grow financial
Best Advice. Great Decisions.
grow with us
Financial matters can be challenging; We're here to take the load off your shoulders. We are honest and positive professionals whose first priority is always the interests of clients; providing best advice means great decisions are made and ultimately an excellent outcome for the client is achieved. Since 2005, our founding director has been serving loyal clients in Auckland and throughout New Zealand - get in touch to start enjoying our services today.
Wealthpoint stand behind our advice
The Wealthpoint network consists of more than 50 financial services advisory businesses, operating from more than 70 locations across New Zealand. With over 140 financial advisers covering life, health and general insurance as well as investments, KiwiSaver and mortgages, Wealthpoint is one of New Zealand’s largest independent financial adviser groups.
Our advisers are engaged directly by Wealthpoint Ltd, which holds a Financial Advice Provider (FAP) licence for more information visit wealthpoint.co.nz.
Wealthpoint has obligations to the FMA to operate a high standard of compliance and oversight for their adviser network, as well as systems and processes in place that underpin the advice given by advisers to their clients.
Click here to find out more information about how Wealthpoint engages advisers to ensure they operate in a way that protects your interests.
