​TRUE NORTH INVESTMENTS

FINANCIAL DIRECTION

Quality Advice on Investments & Insurance

SERVICES

If you could do just one thing today to change your situation in a positive way, would you do it? If the answer is yes then lets work together to achieve your financial goals and objectives.

True North Investments gives you access to a wide range of financial services but most importantly we’re a team of people who truly care about client outcomes.

Our experienced and fully qualified Advisers have an extensive knowledge of the financial services industry. We are proud to provide financial advice and products best suited to your individual needs.

​Our ongoing commitment is solely to you and the financial security of your family and assets.

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We are part of the WealthPoint Group

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Disclosure

'Our advisers are engaged directly by Wealthpoint Limited which holds a transitional financial advice provider licence. For more information, visit here

"Wealthpoint stands behind the advisers that stand behind you"

The WealthPoint Group is a member-owned  Cooperative

Wealthpoint is a co-operative owned by a network of 50 financial services advisory businesses, operating from more than 70 locations across New Zealand.

With over 150 financial advisers covering life and health insurance, general insurance, investments, KiwiSaver and mortgages, Wealthpoint is one of New Zealand’s largest independent financial adviser groups.

With size comes scale and Wealthpoint provides the benefits of scale with all the advantages of locally based advisers. Our advisers live and work in their communities and are connected to the unique needs of their clients.

Our advisers run their own businesses but are powered by our national network infrastructure and we’ve been supporting advisers since 1921 through Wealthpoint and our previous adviser association.

Wealthpoint provides a wide range of business support services to member businesses and these help our members deliver high quality advice and product solutions you can trust. Wealthpoint is a licenced Financial Advice Provider (FAP) which means we take regulatory responsibility for the advice provided by our members.

Benefits of being part of the WealthPoint Group

Wealthpoint Approved Product List

Our approved product partners are only selected from New Zealand’s leading financial services companies..

Independent Advice

Wealthpoint protects the independence of our advisers by ensuring supplier arrangements exclude any sales targets, quotas or sales incentives.

Wealthpoint Practicing Certificate

All Wealthpoint advisers must keep a current Practicing Certificate which demonstrates completion of industry qualifications, technical product training and other ongoing professional development requirements.

Advice Quality Assurance

All Wealthpoint advisers are assessed on a regular basis by our specialist internal compliance team. 

Professional Development and Training

Wealthpoint delivers regular training programmes to our members so you can be sure their knowledge is up to date.

Client Response

Wealthpoint is a member of the Insurance and Financial Services Ombudsman scheme which provides a pathway for clients in the event you are dissatisfied with the service or advice received from a Wealthpoint adviser

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