Umbrella Group

Here at Umbrella Group we view our 4000+ clients as our people – and we are always here for our people!

We understand that this role is not a Monday – Friday, 9-5 job – we pride ourselves on making ourselves available to all of our people all of the time.

In 2019 we made the decision to join Wealthpoint as a foundation member along with 50+ other adviser businesses, spread all across the great country of ours. The members of Wealthpoint each own their adviser businesses which means that we can give independent, impartial and quality financial advice – we believe this to be a very important part of our offering to “our people”.
We are committed to delivering the best Insurance and Investment Solutions to our people!

After all – “We Have You Covered”