Wealthpoint recognised for delivery to members

These awards celebrate success across the co-operative and mutual sector which generates almost one-fifth of New Zealand’s GDP by revenue and includes well known businesses such as Fonterra, Southern Cross, Mitre 10 and FMG.

Wealthpoint formed in 2019 and is one of the largest independent advisory networks in NZ, with 50 member businesses and 155 advisers operating nationally.

When presenting the award, the judges recognised both the breadth and complexity of Wealthpoint’s member offering, noting that the business had scaled up to provide a full service offering for shareholder members across four key financial advice disciplines – life, health and general insurance, investments and mortgages.