- Home
- About
- Meet the Team
- Tiffany Yee
Tiffany Yee
Director, Private Clients, SFS Private Wealth
Tiffany Yee is a highly experienced private wealth adviser with a strong track record of supporting high-net-worth individuals through every stage of their investment journey. As Director – Private Clients at SFS Private Wealth, she is known for building trusted, long-term relationships and delivering advice that is thoughtful, tailored, and grounded in a deep understanding of client priorities.
Before joining SFS, Tiffany held senior advisory roles at Fisher Funds, where she managed portfolios for clients with over one million dollars invested. She worked closely with individuals and families to develop personalised strategies, conduct regular portfolio reviews, and ensure investment decisions remained aligned with both short-term objectives and long-term goals. Her approach combines careful listening with clear guidance, helping clients navigate market complexity with confidence.
Tiffany’s earlier career included senior roles within KiwiSaver and client relationship management, giving her a comprehensive understanding of investment structures, withdrawals, compliance requirements, and regulatory frameworks. This breadth of experience allows her to support clients through major life transitions such as retirement, property ownership, migration, and intergenerational planning.
At SFS Private Wealth, Tiffany brings a calm, considered style to client relationships. She is committed to providing advice that is transparent, responsive, and aligned with the individual behind the portfolio, ensuring every strategy reflects both financial ambition and personal values.

Serving Clients with Discretion and Vision
Not Sure Where to Start?
We’re here to help you define what wealth means to you - and build the right strategy to support it. Book a confidential call with one of our senior advisors today.
