SurePlan Financial Competitors

Our organisation has worked with Financial Advisers since 1921, so we’ve been around for almost 100 years. We are 100% New Zealand owned. In 2019, we launched our new national network; Wealthpoint. Weathpoint is now a network of more than 50 financial advisory businesses, with offices from Kaitaia to Invercargill. Our members each own their businesses, meaning they can give independent, impartial and quality financial advice, while benefitting from the scale, resources and support of being part of a larger group. Our Advisers are regulated by the Financial Markets Authority. Life isn’t simple, goals change, and events both good and bad happen along the way. As a result, every New Zealander travels a different path towards their own financial success. And while the advice may differ for each client - the destination point and their ultimate goals are often the same - financial security through wealth creation and wealth protection. That’s where a skilled and trusted financial adviser comes in. Our Advisers can help you with Lending, Insurance, Wealth Management, and KiwiSaver. Use our Find an Adviser page to contact one of our more than 50 Wealthpoint advisory businesses.

Knowing that you have a successful plan in place to protect and achieve a financially secure future; That's Peace of Mind! Having confidence in your plan and the assurance that someone is there to standby you every step of the way; That's Planwise! At claim time many Advisors don’t want to be involved, but when you are dealing with a claim for a Planwise client it is a different story. They do great work on behalf of their clients. They go the extra mile to assist at what can be a very stressful time”. (S. Knight Claims Specialist) For the best in financial advise Including:- Insurance, Mortgages and Investment - you need to talk to the people that stand behind their advice and stand behind you during a claim. Talk to a Planwise Adviser today.