Investment Advice & Financial Planning

There’s no ‘one size fits all’ with investments because everyone has different aspirations for their money, whether it’s saving for retirement, generating cash flow or buying a new home.

At Wealthpoint North we take the time to understand your individual goals and requirements. We consider your attitude to risk and your investment timeframe, so we can then help implement the right investment strategy for you.

Knowing how to secure your financial well-being is one of the most important things you’ll need in life. We can help you choose investment options that fit with the direction you’ve set, and start on the path to achieving your financial goals.

All our investment solutions have been approved by AMP after extensive research by independent companies such as Mercer and First New Zealand Capital.  Our investment team are all Authorised Financial Advisers and are duty bound under the Code of Professional Conduct to put the needs of our clients first.


Please feel free to contact our team anytime to discuss your investment options.

We strive to build strong relationships with our clients.

Claims, Insurance queries, in need of advice... Whatever it may be, we are here to guide you through from start to finish.

Click Here to select what Insurance you would like us to contact you about.

We offer a wide range of Insurances including tailor made options to best suit your unique situation.

We pride ourselves in providing financial security for our clients.

Unexpected events do occur and we are here to make sure our clients are protected from all that life may throw at them.

We understand that making a claim often comes at a challenging and traumatic time. You can rely on us to take care of your claim so that you can put your time and energy into getting back on track.