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.
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 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.
Our Investment Beliefs
GovernanceStrong investment governance is essential for investment success
Asset allocationAsset allocation is the primary driver of returns
Active managementMarket inefficiencies exist and should be exploited through portfolio construction and a bias to active management
Currency riskAsset allocation should account for currency risk
Tactical asset allocationA systematic process of tilting the asset allocation helps to add value and reduce risk over time
Environmental, Social and GovernanceEnvironmental, Social and Governance factors should be considered in the investment process where possible