Quality Advice

Kelly Watt and Associates has a highly experienced management team, most of whom have operated in the financial services industry for many years.

We stand behind the advice of our advisers

This is because of the confidence we have in them to deliver high standards through our systems and processes. These are the key components of our best practice systems.

Wealthpoint Approved Product list

Kelly Watt and Associates advisers have access to a wide range of approved insurers, fund managers and lenders. Our approved product partners are only selected from New Zealand’s leading financial services companies.
Independent advice

Wealthpoint protects the independence of our advisers by ensuring supplier arrangements exclude any sales targets, quotas or sales incentives. You can rely on your adviser for independent advice that delivers you the best possible outcome.
Professional Standards Manual

Kelly Watt and Associates advisers operate under the guidance of a Professional Standards Manual. This outlines the key steps of our best practice Advice Process, general conduct standards and regulatory obligations.
Wealthpoint Practicing Certificate

Kelly Watt and Associates advisers must keep a current Practicing Certificate which demonstrates completion of industry qualifications, technical product training and other ongoing professional development requirements.
Advice Quality Assurance

Kelly Watt and Associates advisers are assessed on a regular basis by our specialist internal compliance team. This ensures our high standards are maintained and that client solutions fully account for your unique needs and financial situation.
Professional Development and Training

Wealthpoint is committed to continuous improvement and have a specialist Professional Development team that deliver regular training programmes to our members so you can be sure their knowledge is up to date.
Client response

We are a member of the Insurance and Financial Services Ombudsman scheme which provides a pathway for clients in the event you are dissatisfied with the service or advice received from a Kelly Watt and Associates adviser.