# Sbs Wealth Limited

**FSP FSP3961** · **Wellington** · **registered** · registered 2010-09-17

Sbs Wealth Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 13 advisers.

**Trading names:** Funds Administration New Zealand Limited, Sbs Wealth Limited, Funds Administration New Zealand Limited, Sbs Wealth

**Services:** Issuer under an FMC offer; Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence; Financial advice service (including financial advisers) - Financial advice provider - wholesale service; Keeping, investing, administering, or managing money, securities, or investment portfolios on behalf of other persons; DIMS provider - licensed - Licensee; Manager of a registered scheme - licensed - Licensee; Offeror under an FMC offer

**Dispute resolution scheme:** Banking Ombudsman

## Public Disclosure Statement (FMC Act s431)

Latest version on file: **2026-05-23** · source format: PDF

Original disclosure: <https://www.sbswealth.co.nz/assets/SBS-Wealth-Financial-Advice-Provider-Disclosure-Statement.pdf>

- Fee structure: **percentage of FUM**
- Receives commission: **yes** (disclosed in PDS)
- Scope of advice: Investment portfolio design, implementation and monitoring, Cash flow and goals-based investment management, KiwiSaver, Managed funds, Discretionary investment management services (DIMS)
- Product panel: SBS Wealth, Consilium NZ Limited, SBS Bank
- Ownership: SBS Wealth Limited is a wholly owned subsidiary of Southland Building Society, operating as SBS Bank

Full disclosure mirror: <https://financeadvisers.co.nz/api/provider/FSP3961/disclosure.md>

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP3961>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/provider/sbs-wealth-limited-wellington-FSP3961>
- Machine-readable facts: <https://financeadvisers.co.nz/api/provider/FSP3961/facts.json>

*FinanceAdvisersNZ is a directory mirror of public FSPR + FAP-PDS data. We do not regulate, vet, or endorse advisers, and we do not provide financial advice. PDS facts are LLM-extracted (confidence tier C); for the authoritative wording use the original disclosure URL above.*

*Last refreshed: 2026-07-26*