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SBS Financial Advisers

What can you be sure of in times like these? As a client of SBS Financial Advisers, you can be sure that we remain committed to being part of one of New Zealand's leading Banks. We remain focused on strengthening the capabilities that our clients have demanded for more than 140 years. Most of all, you can be certain that we'll take the time to listen, to understand and to help you find the most appropriate long-term solutions. These are the certainties of the relationships we have with our clients.

The SBS Financial Advisory Service provides expert advice and investment solutions over the medium to long term (over three years or more). We have a team of qualified and experienced Financial Advisers who are dedicated to working with investors to help them achieve their life stage goals. Our team of financial advisers are also Authorised Financial Advisers. We utilise the SBS Portfolio Service which provides a solution for investors seeking a straightforward and complete investment solution. It has been put together by the SBS Financial Advisory Service, an operating division of Funds Administration New Zealand Limited (FANZ), a subsidiary of the SBS Bank.

One decision provides you with an investment portfolio with the appropriate asset allocation, blend of investments and flexibility to meet your life stage and needs. Our portfolios include a wide range of fixed interest options, managed funds and directly traded investments.

Our quality and conservative investment philosophy has produced competitive results for our investors and versus our competitors. In particular, our emphasis on preserving capital has also produced excellent results.

As at 1 July 2011, SBS Financial Advisers had the following results in terms of investment in portfolios placed by us in "distress."

Investments in receivership = 0

Quality pays!

 

Reports and Documentation