We're here to help you grow your wealth with confidence.
Our local investment team combine strong long-term performance with responsible investment themes like clean energy and healthcare innovation.
SBS Wealth is owned by SBS Bank. SBS Bank is owned by its members. So, we answer to locals, not offshore owners.
Whether you're just starting out or planning for your retirement, our smart investment tools make it easy to invest with purpose.
It's 12:54pm
Time to invest in peace of mind.
With SBS Wealth KiwiSaver Scheme, your money is actively managed by a New Zealand-based team focused on delivering strong, long-term results. Our strategy blends global diversification with thoughtful decision-making.
And with the Lifestages Auto Option, your investment mix adjusts automatically as you age - keeping you aligned with your goals throughout life's changes.
Top performers know the importance of financial advice
Our advisers are here to listen to you, understand what you want your future to look like and carefully grow your investment to get there.
With flexible access and a wide range of investment options, your plan can evolve as life changes - giving you clarity and confidence every step of the way.
Which one are you?
Investing for your first home or for retirement?
Our high-performing KiwiSaver Scheme could be right for you.
Investing for something else?
View our Investment Funds. Save for your long term goals.
Looking to build your wealth?
Our portfolio service is perfect for when you have a larger amount to invest over the long term but want to retain some flexibility.
See what your retirement balance could be
Is your number enough?
Get in touch with us to talk about your retirement plans today.
Important Information: These figures only relate to KiwiSaver and do not take into account any other retirement savings or income you may have or be entitled to. This calculator is intended as a guide only and assumptions have been made. You can access the full calculator with links to the assumptions here. The assumptions are set by the Government and are important because they affect the result of the calculation. Find out more on the Financial Markets Authority website at: www.fma.govt.nz/ investors/resources/kiwisaver-projections/. Returns are not the returns individual KiwiSaver members would have received as this will depend on the prices at which units are purchased on the date that contributions were received for each KiwiSaver member. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed. Normally you can withdraw your KiwiSaver retirement savings when you reach New Zealand Superannuation age (currently 65 years).
I’d love to help grow your money
Here at SBS Wealth we want all New Zealanders to have enough money to not worry about money! Practical financial advice can help make that happen, so let’s talk.
- Morne Redgard, CEO
