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SBS WEALTH
Who is SBS WEALTH?

FANZ is a goals-based financial advice provider and fund manager dedicated to helping Kiwis achieve their long-term financial objectives for nearly two decades. As a 100% owned Kiwi-owned mutual, we have a 150-year history of protecting our clients' money. Our expertise extends to serving individual...See more

Industry & Specialities
Banking Financial Services & Insurance (BFSI)
Others in Banking Financial Services & Insurance (BSFI)
Countries of Operation
New Zealand

Headquarters:

New Zealand

Company Type:

SME

Company size:

11-50 Employees

Address:

125 THE TERRACE; LEVEL 18; WELLINGTON, WELLINGTON REGION 6011, NZ


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Employees by Department

  • Operations (3)
  • Sales (2)
  • IT / Product (1)
  • The Rest (21)
  • Total (27)

Key Decision Makers

Matt Beach
Head of Investor Services and Operations
Richard Phillips
Head of Growth
Grant Watson
Head of Digital Advice
Kelly Mcnamara
Central Financial Adviser Team Leader
Employees by Seniority
C-level
3employees
Senior
2employees
Non-managers
14employees

Financials

LOW

spending power

Funding Status
Private
Associated Legal Entities
0 entities
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Frequently Asked Questions (FAQ)

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