Meet The Wealthpoint North Team

With Wealthpoint North since 2014, Cass specialises in general insurance, advising on personal risk and investments. Based in Warkworth, she takes a client-focused approach, building genuine relationships and helping clients’ insurance and financial plans evolve.

Specialising in General and Personal Risk Insurance, Courtney brings extensive industry experience, including roles in underwriting and claims assessment. Her background in vet nursing and passion for agriculture, and automotive, givers her a unique perspective for her clients.

Jason joined Wealthpoint in 2014, bringing expertise in management, consultancy and finance. With a master’s in economics and human geography, he specialises in risk management and mortgage finance, ensuring clients optimal coverage and solutions.

Mark joined the Wealthpoint North team in 2026 and brings over 30 years of experience in Fire & General insurance. Based in the Whangārei office, he now also supports clients with their Life, Trauma, Income Protection, and Health insurance needs.

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

A Financial Adviser and a background in banking since 1974, Pamela specialises in Group Health Plans & Risk Protection, providing financial solutions to individuals and businesses. She stays actively involved in community through Rotary, walking, Pilates, and crafting.

Providing expert advice on insurance and investment, Richard helps clients protect and grow their wealth with plans tailored to their goals. Passionate about building lasting relationships, He focuses on ongoing support, ensuring plans are regularly reviewed.

Joining Wealthpoint North in 2022, Sean specialises in personal risk insurance, residential lending, and general insurance. He works across Northland providing tailored insurance and mortgage finance, while staying active in sports and the community.

A trusted financial professional since 1991, Tony offers personalised insurance focused on risk management. As Financial Adviser he builds lasting relationships and also mentors future advisers, all while supporting local organisations 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 preparing and servicing their mortgage clients and assisting with life 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 is a dedicated Client Services and Advisor Support professional based in our Kerikeri and Kaitaia offices. With over 10 years experience in the dental industry - she is well-versed in delivering exceptional service and building trusted client relationships.

Joining the Wealthpoint North team in late 2025 Rowan has just completed his Level 5 in residential lending whilst raising his two young kids. Stepping into the industry for the first time Rowan will work alongside the team and provide support and administration focusing on Residential lending.

A valued member of the team, Kim 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.

Joining the Adviser Support team at our Warkworth office in 2023, inspired by her daughter Cass to step in and support the growing business. With a background in accountancy, retail, and office management, she brings a broad skill set and a practical, solutions-focused approach to her work.

Cayla joined Wealthpoint North in October 2025 and is based out of the Whangarei office. She brings with her years of experience in customer service and administrative roles. She began in fast-paced customer facing roles, where she developed a deep understanding of client needs, clear communication and problem solving.