Making an investment

We provide tailored solutions for your investment goals and show you strategies to achieve them. Wealthpoint offers a range of different investment products which are designed to help you grow your wealth and provide long term financial security.

OCR +2.5%

Capital Plus

A moderate portfolio that aims to beat what can be earned from cash and term deposits. It aims to achieve a return that will exceed inflation with only moderate price variations in the portfolio balance, with a focus on capital protection.

OCR +3.25%

Strategic Income

The Strategic Income portfolio is a moderate portfolio that aims to exceed what can be earned from cash or term deposits and provides a regular income though the payment of a monthly distribution.

OCR +3.75%

Market Plus

The Market Plus is a balanced long-term portfolio that will have your money invested in a balance between growth and defensive assets. It aims to provide some capital stability, with an acceptance of some volatility in exchange for the potential of a higher return.

OCR +5%

Optimum Growth

This is a long-term growth portfolio that will have a higher proportion of your money in growth assets both here and offshore. It aims to achieve capital growth over the long term, with an acceptance of a high level of volatility to achieve this.

OCR +6%

Aggressive Growth

Regular reporting on your portfolio, tactical asset allocation as required and annual reviews. Online access to your portfolio so that you can review your investments at any time.

Other Fund Providers

GoalsGetter is an easy to use online platform that helps you create, track, manage and accelerate how you invest your money to achieve your financial| goal. The GoalsGetter platform is powered by Amova Asset Management, one of Asia’s largest asset managers.

Consilium Wrap is provides a global standard investment platform specifically designed for financial adviser firms and their clients. Consilium uses its scale and expertise to customise the user experience and deliver industry leading technology to your fingertips.

Milford offers clients an extensive range of investment services and actively managed products. Milford boasts one of the most globally experienced investment teams in NZ and they constantly re-evaluate investments to achieve the best results for their clients.