Wealthpoint Nelson is a team of experienced financial advisers based in Nelson, New Zealand. As a member of the nationwide Wealthpoint network, a co-operative owned by its member businesses, they provide personalised financial planning and advisory services to individuals, families, and businesses. Their core mission is to help clients achieve their financial goals through tailored advice on investment strategies, retirement planning (including KiwiSaver), risk management via insurance, and mortgage solutions. The firm operates under the legal entity Nelson Investment & Insurance Services Ltd.

Founded in

New Zealand