FANZ Private Wealth
Kelly McNamara
My point of difference
I remove the complicated and sometimes intimidating jargon that comes with investment markets and focus on your goals and how we can get help you get there.
About
FANZ 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
I have recently relocated from Southland to North Canterbury and would like to grow my profile in the local area and meet like-minded professionals.
An offer for you
An initial meeting and future plan are offered free of charge. A discounted adviser fee will be offered to any Venus member that implements an investment strategy with me.