SBS Wealth

SBS Wealth is a goals-based financial advice provider and fund manager that has been helping Kiwis meet their long-term financial goals for nearly two decades. We are owned by SBS Bank, a 100% owned Kiwi-owned mutual with a 150-year track record for looking after members' money. We serve Kiwi individuals, partners, families, trusts, and charities across New Zealand. However, we also help newcomers and future Kiwis who may be looking to invest as part of their immigration requirements. It doesn't matter if you are still accumulating or starting to draw down assets, we're with you. We are also passionate about responsible investing, having had screens in place to mitigate exposure to investments associated with harmful practices since 2016 and achieving Toitū net carbonzero certification in 2022.