Personal advice
Independent research
Designed just for you

Welcome to BeaconPoint Private Wealth

BeaconPoint provides independent financial solutions for hardworking New Zealanders who want clarity and confidence in their financial future. Based in Northland and supporting clients nationwide, we blend decades of experience with a personal, down-to-earth approach.

We focus on what matters to you — your family, your lifestyle, your business and your assets. Whether you’re preparing for retirement, managing succession, or growing your investments, we offer advice that’s genuinely independent and designed around your goals.Your wealth, our guidance.

“Welcome to a better way forward”

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Our Services

BeaconPoint provides a comprehensive wealth management service designed to grow, protect, and manage your assets through every stage of life. Our approach is holistic — combining investment management, financial planning, KiwiSaver advice, and trusted partnerships to ensure every aspect of your financial wellbeing works together seamlessly.

30
Decades of financial expertise — delivered locally.

Our team bring decades of experience helping rural families, business owners, and retirees make confident financial decisions. Based in Northland and serving clients nationwide, we combine independence with insight — giving you clarity and control over your financial future.

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    Our Business Partners

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