SFS Private Wealth
At SFS Private Wealth, we pair world-class investment insight with the agility of a boutique New Zealand firm. For local investors, offshore clients investing through New Zealand, or clients relocating via the Active Investor Plus and Migrant Investor visas - we deliver tailored wealth, retirement, and estate-planning solutions that move as fast as your life does
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High-Touch Family-Office Service
Dedicated wealth manager, direct phone access, and proactive reviews. We coordinate tax, legal, and succession specialists so your affairs stay seamless-whether you’re in NZ or offshore.
Local Expertise + Global Opportunity
Deep networks in New Zealand equity and real-asset markets meet worldwide investment opportunities sourced through our international partners.
Smart Technology, Total Transparency
Secure digital onboarding, real-time performance dashboards, and on-demand reporting give you instant clarity without the paperwork.
Built for Generational Wealth
From intergenerational wealth transfer to philanthropic structuring, we design strategies that protect and grow family capital for decades.