Building Wealth, Protecting Futures.
Turning property goals into reality while protecting your future.
Who We Help
At Wealthpoint WA, we work with professionals, business owners, and families across Rodney, North Shore, and West Auckland.
Professionals (PAYE): Refinancing, first-home loans, or that dream holiday house.
Business Owners: With 2+ years financials, ready to leverage smarter lending.
Investors: Expanding property portfolios with rentals or subdivisions.
First-Home Buyers: Deposit ready and wanting a clear path to approval.
Small Developers: Funding for subdivides and new builds.
Our Process
(Simple, Stress-Free)
Discovery Call – A quick chat about your goals.
Tailored Options – We compare the Big 5 banks and specialist lenders.
Approval & Action – We manage applications end-to-end.
Protect & Future-Proof – Insurance and KiwiSaver solutions to safeguard your family and assets.
Insurance Solutions
As qualified insurance advisers, we protect what matters most:
Life Disability & Health Insurance: AIA, Asteron Life, Fidelity Life, Partners Life, Accuro (Uni-Med), NIB, Southern Cross.
Income Protection: Designed for professionals and business owners.
General Insurance: Home, car, contents, and commercial cover.
Because protecting your lifestyle is as important as building it.
Mortgage Solutions
As your local mortgage brokers, we help with:
Refinancing: Don’t let your fixed rate rollover cost you thousands.
First-Home Loans: Navigate lending rules with confidence.
Investment Properties: Smart structuring for long-term growth.
Construction & Development Finance: From subdivides to new builds.
We work with the Big 5 banks plus trusted non-bank lenders.
KiwiSaver & Investments
Planning for the future goes beyond mortgages and insurance. Our team provides:
KiwiSaver advice – choosing the right fund for your goals.
Investment strategies – tailored to help build long-term wealth.
We’ll connect you with the right specialists from within WPWA.
Meet the Team
Ash Davies - Mortgage & Life Disability and Health Insurance Specialist.
Specialist in refinancing, first-home buyers, investors, and business owner lending.
Fully qualified to provide life, disability, and health insurance solutions.
Based on the Hibiscus Coast, supporting clients across Rodney, North Shore, and West Auckland.
Contact Ash on 021 747 118
Vanessa Lyu - General Insurance Specialist.
Specialist in Construction site cover, Business Insurance, Liability & professional indemnity, Home, Contents & Vehicle.
Fully qualified to provide General insurance advice across both commercial & domestic areas
Supporting clients across Rodney, North Shore, and West Auckland.
Contact Vanessa on 021 027 43208
Mike Dalley – KiwiSaver & Life, Disability & Health Insurance specialist.
Specialist in Group life and health insurance and KiwiSaver & investment advice.
Fully qualified to provide life, disability, and health insurance & KiwiSaver solutions.
Based in Riverhead, supporting clients across Rodney, North Shore, and West Auckland.
Contact Mike on 027 262 3035
Amy Chen – Life, Disability & Health Insurance specialist.
Photo coming soon
Specialist in Life, Health and Disability advice.
Fully qualified to provide life, disability, and health insurance solutions.
Supporting clients across Rodney, North Shore, and West Auckland.
Contact Amy on 027 246 9366
With Wealthpoint WA, you’ll have a team that covers:
Mortgages (refinance, first-home, investment, development).
Life, disability, health & income protection.
General insurance for home, car, business.
KiwiSaver & investments.
Everything under one roof – so you can focus on your goals, not juggling advisers.
Book a Free Strategy Call
If you are looking for that personal touch when it comes to your most important assets, get in touch and let me help you find the right path forward.