Investment Management

FANZ Private Wealth (FANZ PW)

FANZ Private Wealth is an operating division of Funds Administration New Zealand, the funds management subsidiary of SBS Bank. SBS Bank has been looking after New Zealanders and their money since 1869, and was registered as a bank in 2008. Neither Funds Administration New Zealand nor FANZ Private Wealth is a registered bank. With an historical home base in Southland, SBS Bank now has a presence on both Islands and is proud to be kiwi with a solid history. Since its creation, FANZ Private Wealth has been firing on all cylinders. We now manage over $1 billion on behalf of 19,000 New Zealanders.

FANZ Private Wealth was set up as a specialist investment service in 2002. We wanted to make sure everything we did best served our Members and their investments.

Staples Rodway Asset Management (SRAM)

SRAM was the investment division of the accounting firm Staples Rodway. In 2015 FANZ purchased a 50% shareholding in SRAM, and subsequently purchased the remaining 50% in 2018. The operations of SRAM and FANZ were combined in 2018 with the entities being formally amalgamated in 2019. 

 

Total wealth plan

A total wealth plan

We take the time to understand your needs and propose a solution that is best suited to you, taking a holistic view of total wealth considering your total capital base and any non-financial considerations. We work with you to put in place a total wealth plan that will protect your capital base while also targeting growth and income as needed. It will balance risk and reward to suit your risk tolerance profile and investment expectations.

Our difference

Tailored advice

FANZ Private Wealth Authorised Financial Advisers (AFA’s) are professionals. There is no one-size-fits-all template. Every investor brings a unique set of circumstances.

A holistic view about your wealth (taking into account both financial and non-financial considerations), combined with FANZ PW’s structured planning and financial markets knowledge allows them to tailor their advice to you.

Some investors haven’t given a lot of thought to their financial goals, and that’s fine. No matter where you begin, the main thing is for you to start on a pathway that leads you to financial growth and freedom.

Investment

Investment services

How we can help you achieve your investment objectives

Synergy

Synergy is ideal for investors who may be starting their investment portfolio and are seeking access to a well-diversified, low cost, evidence-based investment philosophy. Synergy can be invested in with as little as $100 per month.

FANZ Private Wealth

The FANZ Private Wealth DIM’s investment offering is offered to clients with more than $500,000 to invest. It offers clients access to a range of Term Deposits, Smart Beta and Active investment managers. Your FANZ Private Wealth Adviser will work with you to build a portfolio that will meet your long-term investment objectives.

Bespoke Investment Solutions

The plan sits at the foundation of everything. It tells us where you want to go and how you're going to get there. It creates a process for keeping you on track and then recommends the investment solutions that are suitable for you.

If you have more than $2 million to invest our FANZ Private Wealth Advisers can build a bespoke portfolio of term deposits, direct equities, Smart Beta, and Active funds that will meet your long-term investment requirements.

Qualifying Investor Immigration Portfolios

We can design a portfolio for investors seeking to gain New Zealand residency that will meet the relevant and required investment criteria. Please contact us for further information.

Socially Responsible Investments

We offer socially responsible investment portfolios which adopt an investment approach which seeks to invest in companies delivering both a financial return and a social benefit.

How it works

FANZ

LifeStages KiwiSaver Scheme

Please click on the link for further information about the LifeStages KiwiSaver Scheme.

Learn more

Services

News

06 Dec 2019

Ask an expert: Offshore property investors

“I am an offshore property investor, and there have been a lot of changes lately to the rules in New...

06 Dec 2019

Investing in 2020 - Business planning in a low interest environment

Heading into the New Year is a good time to reflect on what 2020 will bring. How can business owners...

18 Sep 2019

Commercial property: not for the faint-hearted

With the official cash rate at record lows, residential growth sluggish and eighty per cent of 2019’s...

18 Sep 2019

Property as part of a diversified portfolio

Unless you have only invested in term deposits, you have probably had some experience or knowledge that...

12 Sep 2019

Property Investment: the fundamentals

As accountants, we are often asked by clients whether they should invest in property. Over the last two...

12 Jul 2019

The bridge to retirement

As your golden years get closer, do you have a financial plan for how to bridge the gap between what...

31 Mar 2019

Introducing FANZ Private Wealth

The rebrand of Baker Tilly Staples Rodway isn’t the only change of name in our group. SRAM has rebranded...

28 Sep 2018

Technology and the investing world

Technology is an inescapable factor in the investment world. Whether that be the investment opportunity...

27 Jun 2018

Property Investors at a Loss - Ring Fencing Proposed by IRD

It’s now official. The government is actively moving against property speculators and investors.

27 Jun 2018

Are you ready for the return of inflation?

Last year the Reserve Bank of New Zealand (RBNZ) started talking about the return of inflation to the...

27 Jun 2018

The Overseas Investment Act is Changing - What do you Need to Know?

There are significant changes proposed to the Overseas Investment Act 2005 which will have far-reaching...

09 Apr 2018

Tax Talk | April 2018

Welcome to Baker Tilly Staples Rodway Tax Talk April 2018

22 Mar 2018

Sustainable, Responsible and Impact Investing

The sustainable investment movement has grown enormously in the past decade. In the early days, it was...

17 Dec 2017

Saving it for Later - the Christmas Club for your Golden Years

The tradition of squirreling away money over the year in a Christmas Club to save for Christmas has become...

11 Sep 2017

Investing in the technology sector

An aspect of modern life is that we are confronted daily with the opportunities and challenges of fast...

05 Sep 2017

Does politics influence financial markets?

It has been hard to ignore the number of significant political events that have occurred recently and...

04 Aug 2017

Listed Property Trusts and Syndicated Property

Listed Property Trusts and Syndicated Property are a common feature of New Zealand’s property-dominated...

20 Apr 2017

Capital Gains Tax on Rental Properties

In its attempt to slow down the runaway property market, the National Government’s first official foray...

29 Mar 2017

Health and Safety in Residential Property Investment

Over the past year there have been a lot of changes to rules for owners of residential investment properties....

Find an expert