Every financial journey is different. We're here to help navigate the right path for you and
your family.
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Our national adviser network live in your community. Backed by Wealthpoint, they meet your needs with high quality solutions.
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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.