Welcome to
Umbrella Group
Here at Umbrella Group we view our 4000+ clients as our people – and we are always here for our people!
We understand that this role is not a Monday – Friday, 9-5 job – we pride ourselves on making ourselves available to all of our people all of the time.
In 2019 we made the decision to join Wealthpoint as a foundation member along with 50+ other adviser businesses, spread all across the great country of ours. The members of Wealthpoint each own their adviser businesses which means that we can give independent, impartial and quality financial advice – we believe this to be a very important part of our offering to “our people”.
We are committed to delivering the best Insurance and Investment Solutions to our people!!
After all – “We Have You Covered”
Umbrella Group is a member of
Our Financial Advisers are engaged directly by Wealthpoint Limited which holds a financial advice provider licence. For more information, visit here.
Insurance
Whatever your insurance needs, we are here to help. Whether it is personal risk, life and trauma insurance, home, contents or car insurance, income protection or business insurance, one of our specialists will be able to get to make sure you are covered. Because if something were to happen, you want to make sure you are financially protected.
KIWISAVER
If you need help getting the most out of your KiwiSaver, then our team can talk with you about which is the best scheme for you and what your goals might be. Whether you are actively involved in your KiwiSaver or essentially clueless as to where your savings are and what they are doing, Umbrella Group can help you out.
Investments
It can be tough deciding on the right portfolio and making investment decisions in an ever changing market. Let us take some of the stress out of it for you by providing expert investment advise or handle it all for you, so that you can relax and reap the rewards.
ADVICE
If you need financial advice, then we have you covered there too. We provide a full range of advice on how you can manage your money, invest for the future or plan for retirement. We aim to take the stress out of your finances so you can focus on the important things in life.
