Hi Glyn, Ready to discover how we could support Castle Trust Financial Planning?
Some areas where we could help include: • regulatory compliance support, particularly if running a self-licenced FAP is starting to be a burden, • expanding your advice proposition – including developing a general insurance offering, • expanding your product list – particularly for KiwiSaver and investments, • Assisting with succession planning, adviser recruitment or business growth opportunities, and • giving you access to a broad network of like-minded business owners so you can collaborate on ideas to support growth.
We're on a mission to build a more financially secure NZ, powered by independent advisers
I’ve been leading Wealthpoint since we began in 2019. Over that time, I’ve worked across product, distribution, operations and strategy, all with a focus on helping people feel more confident about their financial future. Outside of work, I’m a keen sailor and have competed in national and international events. Sailing has taught me a lot about focus, balance and preparation - qualities I bring to leading Wealthpoint.
Simon Manning
Chief Executive
I’m proud of the community we’ve built at Wealthpoint and the support we give members to power their business their way.
HOLDING COPY: What our members are saying
Being part of a 100% adviser-owned co-op matters. We share in profits through rebates, can influence key decisions, and still own our client book with the ability to exit cleanly if we choose.
Sally Carrick
Carricks
Being part of a 100% adviser-owned co-op matters. We share in profits through rebates, can influence key decisions, and still own our client book with the ability to exit cleanly if we choose.
Sally Carrick
Carricks
Being part of a 100% adviser-owned co-op matters. We share in profits through rebates, can influence key decisions, and still own our client book with the ability to exit cleanly if we choose.
Sally Carrick
Carricks
Being part of a 100% adviser-owned co-op matters. We share in profits through rebates, can influence key decisions, and still own our client book with the ability to exit cleanly if we choose.
Sally Carrick
Carricks