Clear Advice for Life’s Important Decisions
Our team is committed to walking alongside you through every stage of life, helping you grow, protect, and enjoy the future you’re building. Whether you’re planning for retirement, investing for long term success, protecting what you love, or navigating life’s unexpected moments, we guide you with clear advice, honest and genuine conversations, and continuous support.
Nigel Rukuwai
Financial Adviser
Insurance and Investment Specialist
Peta-Lee Buckley
Financial Adviser
Investment Specialist
Tara Beleski
Financial Adviser
Insurance and KiwiSaver Specialist
Our Services
KiwiSaver
No matter your age, balance, or goals ahead, choosing the right KiwiSaver plan and fund to invest in will have a major impact on your future.
Our advisers can help you choose the right fund for your situation, as well as providing continued guidance through all stages of life. Whether that is buying your first home or planning for retirement, we want to ensure you feel confident about your future.
Investments
Our experienced and qualified advisers can help guide you through the investment process. Your financial goals are unique, and your investment strategy should be too.
We take the time to understand what’s important to you before recommending an investment solution tailored to your needs. Whether you’re building wealth for the future, planning for retirement, or creating financial security for your family, we’ll provide personalised advice and ongoing guidance to help you invest with confidence.
Insurance
Life changes, and your insurance needs can change with it. That’s why we take the time to understand what’s important to you before recommending the right insurance solutions for your circumstances.
Whether you’re protecting your family, your income, your business, or your assets, we’ll provide personalised advice and ongoing support. By staying in touch and helping you ensure you have the right cover in place, you can enjoy peace of mind knowing what matters most is protected.
Retirement Planning
Retirement is one of life’s most significant financial transitions. For many people, it is not simply about stopping work. It is about creating the freedom and confidence to live the lifestyle you want, knowing your financial future is well considered and aligned with your goals.
Working with one of our advisers can bring valuable perspective and expertise in helping you understand what your future income needs may look like, what assets and resources you have available, and how to bridge any gap between the two so that you can enjoy the years ahead.
What our clients say
“Very impressed with Nigel and the team at Wealthpoint so far. Excellent, fair advice with a calm and professional approach. Very knowledgeable and being part of the Wealthpoint Co-operative nationally gives them access to well-researched funds and information.”
K Wood
“Nigel was prompt in getting back to my request for clarification about aspects of my insurance policy. Nigel was also quick to offer advice, followed up efficiently via email so that there was a record of the outcome and of our phone discussions. I believe in awarding credit where credit is due.”
J Moffitt
Simple, Clear, and Built Around You
- Lets start with a conversation. Your first meeting with us is completely Free. We get to know you, you get to know us, together we decide whether we are the right fit to achieve your goals
- We do the homework. Once we understand your situation, we'll research the options available and put together a personalised plan to suit you
- We talk through your options. We’ll explain our recommendations and make sure any advice we provide is clear and in line with your goals and what is important to you
- We handle the implementation. From applications through to completion, we'll guide you every step of the way to make things as straightforward as possible
- We're here for the long term. Our relationship doesn't end once everything is in place. We'll remain your trusted point of contact whenever you need us and offer regular reviews to help keep your plans aligned with your changing needs
What we're talking about
Get in touch
Email our support team today and we will get back to you, and direct your query to the relevant persons. Use the contact form or contact us directly.
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