Joann Financial Services

Trust us for the best insurance

We are part of the Wealthpoint Group

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.

Great service! Joann Financial Services helped me find the perfect insurance plan for my business.

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We are a full-service insurance agency dedicated to providing exceptional clients service.

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