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.

There’s a lot to do to change the way financial advice is perceived and accessed in New Zealand. Big tech vectors like AI, wearables and automation are beginning to infiltrate financial services. Economic factors like the cost of living are placing a heightened focus on money management, and generational attitudinal changes mean many New Zealanders are wanting to feel more empowered with their finances.

Financial advice needs to adapt to these changes and we are committed to forging a new path. By integrating smart digital tools with a clean digital experience, our goal is to empower more New Zealanders to make high quality money decisions that gets their money working as hard as they do.  And if you want to talk to a human, we believe that should be easy too - so we’re working on better ways to book a time, have access to the information, and remove as much paperwork as possible.

Our goal is simple: to empower New Zealanders with advice that’s easy to understand, tailored to their goals, and delivered with integrity.

It was a great opportunity to share our vision and the journey we’re on.

If you’re already an SBS Wealth client, thank you for being on this journey with us already and please log in to the app to let us know if there’s anything else we can be doing for you.

If you’re not a client yet, it takes 5 minutes to switch to our high performing KiwiSaver Scheme, and help us shape the way New Zealanders use financial advice to their benefit.

Watch the full interview here