The power of freedom with support
Our members tap into compliance, business development and support services that take the weight off your shoulders, cut costs, and free you up to focus on your clients.
Delivering genuine value to our members
Wealthpoint members save hours every week on compliance and administration tasks. We’ll provide you with regulatory support, technology and professional development so you can power your business your way. And our offering is fully funded, so these benefits are all part of the total cost of your membership.
Compliance made simple
Why reinvent the wheel? Access proven tools, frameworks and expert support that helps you stay compliant and confident - without drowning in admin or starting from scratch.
The power of collective muscle
Get access to leading suppliers and their products, and on terms leveraged thorough the collective muscle of a nationwide network
Behind the scenes expertise
From supported CRMs to training, recruitment and succession planning, we’ve got the behind-the-scenes sorted so you can focus on what really matters: your clients.
Learning that works for you
Stay current, stay credible, stay confident. We make it easy to upskill and connect through ongoing learning and expert-led sessions without all the cost (or effort) of independent training.
Simplified commission reconciliation
You'll have access to a highly skilled team that will manage your end-to-end remuneration processes, saving most medium to large businesses the equivalent of a full FTE in operational costs.
Build your back office
Through Wealthpoint Advantage+Office, engage Virtual Administrators dedicated to your business. Or safeguard your client data through Wealthpoint Advantage+Cyber – a Managed IT Security offering.
Membership with Wealthpoint has given me access to suppliers I might not have been able to access through a direct agreement myself. It means I can offer my clients the best solutions available in the market.
Access to market leading products and suppliers
As part of our nationwide network, you’ll benefit from collective scale. That means stronger negotiating power with some of New Zealand’s best life, health and general insurers, fund managers and mortgage providers - giving you access to better products, pricing and terms than you’d get alone. You still enjoy independence, but with the kind of product access and leverage that only comes from strength in numbers.
Melissa Still, Mainland Insurances & Mortgages
Holly Chen, NZ Insure
A community that’s stronger together
Our network is built on collaboration, not rivalry. That means you’ll find support, referrals, and shared knowledge flowing freely between members who understand the challenges of running an independent business. We each bring unique perspectives, experiences and strengths to the table, and together, we lift each other higher. Because when our members succeed, we all do.
Wealthpoint Pathways Conference
Our flagship event is our annual Pathways Conference. This brings together our advisers, their support staff, the Wealthpoint team and our key suppliers for three days of professional development, keynote addresses and networking. Our most recent conference was held in Napier, in May 2025, and was attended by over 200 delegates.
Annual Wealthpoint Awards
A highlight at each Pathways Conference is our annual Awards Dinner. Here, we recognise our leading businesses, financial advisers, Member support staff and other individuals who have contributed to the success of the co-operative over a long period.
Regional Member Briefings
Its important to us to get out into the regions to speak with our Members about issues that affect their businesses. We meet our Members and their advisers across three briefings – Northern, Central and Southern, and also use these sessions to give advisers the opportunity to share business development ideas with each other. Collaboration, rather than competition, is a hallmark of the Wealthpoint network.
Wealthpoint Adviser Induction
All new Wealthpoint advisers are encouraged to attend our three-day induction courses in Auckland. This course introduces advisers to all parts of the Wealthpoint offering, helps to build strong relationships with our Auckland support team, and includes several skills development sessions such as practice management best practice, regulatory compliance, and client skills.