WealthHealth is different form your regular mortgage or insurance broker, where we are actually Financial Advisers. We take pride in our professional development and carrers.
Our Principal is Craig Coupland who is a Certified Financial Planners (CFP), Authorised Financial Advisor.
We have many years experience as advisors, and sett ourselves apart from our peers by investing in our ongoing professional development beyond regulatory requirements.
WealthHealth systems are designed to comply with the highest level of Personal Financial Planning internationally through the CFP
In an industry where mortgage brokers and insurance brokers currently don’t have a very high educational requirement to practices, WealthHealth is the next level in advice for clients with Mortgage, Insurance and Kiwisaver advice needs.
Our remuneration model means that we don’t usually have to charge a fee, as we are paid commission from providers we work with. If your lending needs fall outside of main stream banks then a small fee may apply.