Duncan Stewart

Financial Adviser

Duncan is a Financial Adviser based in Invercargill, supporting clients throughout New Zealand through SBS Wealth's Advice team. He is passionate about helping Kiwis build confidence in their financial future and making financial advice accessible, practical, and easy to understand.

Originally from Invercargill, Duncan spent 17 years living and working in South Korea before returning home to New Zealand. He joined SBS Bank in 2023 and now specialises in helping clients make informed decisions about KiwiSaver, retirement planning, and achieving their long-term financial goals.

Duncan believes that even small steps can have a significant impact on financial wellbeing. One of the most rewarding aspects of his role is seeing the "lightbulb moment" when members become engaged with KiwiSaver, understand the opportunities available to them, and feel empowered to take ownership of their financial future.

His approach focuses on providing clear, goals-based advice that helps clients understand where they are today, where they want to be, and the practical steps required to get there.

Outside of work, Duncan enjoys travelling, experiencing new cultures, trying unusual foods, seeking out new experiences, and staying active.

Our Financial Advice Provider Disclosure Statement is available here.

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Specialist Areas

  • KiwiSaver
  • Retirement Planning
  • Goals-Based Investment Advice

Qualifications & Memberships

  • Bachelor of Commerce (Economics)
  • New Zealand Certificate in Financial Services (Financial Advice) (Level 5)

Contact

 

 

 

Duncan is based in Invercargill.

He's supporting clients throughout New Zealand in our Advice Team.

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.

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