Matt Warne
Financial Adviser
Matt has over 14 years’ experience in the banking and financial services industry. His diverse skillset has been developed within private and retail banking which included management positions.
Matt enjoys building long-term relationships and is passionate about helping his clients achieve their goals through quality and personally tailored advice.
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
- 03 470 0491 (DDI)
- 0800 727 935 (contact centre)
- matt.warne@sbswealth.co.nz
Matt is based in Dunedin
He serves the broader Otago 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.