Cassandrea has been with Wealthpoint North since 2014, specializing in personal, farm, and business insurance.

With extensive qualifications and a client-focused approach, she builds lasting relationships by offering tailored, easy-to-understand coverage plans.

As a qualified Financial Adviser specializing in General and Personal Risk Insurance, Courtney brings extensive industry experience, including roles in underwriting and claims assessment. With a background in veterinary nursing and a passion for farming, agriculture, and all things automotive, she offers a unique perspective to her clients.

Jason joined Wealthpoint in 2014, bringing expertise in management, business consultancy, and finance. With a Master’s in economics and human geography, he specializes in risk management and mortgage finance, ensuring clients get the best coverage and solutions. Outside of work, he and his wife Kim enjoy traveling, time with friends, and life in the Bay of Islands.

Based in Whangarei, Marty has over 30 years of experience as a Financial Adviser, specializing in mortgage finance, personal and general insurance, and financial planning, while building lasting client relationships across Auckland to Cape Reinga.

With nearly three decades as a Financial Adviser and a background in banking since 1974, Pamela specializes in Group Health Plans and Risk Protection, providing tailored financial solutions to individuals and businesses while staying actively involved in my community through Rotary, walking, Pilates, and crafting.

Richard provides expert advice on insurance and investment, helping clients protect and grow their wealth with personalized plans tailored to their goals. Passionate about building lasting relationships, He focusses on ongoing support, ensuring plans are regularly reviewed to keep clients on track.

Sean joined Wealthpoint North in 2022, specializing in personal risk insurance, residential lending, and general insurance, and works across Northland to provide tailored insurance and mortgage finance solutions, while staying active in sports and community involvement.

Tony has been a trusted financial professional since 1991, offering personalized insurance solutions focused on risk management. As Financial Adviser at Wealthpoint North, he builds lasting relationships and also mentors future advisers, all while supporting local organizations such as Hospice.

​Ash joined Wealthpoint North in 2021 after returning to Kerikeri from Australia, bringing 16 years of banking experience, and now serves as Jason's "right-hand-gal," focusing on mortgage clients and personal risk insurance enquiries.

Beverley Watson, an Advisor Support team member at Wealthpoint North’s Whangarei office since 2019, brings extensive insurance experience and a commitment to exceptional customer service, while enjoying outdoor activities and traveling with her family.

​Jess Proctor-Marsh is a dedicated Client Services and Advisor Support professional based across the Kerikeri and Kaitaia offices. With over a decade of experience in the dental industry—spanning chairside assisting, practice management, and medical reception—Jess is well-versed in delivering exceptional service and building trusted client relationships.

Kim, a valued member of the Wealthpoint North team, brings 20 years of experience in interior design and business ownership, combining creativity with client-focused expertise. Partnering with her husband Jason in both life and work, she plays a key role in administration and client support, ensuring a seamless insurance experience.

Michelle joined the Adviser Support team at Wealthpoint North’s Warkworth office in 2023, inspired by her daughter Cass to step in and support the growing business. With a strong background in accountancy, retail, and office management, Michelle brings a broad skill set and a practical, solutions-focused approach to her work.