WealthHealth® is a growing company currently consisting of 3 Financial Advisers plus support staff, focusing on mortgages, insurances and KiwiSaver and the ability to offer a wide variety of additional financial services.
Prior to starting WealthHealth®, Craig had worked in a major bank for 13 years and gained his Diploma in Business and Personal Financial Planning adding to his AFA and CFP qualifications. He also specialises in providing ‘truly personalised’ Financial Planning services to help people plan for and achieve the things in life that are really important to them. Read more about our other advisers, Rebecca and Samantha in 'Behind the Brand'
Mortgage Broker Services - FREE Service - first home loans, mortgage refinancing and more
Insurance Broker Services - FREE Service - life insurance, income protection insurance, health insurance, and more
KiwiSaver - FREE - unlocking KiwiSaver funds to purchase your first home, retirement planning with KiwiSaver, choosing a great fund and more
We combine expert-level professional financial advice with truly personal and unbiased service. We take the time to explain everything in plain language, so you're always in control of the decisions you're making. We love seeing our clients achieve their goals - whether that be the keys to your first home, a property portfolio for future wealth, or insurances that give you complete peace of mind for whatever life may bring,
As we are independent insurance and mortgage brokers, we can provide quotes from all the major providers and the not-so-major providers to see what fits your budget, goals and lifestyle. It's about getting you the very best deal, while structuring things so you have the security and cover you need.
We're based in Papamoa, but can come to your place at a time that suits you - we help clients right throughout Tauranga and the Bay of Plenty, and as far afield as Waikato and Auckland.