We’re professional financial advisors, with a passion for helping people live their best lives. Tell us your vision.
We’ll help you get there.
HI! WE’RE WEALTH HEALTH.
Whether you’re after a mortgage, insurances or a full financial roadmap for your future, the only agenda we’re focused on is yours.
"Professional, friendly and prompt. Like seeing the doctor but for your wealth's health! Business, house and KiwiSaver sorted."
"Professional, friendly and prompt. Like seeing the doctor but for your wealth's health! Business, house and KiwiSaver sorted."
“Craig is nothing short of amazing! His extensive knowledge & down to earth personality makes his service superior to any other advisor, and his customer care is above and beyond.”
“Craig is nothing short of amazing! His extensive knowledge & down to earth personality makes his service superior to any other advisor, and his customer care is above and beyond.”
"We used WealthHealth to help us navigate buying our first home. Awesome service and support as well as sound financial counsel. Craig helped us understand what we needed to consider and then helped us achieve it. A true partner in financial well-being!"
"We used WealthHealth to help us navigate buying our first home. Awesome service and support as well as sound financial counsel. Craig helped us understand what we needed to consider and then helped us achieve it. A true partner in financial well-being!"
Our Services
High-level specialist financial advice, but given in a relaxed, easy way that makes the process enjoyable. That’s what our clients love about working with WealthHealth. Because we believe that thriving financially is for everyone.
-
Looking for a mortgage broker to help you get a home loan? We'll do the 'shopping around' for you - with access to 16 banks and mortgage lenders, we'll save you time, money and stress (and so much paperwork!)
At WealthHealth, the only agenda we’re focused on is yours. We make it our mission to get you the very best deal, that best suits your needs, all explained in a way you can understand.
Whether you're after a mortgage as a first home buyer, a seasoned investor, or you're simply looking to refinance/re-fix your existing mortgage, our mortgage brokers can help secure you the best deal possible.
-
Life is awesome, but it’s also full of unexpected and unfortunate events. If you get sick, or die, will your home and your family be protected?
When it comes to getting the right insurance, the devil is in the details. But because of the complexity of insurance products, policies and jargon, many people either don’t have any insurance or are paying for insurance that won’t cover them when they need it most.
We can find the right product for you - one that delivers the level of coverage and protection you need, at a fair price - including life, health, trauma and income protection insurance. We empower you with all the information you need, delivered in an easy-to-understand way, so you can make an informed decision.
We’re also experts in insurances for business owners, such as Key Person Insurance.
-
Want to use your KiwiSaver to help you get into your first home? We can absolutely help.
And when it comes to setting yourself up for retirement with the best KiwiSaver fund, well, we're specialists at that, too. Not all KiwiSaver providers or products are created equal. With over 27 providers and about 114 different products, getting the right advice is vital. We can advise you on which funds and structures are best for your financial situation.
-
With well over a decade of expertise as independent financial advisors, developing robust financial strategies for individuals and families, we are focused on you.
Whatever financial success looks like for you personally underpins all of our recommendations. Whether it's advice for getting the most out of your superannuation, investment fund or inheritance, we’ll work with you on developing an action plan to achieve your financial goals in a specified timeframe.
We're passionate about helping hardworking Kiwis grow their wealth and achieve their life goals!
Let’s Chat.
Ready to meet? Just fill in this form - we’ll get back to you within 24 hours!
Or if you’d rather chat now, call or text message Craig on:
Text 027 667 2537
Call 0800 672 537
We're available Monday to Friday 8am - 6pm and Saturdays 9.30 - 12.30.
The WealthHealth team are not just mortgage brokers, we’re also full financial advisors offering Insurances, KiwiSaver fund assistance and much more. We’re based in Tauranga, but help people right across New Zealand.
We’re passionate about helping hard-working Kiwis get where they wanna be financially.
Mortgage Brokers
First home buyer, refinancing or investment property, our mortgage brokers will do the ‘shopping' around’ for you, and with access to 16 mortgage lenders, we’ll save you time, money and stress. We put your needs first always, and we’re passionate about negotiating the best deal possible for you.
Financial Planning
What would true financial success look like for you? We have over 20 years’ experience as independent financial advisors, developing robust financial strategies for individuals and families. We are members of the New Zealand Institute of Financial Advisors and have their highest (globally-recognised) designation available.
KiwiSaver
Whether its using your KiwiSaver to get into a home, or helping you choose a fund that best meets your goals for your golden years, we are KiwiSaver experts. Not every KiwiSaver fund is created equal - and choosing the right one can have a huge effect on your future finances.
Insurances
Don’t have Health or Life insurance and want to protect your home and family? Or perhaps you have insurance but think you’re paying too much or you’re not adequately covered? We’ll help you find the cover you need to give you peace of mind. Including Key Person Insurance for business owners/self-employed people.
Trevor Abels