The Value of Personalised Investment Advice

Investing shouldn’t be complicated or overwhelming. Our role is to help you understand your options, manage risk appropriately, and make informed decisions with confidence.

We take the time to understand what’s important to you, your goals, and the future you’re working towards. Using detailed research and analysis, we create personalised investment strategies designed to help you build and protect your wealth over time.

The portfolios we recommend are actively managed and regularly reviewed, ensuring your investments remain aligned with your changing circumstances and objectives. As your trusted adviser, we’ll be alongside you throughout your financial journey, providing the guidance and expertise you need to stay on track.

Our focus is simple, helping you make confident investment decisions so that you can achieve the future you envision.

Investment options

The Investment Portfolios

Wealthpoint offers a range of different investment products, these products assist in building a personalised portfolio designed to help you grow your wealth and provide long term financial security.

We work with specialist asset consultants who use extensive market data and research to assess thousands of potential future market scenarios. This helps us create portfolios that are designed to suit the level of risk you are comfortable taking.

Often used as the foundation of your portfolio, there are five Wealthpoint Investment Portfolios that you are able to invest in with the help of our advisers.

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.

For more information

Wealthpoint maintains master agreements with leading fund managers. These are accessed by us on Consilium’s WRAP platform.

Consilium providers access to an investment WRAP platform. Consilium Wrap makes it easy to view your investments online and providers regular reporting.