Our story
At SBS Wealth we take a long view to financial performance.
In one form or another, the SBS Group has been helping New Zealanders gain financial independence for 155 years.
SBS Wealth is part of the SBS Bank Group. It had a pretty epic start in 1869, when James Walker Bain trekked across 204km of wilderness between Dunedin and Invercargill to found what was then called the Southland Building, Land and Investment Society.
From day one, we have been a mutual society – 100% owned by its members. SBS Bank Group still is today, so at SBS Wealth we answer only to our customers and the members who own us, not overseas shareholders.
The SBS Wealth difference
We know that you have lots of investing and KiwiSaver choices. So why pick us? Here are a few reasons. To hear more, contact an adviser.
Grown with care
We take a long view to investment success. Our focus on preserving and growing your money means you’ll always feel well looked after at SBS Wealth.
Active management
Every one of our investments is actively managed by people – not computer programs. Our fund managers’ only job is to make sure your investments deliver on their goals.
Responsible and sustainable advice
We strongly believe that making good decisions starts with good advice. So we go out of our way to make it available to every one of our customers.
Key dates in our history
23 March. Southland Building, Land and Investment society formed.
The first premises specifically built for SBS is opened.
SBS celebrates 100 years.
The Southland Building and Investment Society re-brands to be know as SBS.
SBS Wealth was born as an SBS subsidiary, known as Funds Administration New Zealand Limited.
FANZ obtains a KiwiSaver license and launches the Lifestages KiwiSaver Scheme.
FANZ Private Wealth launched a Discretionary Investment Management Service (DIMS).
FANZ puts investment screens on investments to reduce exposures to nuclear weapons and weapons of mass destruction.
FANZ launches Synergy Investment Programme.
Our investment philosophy was updated to favour investments with lower carbon emissions, reduced fossil fuel involvement and more involved in carbon solutions.
FANZ reopened the Lifestages Investment Funds range of portfolios.
Grown with care: for your money, our community and the planet
At SBS Wealth, we’re of the view that sustainable long-term returns and responsible investing go hand in hand.
Job one is always to deliver the returns you need to get where you want to be. We’ll never lose sight of that.
We’ll also never lose sight of the fact that you want your kids and grandkids to grow up in a community that treats people right.
What’s out and what’s in
To deliver long term returns while investing responsibly, we follow these investment guidelines.