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SWKS investor update aug 2025
KiwiSaver Scheme Investment Update - August 2025

12 August 2025

Welcome to your August update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for August 2025. Below you will find the latest performance data and market commentary from… Read more

SWIF investor update aug 2025
Investment Funds Investor Update - August 2025

12 August 2025

Welcome to your August update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for August 2025. Below you will find the latest performance data and market commentary from… Read more

basis points   geopolitical jitters
Basis Points: Geopolitical Jitters

12 August 2025

The last three months of positive equity market returns is another example of how investment markets recover from short-lived anxiety, like the recent conflict between Israel and Iran.

As with any… Read more

Market Update August 2025
Market Update August 2025

12 August 2025

Equity markets delivered a third month in a row of positive returns, amid greater clarity on trade tariffs for a 1 August deadline.

The US announced tariff deals with a number… Read more

save the webapp to your homescreen
Save the SBS Wealth web app to your mobile

24 July 2025

1.    Go to https://app.sbswealth.co.nz on your device (you need to use a Safari browser if you’re on an iPhone)

2.    Click the menu icon in your browser.

a.    On… Read more

Good returns
Good returns

10 July 2025

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… Read more

SWIF investor update jul 2025
Investment Funds Investor Update - July 2025

7 July 2025

Welcome to your July update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for July 2025. Below you will find the latest performance data and market commentary from… Read more

SWKS investor update jul 2025
KiwiSaver Scheme Investment Update - July 2025

7 July 2025

Welcome to your July update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for July 2025. Below you will find the latest performance data and market commentary from… Read more

Market Update July 2025
Market Update July 2025

7 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… Read more

Basis Points   Leaning into uncertainty
Basis Points: Leaning into uncertainty

7 July 2025

“A wave of new scientific discoveries reveals that learning to lean into uncertainty in times of rapid change is a promising antidote to mental distress.” – Maggie Jackson, New York… Read more

govt contributions
Government Contributions

1 July 2025

Every year, if you qualify, the New Zealand Government will match your contributions (25c for every $1 you contribute), up to a maximum Government Contribution of $260.72.

This means you will… Read more

SWKS investor update jun 2025
KiwiSaver Scheme Investment Update - June 2025

9 June 2025

Welcome to your June update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for June 2025. Below you will find the latest performance data and market commentary from… Read more

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