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Jenna Haldane
SBS Wealth logo
Join Now

Jenna Haldane

Financial Adviser

Jenna is in our Southland-based team where she is devoted to creating meaningful and lasting impacts on peoples lives through the creation of successful investment outcomes.

She can assist in evaluating your overall financial situation, help identify your future goals, and map out a plan to get you there. Jenna is with you through all stages of your investment journey, ensuring you are on track to protect your wealth over time and that you are meeting your goals along the way.

Jenna spent nine years working in rural Southland farming before attending Lincoln University where she studied business, marketing, and agricultural science. Jenna completed her Level 5 qualification whilst working as a paraplanner and client account manager for a financial advice business originally started by her late father.

Our Financial Advice Provider Disclosure Statement is available here.

jenna haldane adviser profile image for website

Specialist Areas

  • Wealth Management and Accumulation
  • Portfolio Management
  • Investment Advisory
  • Retirement Planning
  • KiwiSaver

Qualifications & Memberships

  • National Certificate in Financial Services (Financial Advice) (Level 5)

Contact

 

 

 

Jenna is based in Invercargill

She serves the broader Southland 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