Monique Morton
SBS Wealth Advice Team Leader
Monique is passionate about empowering people in her community to make their money work for them.
She can help you create, protect, and grow your wealth in order to help you achieve your long-term financial goals. She is especially here to support you throughout your financial journey, ensuring your current plan is on track to help you meet your financial goals.
Monique has over 25 years’ experience in the financial services industry; including management positions within the retail/commercial banking sectors which enables her to bring a broad depth of knowledge and experience to the table. With a varied client base that boasts significant funds under management she is a tried and tested expert in her field.
When she is outside of work, Monique is spending time with friends and family out in her community.
Our Financial Advice Provider Disclosure Statement is available here.
Specialist Areas
- Wealth Management & Accumulation
- Portfolio Management
- Investment Advisory
- Retirement Planning
- KiwiSaver
Qualifications & Memberships
- National Certificate in Financial Services (Financial Advice) (Level 5)
- Southland Chamber of Commerce
Contact
- 03 211 2347 (DDI)
- 0800 727 935 (contact centre)
- monique.morton@sbswealth.co.nz
Monique 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.