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Wealthpoint Adds Experienced Advisor in Venture with Rothbury

Wealth Point acquires new shareholders and business owners.

Friday, October 22, 2021 9:43 AM

Auckland-based financial adviser Garyman has joined Wealthpoint as a new shareholder and business owner. Wealth Point is a co-operative wholly owned by the shareholders of 50 Advisory Business Members.

Mann had a 35-year career in financial services and was a member of the advisory group Lifetime until his departure in August. Mann’s new business, Rothbury Employee Benefits, focuses on the Group’s life and health market and is co-owned by the Rothbury Group.

Rothbury’s is New Zealand’s third largest non-life insurance broker, dedicated to providing employee benefits to non-life insurance clients. Rather than expanding its own specialized FAP back office, Rothbury chose to partner with Wealthpoint as a licensed FAP with experience and strong capabilities in the life and health market.

Simon Manning, CEO of Wealth Point, said: He is an experienced and skilled financial adviser and has many years of ties to many Wealthpoint advisors. My team and Wealth Point Board are very pleased that he will join us.

“But personal connections aside, this was primarily a business decision by the Rothbury Group. I’m really pleased that Rothbury chose Wealthpoint to support the growth of its employee benefits business. . ”

Wealthpoint recently established a general insurance broker that is unaffected by its new relationship with Rothbury. Most Wealthpoint members operate their own general insurance business through existing Wealthpoint contracts.

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Wealthpoint Adds Experienced Advisor in Venture with Rothbury

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