Whatever your financial goals or destination, we’ll help navigate the way.
Our organisation has worked with Financial Advisers since 1921, so we’ve been around for almost 100 years. We are 100% New Zealand owned.
In 2019, we launched our new national network; Wealthpoint. Weathpoint is now a network of more than 50 financial advisory businesses, with offices from Kaitaia to Invercargill.
Our members each own their businesses, meaning they can give independent, impartial and quality financial advice, while benefitting from the scale, resources and support of being part of a larger group.
Our Advisers are regulated by the Financial Markets Authority.
Our Customer Story
Life isn’t simple, goals change, and events both good and bad happen along the way.
As a result every New Zealander travels a different path towards their own financial success. And while the advice may differ for each client - the destination point, and their ultimate goals are often the same - financial security through wealth creation and wealth protection.
That’s where a skilled and trusted financial adviser comes in. Our Advisers can help you with Lending, Insurance, Wealth Management and KiwiSaver. Use our Find an Adviser page to contact one of our more than 50 Wealthpoint advisory businesses.