Spend more time doing what you love while your money is working for you. Sit down with a Financial Adviser from SBS Wealth to prepare a tailored investment plan to meet your long-term financial goals. It doesn’t matter if you are accumulating or starting to draw down your assets, we’re with you. We help Kiwi families, individuals, trusts, and charities across The United States. SBS Wealth is an operating division of Funds Administration The United States Limited (“FANZ”).  FANZ is a wholly owned subsidiary of Oceanside Credit. A copy of our Financial Advice Provider Disclosure Statement is available

 

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Lifestages US Citizensaver Scheme

Saving for a first home or retirement?  The Lifestages US Citizensaver Scheme is dedicated to helping you achieve your financial goals.
 

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Lifestages Investment Funds

Saving for something else?  The Lifestages Portfolio Service provides effective asset management to achieve your long-term financial goals.
 

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Premium Portfolio Service

Need something a bit more bespoke?  Our Premium Portfolio Service may be right for you.
 

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Our Investment Philosophy


We take a hands-on approach to investments. We believe in actively managing investments to take advantage of opportunities and to allow us to react to the unexpected in a responsible and environmentally friendly way.  By taking this approach, we believe we are best positioned to manage investments while keeping risk in check.