James Camons
Financial Adviser
James is our Wealth Management Specialist based in Auckland, joining us with over 20 years experience working in the Wealth Management industry.
James is dedicated to arming clients with the information needed to turn values and priorities into attainable financial goals, acting as a sounding board and voice of reason to provide the confidence and tools needed to make major investment decisions. He is a member of Financial Advice New Zealand and is bound by their Code of Ethics, Practice Standards, and Rules of Conduct.
Outside of work James enjoys spending time with friends and family.
Our Financial Advice Provider Disclosure Statement is available here.
Specialist Areas
- Wealth Management
- Investment Planning
- Retirement Planning
- Investment Advisory
- Portfolio Construction
Qualifications & Memberships
- National Certificate in Financial Services (Financial Advice) (Level 5)
- Postgraduate Diploma Financial Planning
- Graduate Diploma Business Studies (PFP)
Contact
- 0800 727 935 (contact centre)
- james.camons@sbswealth.co.nz
James is based in Auckland
He serves the broader Auckland region.
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.