Wealthpoint advisers have access to a wide range of approved insurers, fund managers and lenders. Our approved product partners are only selected from New Zealand’s leading financial services companies.

Wealthpoint protects the independence of our advisers by ensuring supplier arrangements exclude any sales targets, quotas or sales incentives. You can rely on your adviser for independent advice that delivers you the best possible outcome.

All Wealthpoint advisers operate under the guidance of a Professional Standards Manual. This outlines the key steps of our best practice Advice Process, general conduct standards and regulatory obligations.

All Wealthpoint advisers must keep a current Practicing Certificate which demonstrates completion of industry qualifications, technical product training and other ongoing professional development requirements.

All Wealthpoint advisers are assessed on a regular basis by our specialist internal compliance team. This ensures our high standards are maintained and that client solutions fully account for your unique needs and financial situation.

Wealthpoint is committed to continuous improvement and have a specialist Professional Development team that deliver regular training programmes to our members so you can be sure their knowledge is up to date.

Wealthpoint is a member of the Insurance and Financial Services Ombudsman scheme which provides a pathway for clients in the event you are dissatisfied with the service or advice received from a Wealthpoint adviser.