Ricky Harper
Financial Adviser
Ricky has over 15 years’ experience in the finance sector specialising in portfolio and wealth management. He advises private clients which include; individuals, trusts, estates, and charities.
Ricky has a passion for investment markets and enjoys working alongside his clients building long-term relationships and providing strategies to assist them to achieve their goals.
Our Financial Advice Provider Disclosure Statement is available here.
Specialist Areas
- Wealth Management
- Investment Advisory
- Portfolio Management and Construction
- KiwiSaver
Qualifications & Memberships
- National Certificate in Financial Services (Financial Advice) (Level 5)
Contact
- 09 303 3822 (DDI)
- 0800 727 935 (contact centre)
- ricky.harper@sbswealth.co.nz
Ricky 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.