Partner with SBS Wealth

Built around the relationships you've worked hard to earn

As a financial adviser, your value goes far beyond recommending a KiwiSaver scheme.

You're helping people make important decisions about their future. Building trust. Guiding conversations. Supporting clients through different stages of life.

That's why we've built an adviser partnership that puts the adviser-client relationship at the centre.

A high-performing KiwiSaver Scheme, practical tools, technology and dedicated support, all working together to help you grow a compliant KiwiSaver business with confidence.

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A relationship, not a channel

Some KiwiSaver providers see advisers as a way to distribute their product.

We've taken a different approach. We believe the relationship between an adviser and their client is one of the most valuable parts of the advice process. It deserves to be supported, not interrupted.

Everything we do is designed to help you deliver great client outcomes while continuing to grow the business you've worked hard to build.

Helping you grow

Partnering with SBS Wealth can help you:

Grow a compliant KiwiSaver business with confidence
Build deeper client relationships
Support clients through more of their financial journey
Access practical tools, resources and dedicated support
Partner with a Kiwi-owned organisation that puts relationships first

Everything you need to support your clients

A high performing KiwiSaver Scheme

Give your clients access to a research-led KiwiSaver Scheme backed by a New Zealand-based investment team and a range of actively managed investment options.

Practical tools and resources

Resources and tools designed to support client conversations and make life easier for advisers.

A team in your corner

Access dedicated support from people who understand advisers, understand KiwiSaver and are genuinely invested in helping you and your clients succeed.

Proud to partner with advisers helping build a more prosperous New Zealand

Supporting more of your clients financial journey

SBS Wealth KiwiSaver Scheme

Helping New Zealanders save for retirement and eligible first-home goals.

SBS Wealth Investment Funds

Flexible investment solutions for clients investing outside KiwiSaver.

SBS Wealth Portfolio Service

Tailored investment solutions for clients with more complex investment needs.

Why partner with SBS Wealth?

Choosing a KiwiSaver provider is about more than investment performance. It's about finding a partner that understands advisers, supports your business and shares your commitment to helping New Zealanders build confidence in their financial future.

As part of SBS Bank, we're proudly New Zealand-owned and member-focused. We've been helping New Zealanders grow their wealth for generations and we're committed to supporting advisers who are doing the same.

Interested in learning more about partnering with SBS Wealth?

Whether you're looking to add KiwiSaver to your advice offering, explore our wider investment solutions or simply learn more about how we support advisers - we'd love to have a conversation!

Morne Redgard

Chief Executive Officer