Ranked #1 & #2 over 5 years
Morningstar's latest KiwiSaver survey ranked SBS Wealth's Lifestages Auto 0-49 Option and High Growth Fund #1 and #2 for five year returns in the Aggressive category.
A strong result for our members, reflecting the disiplined, long-term approach we take to managing KiwiSaver savings.
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 4:15am
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 Lifestages, 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.
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
