Jenna Haldane
Financial Adviser
Jenna is in our Southland-based team where she is devoted to creating meaningful and lasting impacts on peoples lives through the creation of successful investment outcomes.
She can assist in evaluating your overall financial situation, help identify your future goals, and map out a plan to get you there. Jenna is with you through all stages of your investment journey, ensuring you are on track to protect your wealth over time and that you are meeting your goals along the way.
Jenna spent nine years working in rural Southland farming before attending Lincoln University where she studied business, marketing, and agricultural science. Jenna completed her Level 5 qualification whilst working as a paraplanner and client account manager for a financial advice business originally started by her late father.
Our Financial Advice Provider Disclosure Statement is available here.
Specialist Areas
- Wealth Management and Accumulation
- Portfolio Management
- Investment Advisory
- Retirement Planning
- KiwiSaver
Qualifications & Memberships
- National Certificate in Financial Services (Financial Advice) (Level 5)
Contact
- 03 211 2769 (DDI)
- 0800 727 935 (contact centre)
- jenna.haldane@sbswealth.co.nz
Jenna is based in Invercargill
She serves the broader Southland 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.