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Lifestages KiwiSaver Scheme Members

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Synergy Investment Clients

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Lifestages Portfolio Service (Wealth)

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Staples Rodway Asset Management (SRAM) Clients

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Lifestages Wealth Portfolio (APEX)

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If you're having trouble locating your Investments, please email contact@lifestages.co.nz for assistance.

SBS Wealth is an operating division of Funds Administration New Zealand Limited ("FANZ"). FANZ is a wholly owned subsidiary of Southland Building Society, operating as "SBS Bank" and is the issuer and manager of the Lifestages KiwiSaver Scheme and Lifestages Investment Funds (collectively the Funds). FANZ is also the provider of the Lifestages Portfolio Service (DIMS).  Investments in the Funds and/or DIMS do not represent deposits or other liabilities of FANZ or SBS Bank and are subject to investment risk. The investment risk includes possible delays in repayment and loss of income or contributions invested. The principal and returns of the Funds and/or DIMS are not guaranteed or secured in any way by FANZ, SBS Bank or any other person.

Disclosure Statements for the Lifestages KiwiSaver Scheme, Lifestages Portfolios Service and Synergy Investments are available on request or can be found on our website at https://www.sbswealth.co.nz/

FANZ is a Class 2 Financial Advice Provider. Before investing, we recommend you obtain personalised financial advice.  Past performance is not an indicator for future returns.