SBS Wealth
Monique Morton
My point of difference
I am passionate about empowering people to make their money work for them. I can help you create, protect, and grow your wealth in order to help you achieve your long-term financial goals. I am especially here to support you throughout your financial journey, ensuring your current plan is on track and to help you meet your financial goals. I have over 25 years’ experience in the financial services industry; including management positions within the retail/commercial banking sectors which enables me to bring a broad depth of knowledge and experience to the table. With a varied client base that boasts significant funds under management I am a tried and tested expert in my field. When I'm outside of work, I enjoy spending time with friends and family.
About
At SBS Wealth we take a long view to financial performance. In one form or another, the SBS Group has been helping New Zealanders gain financial independence for 155 years. SBS Wealth is part of the SBS Bank Group. It had a pretty epic start in 1869, when James Walker Bain trekked across 204km of wilderness between Dunedin and Invercargill to found what was then called the Southland Building, Land and Investment Society. From day one, we have been a mutual society – 100% owned by its members. SBS Bank Group still is today, so at SBS Wealth we answer only to our customers and the members who own us, not overseas shareholders.
Products and services
• Wealth Management & Accumulation • Portfolio Management • Investment Advisory • Retirement Planning • KiwiSaver