Grow your business and deepen your customer relationships

Book a time

More than just a KiwiSaver provider

 

Proven performance, trusted NZ brand

A compelling option to present to your clients

A consistent track record of strong returns and responsible management

'Grown with care' means your clients benefit from steady, thoughtful growth

We're simple and easy to deal with

Be up and running as a partner within 14 days

Great online tools and support material

In person help when you need it

Competitive partner benefits

Fair distribution fees

On-time, reliable quarterly payments

We play a supporting role, never cutting you out

A new strength for your business

Serve more of your clients needs, build stronger relationships

Diversify your income with relatively low effort

Improve your average revenue by client

As easy as 1, 2, 3

Initiate

You invite the client to consider reevaluating their KiwiSaver provider.

Our retirement projection and risk profiler tools are available to support your conversation.

 

Onboard

If the client chooses SBS Wealth, you assist them to complete the switch.

Once the switch is done you'll immediately be earning your commission.

 

Ongoing

We'll continue to support and advise your client directly.

Our promise: Grown with care

SBS Wealth actively manages client funds. Our people are hands-on with client money, caring for it as if it were their own.

Our parent was founded in a place known for growth. Dairy, farming, oysters... even swedes! Southland's (and the South Island's) heritage in primary produce is a point of pride and integrating our Southern values into our vision was a natural point of course.

Growth, when it all boils down, is what our customers want.

"Grow my KiwiSaver balance, so I can enjoy life in retirement or get my house deposit together"

"Care for my KiwiSaver balance"

RI Brochure image 1

Product Disclosure Statement

Learn more

Other Material Information

Learn more

Partner with SBS Wealth

Our team are here to help.

- Dennis Edel, Chief Client Officer

Contact us

240309SBSWealth 8891