Grant Watson
SBS Wealth Advice Team Leader
Grant has over 20 years of experience in the financial advice industry. He looks after new and existing clients across New Zealand through email, phone, and Teams calls.
He is passionate about ensuring that all SBS Wealth clients have access to advice. Grant provides practical financial advice to help clients understand their investment journey and achieve the best outcomes for their retirement or investment goals.
Our Financial Advice Provider Disclosure Statement is available here.
Specialist Areas
- Investment Advisory
- Wealth Management & Accumulation
- Retirement Planning
- KiwiSaver
Qualifications & Memberships
- National Certificate in Financial Services (Financial Advice) (Level 5)
Contact
- 03 384 1903 (DDI)
- 0800 727 935 (contact centre)
- grant.watson@sbswealth.co.nz
As a member of the SBS Wealth Advice Team Grant 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.