Company Information

Get to know Wealthpoint Financial Planning

Wealthpoint is one of New Zealand’s largest independent financial advisory support networks. Formed through the merger of several adviser business groups, the company operates as a cooperative owned by its adviser members. Its mission is to empower its network of over 50 advisory businesses to deliver high-quality financial advice to clients across the country. They provide comprehensive support, including compliance, technology, and marketing, enabling advisers to focus on helping New Zealanders with their investment, insurance, KiwiSaver, and mortgage needs.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Wealthpoint Financial Planning

Australia

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.