Wealthpoint West Auckland

The Wealthpoint West Auckland Team are a passionate group of financial advisors and insurance advisors, keen to deliver the best advice with the greatest care for their customers.

We have an expert team of experienced advisers ready to assist first-home buyers, empty nesters, those approaching retirement, and business owners.

We look after both Commercial and Domestic insurance, including Construction Site Cover, Home, Contents, Motor Vehicle, Business Packages, Liability, Tools & Equipment, and Liability. Helping clients understand their risks, avoid gaps in cover, and supporting them through the claims process.

As your local mortgage brokers, we can help with Refinancing, so you don’t just let your fixed rate rollover and cost you thousands. We can also help with First-Home Loans, to navigate you through the lending rules with confidence. If you own investment Properties, then we can assist you with smart structuring for long-term growth. And if you are after advice with Construction & Development Finance, we can provide advice from subdivides through to new builds. We work with the Big 5 banks plus trusted non-bank lenders.

As qualified insurance advisers, we protect what matters most. For Life, Disability, & Health Insurance, we can recommend the best solution available from AIA, Asteron Life, Fidelity Life, Partners Life, Accuro (Uni-Med), NIB, and Southern Cross. We can assist with an Income Protection solution, designed for professionals and business owners. And we can also provide solutions for first home buyers with the need for Mortgage Protection Cover. All these solutions can protect your lifestyle while you strive to build it.

Planning for the future goes beyond mortgages and insurance. Our team provides KiwiSaver advice to help you choose the right fund for your goals. Working with Booster, Generate, Milford and more enables us to offer you the best performance with your own tailored selection.

Contact the Team now so that we can assist you with solutions to protect what is more important and essential to you, and to grow your assets.