Advice that fits where you are today
Whether you're just getting organised or planning a complex legacy, there's a Northpoint program built for you.
Foundations
Get organised & confident
A guided plan for individuals and young families ready to take control of their money.
- Complete financial plan
- Budget & cash-flow strategy
- Debt payoff roadmap
- Investment account setup
- 2 planning sessions
Growth
Build & protect wealth
Ongoing wealth management for households building serious, long-term wealth.
- Everything in Foundations
- Active investment management
- Tax planning & coordination
- Retirement income modelling
- Quarterly reviews
- Insurance & risk analysis
Legacy
Preserve & pass on
Comprehensive planning for affluent families with estate and multi-generational goals.
- Everything in Growth
- Estate & trust coordination
- Advanced tax strategy
- Charitable giving plans
- Family wealth education
- Dedicated advisor team
Getting started is simple
Free consultation
A 30-minute call to understand your goals and see if we're a fit.
Discovery & analysis
We gather your full picture and stress-test it against your goals.
Your written plan
You receive clear, prioritised recommendations you can act on.
Ongoing partnership
We implement together and meet regularly to keep you on track.
Not sure which program fits?
Book a free 30-minute consultation and we'll point you in the right direction — no pressure.
Book a Free Call