we are dedicated to helping you make the most of your money so that you can spend more time doing what you love. Contact us today to schedule a consultation with one of our Financial Advisers and take the first step towards a secure and prosperous financial future.