Wealthpoint Nelson

We have a unique and modern culture that ensures you will enjoy dealing with us. We are proud of our team, we know our stuff and we are passionate about getting the right outcomes for our clients.

Our advisers take the time to get to know you and provide you with the information you need. We will give you smart advice to help you establish the best solutions and steer clear of the pitfalls.

Just as your life is unique, your financial protection and products need to be tailored to encompass the areas that most affect you. We identify your priorities, consider your lifestyle, business needs, dependants, debts, occupation, income and health, then balance that up against your risks, goals and budget.

We keep in touch with you regularly, monitoring your changing needs in order to keep your covers and products relevant over your lifetime.