Making an investment

We provide tailored solutions for your investment goals and show you strategies to achieve them. Wealthpoint offers a range of different investment products which are designed to help you grow your wealth and provide long term financial security.

We believe that the foundation of a successful investment plan is having a clear and concise goal. In fact we would argue this is where most of the work gets done. How much money do you need, why and when?

We will work with you to answer these questions and then create an investment plan or strategy that enables you to reach your goals within your timeline whilst managing the risks along the way.

We will seek regular reviews to monitor progress, make changes when necessary to ensure you are on track to achieving your goals and feeling confident to enjoy the life you want to live.

The Investment Portfolios

We use a sophisticated asset allocation framework from our asset consultants that combines market data and their in-house research to simulate 5,000 scenarios for each asset classes for every year forecasted, this delivers an effective outcome for each risk profile.

There are five Wealthpoint Investment Portfolios that you are able to invest in with the help of our advisers. Their target annual return objectives are shown below.

OCR +2.5%

Capital Plus

A moderate portfolio that aims to beat what can be earned from cash and term deposits. It aims to achieve a return that will exceed inflation with only moderate price variations in the portfolio balance, with a focus on capital protection.

OCR +3.25%

Strategic Income

The Strategic Income portfolio is a moderate portfolio that aims to exceed what can be earned from cash or term deposits and provides a regular income though the payment of a monthly distribution.

OCR +3.75%

Market Plus

The Market Plus is a balanced long-term portfolio that will have your money invested in a balance between growth and defensive assets. It aims to provide some capital stability, with an acceptance of some volatility in exchange for the potential of a higher return.

OCR +5%

Optimum Growth

This is a long-term growth portfolio that will have a higher proportion of your money in growth assets both here and offshore. It aims to achieve capital growth over the long term, with an acceptance of a high level of volatility to achieve this.

OCR +6%

Aggressive Growth

Regular reporting on your portfolio, tactical asset allocation as required and annual reviews. Online access to your portfolio so that you can review your investments at any time.

Other Fund Providers

Amova Asset Management provides professional investment management solutions, combining local expertise with global investment capabilities to help advisers and investors achieve their long-term financial goals through active, research-driven portfolio management

Consilium Wrap provides a global standard investment platform specifically designed for financial adviser firms and their clients. Consilium uses its scale and expertise to access a wide range of managed funds, portfolio solutions, and investment opportunities, helping investors build and manage wealth with confidence.

Milford offers clients an extensive range of investment services and actively managed products. Milford boasts one of the most globally experienced investment teams in NZ and they constantly re-evaluate investments to achieve the best results for their clients.