Wealthpoint is currently welcoming enquiries from potential new member businesses.
Wealthpoint is 100% owned by its members and is led by a Board of Directors made up of elected member business owners. The guiding principles of Wealthpoint drive all operational and strategic decisions and support Wealthpoint’s purpose, which is to support members with an industry leading business framework so they can operate sustainable quality businesses.
All operating surpluses are returned to members in annual rebates or reinvested into the business to support future growth. Member businesses all own an equal share of Wealthpoint and there are no non-trading shareholders. This is important as it ensures capital value is retained in the network.
Wealthpoint at a glance
Independent, adviser owned and led co-operative of over 50 member businesses.
More than 150 advisers, working collaboratively as part of a national network.
Support for specialists in life, health and general insurance as well as mortgage and investment advice.
FAP licence coverage and regulatory compliance support.
Fully funded offering to all member businesses.
Technology solutions including centralised commission management and XPlan CRM tools.
Adviser training and professional development programme.
Highly competitive and comprehensive Professional Indemnity Insurance cover.
New member businesses make a three-year commitment if they are accepted into the network. They also purchase a shareholding which gives them the same rights as existing members. While these shares must be sold if a business chooses to leave the network, no barriers exist to prevent a business from leaving with their client base.
New member businesses make a three-year commitment if they are accepted into the network. They also purchase a shareholding which gives them the same rights as existing members. While these shares must be sold if a business chooses to leave the network, no barriers exist to prevent a business from leaving with their client base.
Wealthpoint at a glance
Independent, adviser owned and led co-operative of over 50 member businesses.
More than 150 advisers, working collaboratively as part of a national network.
Support for specialists in life, health and general insurance as well as mortgage and investment advice.
FAP licence coverage and regulatory compliance support.
Fully funded offering to all member businesses.
Technology solutions including centralised commission management and XPlan CRM tools.
Adviser training and professional development programme.
Highly competitive and comprehensive Professional Indemnity Insurance cover.