WEALTH FOR A NEW ERA
SFS Private Wealth
At SFS Private Wealth, we pair world-class investment insight with the agility of a boutique New Zealand firm. For local investors, offshore clients investing through New Zealand or clients relocating via the Active Investor Plus and Migrant Investor visas — we deliver tailored wealth, retirement, and estate-planning solutions that move as fast as your life does.
Your wealth, your values, your future... managed locally, performed globally.
why modern investors choose us
Our Independent Advice
As an independent financial advisor, we are solution-neutral. No in-house funds, no kickbacks - just objective portfolio construction across global equities, bonds, private equity, and alternative assets.
world class insight
Our Point of Difference
High-Touch Family-Office Service
Dedicated wealth manager, direct phone access, and proactive reviews. We coordinate tax, legal, and succession specialists so your affairs stay seamless-whether you’re in NZ or offshore.
Local Expertise + Global Opportunity
Deep networks in New Zealand equity and real-asset markets meet worldwide investment opportunities sourced through our international partners.
Smart Technology, Total Transparency
Secure digital onboarding, real-time performance dashboards, and on-demand reporting give you instant clarity without the paperwork.
Built for Generational Wealth
From intergenerational wealth transfer to philanthropic structuring, we design strategies that protect and grow family capital for decades.
WHAT WE OFFER
Our Services at a Glance
Explore the ways we help clients grow, protect, and give purpose to their wealth — all through a highly personalised lens.
Visa-Linked Investment Advisory
End-to-end portfolio development for Investor and Active Investor Plus visa applicants.
CONTACT US
Let’s Talk About What’s Possible
Whether you’re building a legacy or refining a long-standing portfolio, our team is here to help you navigate every step of your financial journey.