Looking after clients across Nelson and the Tasman regions
Wealthpoint Nelson is an advisory business that provides tailored lifetime advice. Our team of friendly, experienced and committed advisers have been assisting Nelsonians with personalised insurance and financial solutions since 1997.
Whatever your stage in life or personal circumstances we can help your insurance cover, financial planning, KiwiSaver and investment advice. We take time to carefully understand your situation to ensure we provide you the best solution available.
Our support goes beyond today. Our ongoing relationships forged with our clients set us apart.
Work with our experienced team to gain a fresh perspective on your current situation. Our qualified and licenced advisers are engaged directly by Wealthpoint Limited which holds a financial advice provider licence.
What can we help you with?
Making an Investment
Grow your wealth or save for your retirement with KiwiSaver, managed funds or invest in one of Wealthpoint’s five leading investment portfolios.
Insuring Yourself
Protection for you and your family through life, medical, income protection and trauma insurance.
Insuring your Assets
Our homes, cars and other private assets (boats and toys) are some of our most significant investments. It is important to get sufficient cover to protect you financially and to provide you with peace of mind should something go wrong.