SBS Wealth
Kelly McNamara
Investment advising
Some financial advisers make investing feel scary and complicated to make themselves feel smarter and more important!
Who I help
Individuals or entities seeking advice around the structure and strategy of their investments.
The problem I solve
Am I on track? Should I be doing something differently? How will it all come together? Accumulating or managing wealth Planning major life events and changes and that may impact the financial plan. Financial planning, which is really life planning with confidence that the finances can support the plan - and if they can't, what can we change to improve the outcome?
My point of difference
I am passionate about leaving every advice interaction with the person feeling better informed and understanding their current position, and what their options are around improving their overall outcomes. Without any hard sell! I am salary based so don't need to seek sales, rather I share my knowledge and time freely and the people that see the value in the advice and ongoing relationship will work with me.
Problems my clients avoid
Running out of money / Retiring with not enough money / Making poor decisions during scary market conditions / Getting their overall strategy wrong /
About
SBS Wealth is a goals-based financial advice provider and fund manager that has been helping Kiwis meet their long-term financial goals for nearly two decades. We are owned by SBS Bank, a 100% Kiwi-owned mutual with a 150-year track record for looking after members’ money. Who do we help? The short answer is everyone. We serve Kiwi individuals, partners, families, trusts, and charities across Aotearoa. However, we also help newcomers and future Kiwis who may be looking to invest as part of their immigration requirements. It doesn’t matter if you are still accumulating or starting to draw down your assets, we’re with you.
Products and services
• Wealth Management & Accumulation • Portfolio Management • Investment Advisory • Retirement Planning • KiwiSaver
Why I am a member
Women working together is so powerful. I've been a member for 5 years now and it has been the best thing for connecting and doing business with local women.
An offer for you
An initial meeting and future plan are offered free of charge. A discounted adviser fee will be offered to any NZBW member that implements an investment strategy with me.
Skills
- Cashflow & forecasting
- KiwiSaver
- Portfolio & wealth management
- Retirement planning
Meeting topics
Written by Kelly for the groups to talk through.