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Latest News
Stay informed with expert insights on wealth management, investing, and financial planning in New Zealand. Read the latest news and advice from SFS Private Wealth.
SFS Private Wealth Appoints Matthew McCabe as Managing Director, Regional Clients
SFS Private Wealth is pleased to announce the appointment of Matthew McCabe as Managing Director, Regional Clients, strengthening the firm’s commitment to expanding its presence across regional New Zealand.
SFS Private Wealth Appoints Tauehe Jefferies as Director, Māori
SFS Private Wealth (SFS) is pleased to welcome Tauehe Jefferies to the whānau as Director, Māori. In this role, Tauehe will lead SFS's newly established Māori division, providing bespoke wealth management and financial…
SFS Private Wealth Appoints Jason Lewthwaite as Chief Executive Officer
SFS Private Wealth (SFS) has appointed Jason Lewthwaite as its new Chief Executive Officer. Jason is a highly experienced senior executive with more than two decades of experience in banking and financial services, with…
What to look for in a wealth management firm
When choosing a private wealth and investment firm to partner with, there are a few factors to consider. While some firms may look similar on a surface level, they don’t all offer their clients the same services, benefits,…
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