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David McBrearty
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Join Now

David McBrearty

Financial Adviser

David has over 30 years’ experience in the finance sector and believes passionately in the value of good financial advice. Throughout his career he has specialised in retirement planning, assisting his clients to attain their long-term goals, and helping them navigate the ups and downs of the markets.

David also strongly believes in giving back to his profession and has been actively involved in several financial industry bodies throughout his career.

Outside of work, David enjoys spending time with his family. He has also been involved in a number of sporting endeavours but is now mainly confined to being an ardent follower of most sports, along with enjoying the fruits of his wine cellaring hobby.

Our Financial Advice Provider Disclosure Statement is available here.

david mcbrearty profile page

Specialist Areas

  • Wealth Management & Accumulation
  • Investment Planning
  • Retirement Planning
  • Transitioning to Retirement

Qualifications & Memberships

  • MCom (Hons)

Contact

 

 

 

David is based in Christchurch

He serves the broader Canterbury region.

Your long term investment partner

Who are we?

SBS Wealth is a goals-based financial advice provider and fund manager
that has been helping Kiwis meet their long-term financial goals for over two
decades. We are owned by SBS Bank, a 100% customer-owned mutual with a 150-year track record for looking after members’ money.

Who do we help?

The short answer is everyone. We serve Kiwi individuals, partners, families, trusts, and charities across Aotearoa. It doesn’t matter if you are still accumulating or starting to draw down your assets, we’re with you.

Want to talk about your financial future? I’m listening.

Your future goals are personal, so you deserve personal financial advice to help you achieve them. Let’s talk.

Book now