Annabel Riley
Financial Adviser
Annabel is a born and bred Southlander, with a passion for helping people make sound financial decisions. She enjoys breaking down complex financial decisions in a way everyone can understand.
Annabel works with clients of all ages and stages of life. She helps them understand where in their financial journey they are, identify what financial goals they want to achieve, and constructs a plan to help get them there. Annabel is a people-first adviser and is here to support you every step of your financial journey.
Annabel has over 30 years’ experience in the wider financial services industry, specialising in investment advice. This enables her to bring a broad range and depth of knowledge to the table that is respected amongst clients and peers.
Outside of work, Annabel is dedicated to keeping fit and healthy. Whether this is walking the dog, biking, golfing, or boating on Lake Te Anau.
Our Financial Advice Provider Disclosure Statement is available here.
Specialist Areas
- Wealth Management and Accumulation
- Portfolio Management
- Investment Advisory
- Retirement Planning
- KiwiSaver
Qualifications & Memberships
- National Certificate in Financial Services (Financial Advice) (Level 5)
- Graduate Diploma in Business Studies – Personal Financial Planning
- Certified Financial Planner
- Financial Advice New Zealand member
- Southland Chamber of Commerce
Contact
- 03 211 1181 (DDI)
- 0800 727 935 (contact centre)
- annabel.riley@sbswealth.co.nz
Annabel is based in Invercargill
She serves the broader Southland region.
Your long term investment partner
Who are we?
SBS Wealth is a goals-based financial advice provider and fund manager
that has been helping Kiwis meet their long-term financial goals for over two
decades. We are owned by SBS Bank, a 100% customer-owned mutual with a 150-year track record for looking after members’ money.
Who do we help?
The short answer is everyone. We serve Kiwi individuals, partners, families, trusts, and charities across Aotearoa. It doesn’t matter if you are still accumulating or starting to draw down your assets, we’re with you.
Want to talk about your financial future? I’m listening.
Your future goals are personal, so you deserve personal financial advice to help you achieve them. Let’s talk.