Lombard Credit Solutions
Sometimes opportunity doesn’t wait — and neither should you. At SFS Private Wealth, our Lombard credit solutions allow you to access liquidity without disrupting your long-term investment strategy.
Redefining Wealth, One Client at a Time
Unlock Liquidity. Maintain Control.
Whether you’re funding a business venture, making a lifestyle purchase, or seizing a timely investment opportunity, our portfolio-backed credit offering gives you the freedom to move quickly while keeping your assets intact.
Portfolio-backed lending
What is Lombard Credit?
Lombard credit is a form of secured lending that uses your investment portfolio as collateral. This means you can borrow against your assets without having to sell them - preserving your market position, tax efficiency, and long-term growth plan. We work with trusted lending partners to structure tailored credit facilities secured against your portfolio. Available in multiple currencies, these loans are competitively priced, discreet, and designed to meet the needs of sophisticated investors.
Preserve your position
Why use Lombard Credit?
- Maintain your investment exposure
- Avoid triggering capital gains or tax events
- Access liquidity quickly and discreetly
- Use funds for any purpose — business, property, or personal
- Flexible repayment options to suit your cash flow
Benefits built around you
What You’ll receive from us
- Transparent terms with no hidden fees
- Competitive interest rates
- Quick turnaround and flexible approval
- Ongoing monitoring and risk oversight
- Integration with your broader wealth strategy
Straightforward Lending. Seamlessly Integrated
Is Portfolio-Backed Lending Right For You?
Who It’s For
Lombard credit is ideal for high-net-worth individuals and families who want liquidity without compromising long-term investment plans. Whether you’re based in New Zealand or offshore, we’ll help you assess whether this solution fits your needs and goals.
Our Role as Your Advisor
As your independent advisor, we ensure that any credit solution complements - not conflicts with - your wealth strategy. We’ll help you understand the risks, structure the facility appropriately, and continue to manage your investment portfolio with care.
Your Assets. Still Working for You.
With Lombard credit, your assets remain invested - compounding returns while you access the liquidity you need. It’s a smarter, more strategic way to leverage your wealth.
Redefining Wealth, One Client at a Time
Ready to Learn More?
If you’d like to explore how Lombard lending could support your financial goals, book a confidential consultation with our advisory team today.