Redefining Wealth, One Client at a Time
Visibility. Security. Control.
Behind the scenes, your assets are held securely by Adminis - an independent, New Zealand-based custodian known for its transparency, governance, and regulatory strength. This is wealth management infrastructure designed for confidence.
Technology That Works With You
Smart, Seamless, Secure
Our platform has been built with the modern investor in mind. Whether you want to monitor your portfolio daily or receive quarterly insights, the system adapts to your level of engagement. You’ll enjoy access to:
24/7 Secure Client Portal Access
Instant Access to Pricing and Market Data
Customisable Watchlists and Asset Views
Comprehensive Tax and Performance Reporting
Secure Document Sharing
Mobile and Desktop Access
Your Assets, Safely Held
Independent Custody with Adminis
We take the security of your assets seriously. That’s why we partner with Adminis, one of New Zealand’s most respected custodial providers. As an independent third party, Adminis safeguards your investments with rigorous oversight, removing conflicts of interest and ensuring your assets remain clearly separated and protected.
Control at Your Fingertips
A Better Way to Stay Informed
We believe your wealth should never feel out of reach. Whether you’re travelling, living abroad, or simply prefer clarity over complexity, our platform empowers you to manage your investments with ease - without sacrificing the personal touch that defines SFS Private Wealth.
Smart Tools, Personal Advice
Why Our Platform Matters
01
Full Transparency
You’ll always know what you hold, how it’s performing, and where your money is - in real-time.
02
Efficiency Without Complexity
From onboarding to reporting, our system simplifies the paperwork so you can focus on results.
03
Built for Global Investors
Foreign exchange data, multi-currency reporting, and access to international markets - all in one secure platform.
04
Integration With Our Advisory Team
Your digital tools work hand-in-hand with your dedicated advisor, so your investment strategy is always aligned and updated.
Redefining Wealth, One Client at a Time
Want a Closer Look?
If you’d like a walkthrough of our platform or want to understand how our custody model protects your wealth, book a confidential consultation today.