Del Smith
Financial Adviser
Del is a Bay of Plenty local. She is passionate about building relationships with her clients and assisting them to achieve their long-term financial goals.
She can help identify your financial goals – what is important to you now and in the future – and then help formulate a plan that is understandable and engaging to get you there. Del will be there to assist you through your investment journey, ensuring your current plan is working and that you are on track to your financial goals.
Del has over 25 years working within the financial industry. Previous experience includes investment adviser roles at SBS Bank and Lloyds Bank (United Kingdom).
Del is originally from Rotorua, spent 15 years living in United Kingdom and returned to the Bay of Plenty in 2006.
Outside of work, Del enjoys fishing, travel & exploring new places and meeting people, spending time with her family and friends.
Our Financial Advice Provider Disclosure Statement is available here.
Specialist Areas
- Wealth Management & Accumulation
- Portfolio Management
- Investment Advisory
- Retirement Planning
- KiwiSaver
Qualifications & Memberships
- National Certificate in Financial Services (Financial Advice) (Level 5)
Contact
- 07 579 4783
- 0800 727 935 (contact centre)
- delwyn.smith@sbswealth.co.nz
As a member of the SBS Wealth Advice Team Del can take your call from wherever you are located.
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.