Wealthpoint North is Your Trusted Financial Partner North of Auckland

From the North Shore to Kaitaia , we provide expert insurance, investment, and mortgage advice. Our local teams in Kerikeri, Whangarei, Warkworth, and North Auckland are committed to guiding you every step of the way.

Wealthpoint North - Trusted Financial Guidance for Every Stage of Life

At Wealthpoint North, we believe everyone deserves clarity and confidence in their financial journey. Whether you're planning for retirement, managing investments, or protecting your assets, we’re here with trusted advice that prioritizes your goals.

Simple, Secure, Personal Advice

Our advice is designed to help you make smart decisions that support your future. With local expertise and a commitment to long-term relationships, we’re proud to be a financial partner you can rely on.

Start Today, Thank Yourself Tomorrow - How We Can Help

Making an Investment

Grow your wealth or save for retirement with KiwiSaver and managed funds. Our Warkworth team specialises in investment strategies tailored to local opportunities.

Learn More

Buying a Property

Explore mortgage solutions with our North Auckland and Northland team of specialists, who understand the local housing market and can help you secure the best rates.

Insuring Yourself

Our teams across North Auckland through to Northland offer personalised protection through life, medical, and income protection insurance, ensuring you're covered.

Insuring Your Assets

From homes and cars, to boats and trailers our advisors North of Auckland provide comprehensive coverage that protects your valuable assets against regional risks.

Meet Our Local Experts

Meet the Wealthpoint North team, your dedicated financial experts spread across five key locations: Kaitaia, Kerikeri, Whangarei, Warkworth, and the North Shore.

Each of our local advisers brings a wealth of experience and a deep understanding of their community's unique needs, offering personalised advice in insurance, investment, and mortgage solutions.

Whether you're navigating the housing market in Whangarei or planning your future in Kerikeri, our team is here to provide the trusted guidance you need to achieve your financial goals.

Find your local expert