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.
Company Details
- Employees
- 28
- Address
- 125 The Terrace, Level 18,new Zealand
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Wellington, Wellington Region
Sbs Wealth Questions
Sbs Wealth's website is https://www.sbsbank.co.nz/wealth.aspx
Sbs Wealth's LinkedIn profile is https://nz.linkedin.com/company/sbs-wealth
Sbs Wealth has
28 employees.
View email and phone details for 28
employees at Sbs Wealth.
Sbs Wealth's industry is
Financial Services
Sbs Wealth's top competitors are
Jarden,
Craigs Investment Partners,
Direct Capital,
Sbs Bank,
Creative Hq,
Massey Ventures,
Icehouse Ventures,
Fisher Funds,
The Co-Operative Bank,
Milford.
Sbs Wealth's categories are Financial Services
