Advice Built on Trust and Understanding
A Personal Approach to Financial Advice
Based in the heart of Nelson, we work with individuals, families, and business owners across the Nelson Tasman region, and throughout New Zealand, providing personalised financial advice.
For us, financial advice is about more than products and policies. It’s about building lasting relationships and helping you create greater confidence in your financial future.
We’re passionate about helping people make confident financial decisions at every stage of life and we believe the best advice starts with a conversation.
As part of the wider Wealthpoint network, we combine the strength of a New Zealand financial advice provider, with the personalised service of a local team. That means you benefit from broad expertise and resources, enabling us to offer trusted guidance across insurance, investments, KiwiSaver, retirement planning, and wealth management, while still working with advisers who understand the unique needs of the Nelson and Tasman community.
Proud to Support Our Local Sanctuary
Wealthpoint Nelson are a proud Kaitiaki of The Brook Waimārama Sanctuary.
For more information visit www.brooksanctuary.org.nz
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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