Fiona McClelland
Financial Adviser
I am a born and bred Southlander with an overriding enthusiasm to help New Zealanders across the country achieve their financial goals.
The ability to live a rich and satisfying life starts with financial independence. I can help you identify your goals and then create a savings and investment plan to help you to achieve them.
I have been involved in the financial services industry since leaving school and have been part of the SBS whānau for over 10 years. Whilst I am based in Invercargill, I am part of the Financial Advice team helping clients all over New Zealand. My aim is to ensure clients meet their longer-term financial goals and can afford to live well in retirement.
Outside of work I like to keep fit, enjoy my garden and some home DIY. I have also been known to enjoy the occasional red wine!
Our Financial Advice Provider Disclosure Statement is available here.
Specialist Areas
- KiwiSaver
- Retirement planning
- Goals based investment advice
Qualifications & Memberships
- NZ Certificate in Financial Service (Level 5)
Contact
- 03 211 2380 (DDI)
- 0800 727 935 (contact centre)
- fiona.mcclelland@sbswealth.co.nz
As a member of the SBS Wealth Advice Team Fiona can take your call from wherever you are located.
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.