Jenna Haldane, SBS Wealth

Business overview

SBS Wealth is an advice-focused financial advice business with an advisor team located throughout New Zealand. Our purpose is to make advice more accessible to New Zealanders. We grow our client’s wealth with care through sustainable long-term returns and responsible investing. We take a long-term view to investment success with our focus being on both preserving and growing client’s wealth over time. We believe that making good decisions starts with great advice and making it accessible to Kiwis.

Products and services I offer

KiwiSaver, Goals Based Solutions, Investment Advice, Retirement Planning, Investing for a specific goal

Why I'm in the Venus Network

I joined to expand both my personal and professional network and meet a new group of women in different professional roles. I would like to improve my communication skills and the way I am able to articulate what I do and how I can help people. Venus offers the opportunity to get in front of new people and establish connections with people who offer different perspectives and the opportunity for growth.

My point of difference

I work with clients and offer an integrated approach to financial advice. I discover what is most important to clients by helping establish their wants, needs and desires. We then work together to put in place the goals which build the base of their plan with the investment solution being a byproduct of this. My focus is building a long-term trusted relationship and helping my clients meet their goals by keeping them on track or adjusting their plans when life throws curve balls. I am passionate about increasing financial education and making investing seem less daunting which can be achieved through making advice more accessible.