Making an Investment
Wealthpoint offers a range of different investment vehicles, all designed to help you grow your wealth to secure your long term financial security.
Your adviser can draw from best of breed fund managers for KiwiSaver, Wealthpoint designed Investment Portfolios or help you build your own tailored investment solution.
Investment
Portfolios
A range of five high quality investment portfolios. Your adviser will help you choose which portfolio is right for you depending on your needs and preferences.
KiwiSaver
KiwiSaver is a voluntary retirement savings scheme where you can make regular contributions from your pay or directly to your scheme provider. We can give you advice on the best scheme to suit your needs.
Bespoke
Solutions
A tailor-made investment portfolio aligned to your individual requirements. Your specialist financial adviser will construct a customised portfolio for you.
Our Investment Beliefs
-
Governance
Strong investment governance is essential for investment success -
Asset allocation
Asset allocation is the primary driver of returns -
Active management
Market inefficiencies exist and should be exploited through portfolio construction and a bias to active management -
Currency risk
Asset allocation should account for currency risk -
Tactical asset allocation
A systematic process of tilting the asset allocation helps to add value and reduce risk over time -
Environmental, Social and Governance
Environmental, Social and Governance factors should be considered in the investment process where possible
