Sergiu Postica
Financial Adviser
I have been with SBS Bank for nearly 3 years, starting as a Service Support Consultant in 2021. My main goal is to fully understand the client's needs and goals and create, grow and protect their wealth so they can enjoy the life they have always desired.
Outside of work, I like to have a number of hobbies, such as: Chess, Football, and Formula 1. I am also an active member of the Toastmasters Club and like to keep fit by going to the gym regularly.
Our Financial Advice Provider Disclosure Statement is available here.
Specialist Areas
- KiwiSaver
- Portfolio Management
- Investment Advice
- Retirement Planning
- Wealth Management & Accumulation
Qualifications & Memberships
- Bachelor of Commerce (Marketing and Management)
- National Certificate in Finance Services (Level 5)
Contact
- 04 499 2881 (DDI)
- 0800 727 935 (contact centre)
- sergiu.postica@sbswealth.co.nz
As a member of the SBS Wealth Advice Team Sergiu 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.