How can we help?
KiwiSaver
Today is 100% the best day there is to check you’re in the right KiwiSaver scheme for you. (Tomorrow’s a close second.) Find out about ours.
Investment Funds
Investing puts your money to work for you. Read about the options and see how to get started.
Portfolio Service
Top performers know the importance of great advice. See how one of our expert advisers can help with your financial journey.
At SBS Wealth we believe that the best financial decisions start with good advice that’s based on where you’re at today and where you want to be in the future. Our experienced financial advisers have put together some great articles that will be handy wherever you are with investing.
Good returns
Charting a new course for financial advice in New Zealand. We’re proud to be part of a movement that’s reshaping the way financial advice is delivered across New Zealand. We recently had the pleasure of sitting down with Tristam Clayton on Good Returns TV to share what we’ve been working on – and where we are headed. Read more
Intro to investing; what style of investor are you?
How do you know how much risk is appropriate for you to take on? Read more
Market Update July 2025
Equity markets in June continued their positive returns from May, making for a very good second quarter of 2025. The suspension of the earlier announced US trade tariffs and the fear of recession receding were the catalysts for strong equity markets across the globe. Read more
See what your retirement balance could be
Is your number enough?
Get in touch with us to talk about your retirement plans today.
Important Information: These figures only relate to KiwiSaver and do not take into account any other retirement savings or income you may have or be entitled to. This calculator is intended as a guide only and assumptions have been made. You can access the full calculator with links to the assumptions here. The assumptions are set by the Government and are important because they affect the result of the calculation. Find out more on the Financial Markets Authority website at: www.fma.govt.nz/ investors/resources/kiwisaver-projections/. Returns are not the returns individual KiwiSaver members would have received as this will depend on the prices at which units are purchased on the date that contributions were received for each KiwiSaver member. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed. Normally you can withdraw your KiwiSaver retirement savings when you reach New Zealand Superannuation age (currently 65 years).
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
