SBS Wealth's Nature And Scope of Financial Advice Service
We provide a range of investment offerings which are suitable for investors with different investment goals, objectives, and portfolio sizes.
We provide financial advice in the following subject areas:
- Investment portfolio design, implementation and monitoring; and
- Cash flow and goals-based investment management.
Our financial advice is mainly provided in relation to the following financial products and investment services:
- SBS Wealth KiwiSaver Scheme;
- SBS Wealth Investment Funds;
- SBS Wealth Portfolio Service;
- Synergy Investment Programme ('Synergy DIMS'); and
- Agreed investments advised on as part of our SBS Wealth Premium Portfolio Service.
We only provide advice on financial products and investment services that are issued by us or by Consilium NZ Limited, and investments agreed with our clients as part of our SBS Wealth Premium Portfolio Service. These investments cover a range of New Zealand and Australian Managed Funds and listed Equities as well as a range of International Equity and Fixed Interest Investment options.
We also offer a standalone Term Deposit Service and a Custodial Reporting Service. These do not involve us providing any financial advice services or taking account of our clients' objectives and are provided for clients who just want us to arrange for investments to be held on their behalf. An arrangement and or administration fee may apply for this service.
We do not provide financial advice on:
- Insurnace and risk management;
- Loans and debt management;
- Budgeting;
- Estate planning; or
- Taxation