Close the retirement gap
We're here to help you live the life you want by structuring your savings so your money can work for you. Whether you're new to investing or already have a plan, we've got options to suit your needs.
Grown with care
We take a long view to investment success. Our focus on preserving and growing your money means you’ll always feel well looked after at SBS Wealth.
Active management
Every one of our investments is actively managed by people – not computer programs. Our fund managers’ only job is to make sure your investments deliver on their goals.
Responsible and sustainable advice
We strongly believe that making good decisions starts with good advice. So we go out of our way to make it available to every one of our customers.
Expert investment advice on tap
You just can't beat talking to a real person. Come have a chat with our real investment advisers, at no additional charge. We have experts in providing advice situated throughout New Zealand, as well as a digital team available online.
Our story
At SBS Wealth we take a long view to financial performance.
In one form or another, the SBS Group has been helping New Zealanders gain financial independence for 155 years.
SBS Wealth is part of the SBS Bank Group. It had a pretty epic start in 1869, when James Walker Bain trekked across 204km of wilderness between Dunedin and Invercargill to found what was then called the Southland Building, Land and Investment Society.
From day one, we have been a mutual society – 100% owned by its members. SBS Bank Group still is today, so at SBS Wealth we answer only to our customers and the members who own us, not overseas shareholders.
It’s 4:26pm.
The perfect time to transfer KiwiSaver schemes.
KiwiSaver is a long-term investment, but every day you’re in a scheme that’s not right for you could mean missing out in retirement. Let’s do something about that.