Powering your independence
With Wealthpoint, you’ll have the tools, products and community you need to power your business your way.
We’ll sort the behind-the-scenes so you can focus on your clients
Stay current and credible with ongoing upskilling
Be supported with ongoing learning programmes and expert-led sessions to keep ahead of industry change.
Our Aspiration
A better, more financially secure NZ, powered by independent advisers.
Why Wealthpoint?
We are owned by our members, for our members
Wealthpoint is a co-operative owned by a network of 50 financial services advisory businesses, operating from more than 70 locations across New Zealand. With over 160 advisers covering life, health and general insurance, investments, KiwiSaver and mortgages, Wealthpoint is one of New Zealands largest independent financial adviser groups.
What our members are saying
The Wealthpoint investment proposition has transformed how we serve clients — access to model portfolios, bespoke portfolio tools, and high-quality research means we can focus on advice, not administration.
Shane Dowling
Mainland
Wealthpoint simplifies our business by handling governance, compliance and quality contracts, while giving us the confidence to plan for the future. Its scale, independence, and collaborative network reduce costs, expand client offerings, and support growth — all while allowing us to be part of something bigger.
Paul Carrick
Carricks
Joining Wealthpoint gave us access to a full general insurance brokerage with premium funding, binding and claims support. We still deal with our clients directly, but we haven’t had to add back-office complexity, cost and risk to our business.
Anita Liang
Mars Insurance
Over the years I’ve had great adviser recruitment and succession planning support from Wealthpoint. We’ve been able to provide options for some of our older advisers, and new opportunities for younger advisers wanting to establish themselves in a supportive environment.
David Lowe
Genesis
We welcome advice businesses of all sizes.
Whether you’re going solo or leading a team, we’re here to make it easier to run a successful business, so you can deliver trusted advice to your clients. You’ll have the power to stay independent, with the support to stay ahead.
Size
From solo practitioners to thriving businesses with large teams of advisers and support staff, our network is built to scale with you.
Turnover
Our network supports advice businesses at every stage — from smaller, growing firms to established practices generating $4–5 million in annual revenue.
Advice type
Our members run diversified advice practices, often covering multiple advice categories including life and health insurance, general insurance, investments, and mortgages.
Collaborative
One quality unites all our members - their willingness to collaborate and share business best practice ideas with other Members. They co-operate, rather than compete.
Wealthpoint's industry leading member benefits
FAP Licence - Member firms not required to be FAP or Authorised body
Professional Indemnity Cover - fully funded
QA and compliance support - fully funded
FAP covers a wide range of advice categories - life and health insurance, general insurance, investments and mortgages
CRM Flexibility - choice of several funded options
Full independence - own, build, and run your own business
Product range and supplier independence - 60+ supplier agreements
100% member owned - and eligibility for rebate / profit share
| Wealthpoint | Corporatised groups | Self licensed FAPs | Aggregation groups | |
|---|---|---|---|---|
FAP Licence - Member firms not required to be FAP or Authorised body | ||||
Professional Indemnity Cover - fully funded | ||||
QA and compliance support - fully funded | ||||
FAP covers a wide range of advice categories - life and health insurance, general insurance, investments and mortgages | ||||
CRM Flexibility - choice of several funded options | ||||
Full independence - own, build, and run your own business | ||||
Product range and supplier independence - 60+ supplier agreements | ||||
100% member owned - and eligibility for rebate / profit share |
News, views and events
From conferences, networking events, webinars and more, to the latest industry news and expert views, you’ll find it all here.
Join our community
Keep up to date with the latest from Wealthpoint by following us on LinkedIn.
