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...
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.
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.
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 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
LifeStages KiwiSaver Scheme
Please click on the link for further information about the LifeStages KiwiSaver Scheme.
Information technology
Helping you to formulate and implement a strategy to meet your IT needs.
Specialist services
Wide-ranging expertise and specialist assistance for all types of businesses.