Every financial journey is different. We're here to help navigate the right path for you and
your family.

Read Our Story

Our national adviser network live in your community. Backed by Wealthpoint, they meet your needs with high quality solutions.

Find an Adviser

What can we help you with?

Making an Investment

Grow your wealth or save for your retirement with KiwiSaver, managed funds or invest in one of Wealthpoint's five leading investment portfolios.

Buying a Property

Explore our mortgage solutions available through some of New Zealand's leading banks and mortgage providers.

Insuring Yourself

Protection for you and your family through life, medical, income protection and trauma insurance.

Insuring Your Assets

Consider our wide range of insurance options to protect your home, contents, vehicles and business.

Celebrating our first five years - 2019-2024

Navigate your financial journey

Find an Adviser