Look forward to the future with a blueprint for building your nest egg.

We’re skilled and passionate financial advisors with over a decade of experience in developing robust financial strategies for individuals and families. We create effective strategies to achieve your financial goals - whatever financial success looks like for you - plus give ongoing advice and support to keep you on track

Whether it's recommendations for investment funds or property investing for wealth creation, getting the most out of your superannuation, saving money on your mortgage, or setting yourself up beautifully for your retirement, our team will work with you to define the goals that inspire you, and develop an action plan to achieve those goals in a specified timeframe.

It is never too early (or too late!) to better your life or build your nest egg.

Financial Planning Services

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:

Text 027 667 2537

Call 0800 672 537


We're available Monday to Friday 8am - 6pm and Saturdays 9.30 - 12.30.

We’re based in Tauranga, Bay of Plenty
but have clients right across New Zealand.

The WealthHealth team are not only 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.