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
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
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
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
“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
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
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
Welcome to your June update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for June 2025. Below you will find the latest performance data and market commentary from… Read more
Equity markets bounced back in May to such an extent that all the losses in 2025 have now been recovered in all countries except at home in New Zealand. The… Read more
Investment Themes 2025: Digitalisation & AI
Having previously spoken of the deeper components of the artificial intelligence value chain, we now draw to your attention the potential benefits of investing in… Read more
We’re excited to share that we’ve expanded your investment options.
We’ve launched two new KiwiSaver funds – the Focused Growth Fund and the Cash Fund. These new options join our existing High Growth Fund and Income Fund,… Read more
The month was dominated by US President Donald Trump’s unexpected ‘Liberation Day’ tariffs. This included 10% duties on New Zealand and Australia plus up to 145% on China. This immediately… Read more