BeaconPoint Private Wealth Ltd

BeaconPoint Private Wealth Ltd BeaconPoint provides independent financial solutions for hardworking New Zealanders who want clarity and confidence in their financial future.

Based in Northland but supporting clients nationwide.

21/05/2026

Markets continue to remind investors why discipline matters.

As at 30 April 2026, our Ignite IPS portfolio range has continued to deliver strong long-term outcomes across multiple risk profiles, including:

• Balanced Portfolio: 10.66% p.a. over 3 years
• Growth Portfolio: 12.26% p.a. over 3 years
• High Growth Portfolio: 14.06% p.a. over 3 years

At BeaconPoint Private Wealth, our focus remains on:
- aligning portfolios to investor goals
- maintaining disciplined diversification
- managing risk appropriately
- helping clients stay invested through market cycles

Long-term investing is rarely about reacting to headlines. It is about remaining committed to a well-structured strategy.

Disclaimer: Past performance is not an accurate indicator of future performance. Returns are pre-tax but after investment management costs. Fund manager fee rebates, custody fees and Ignite Administration fees have not been deducted or added to these returns. These in combination approximate a net 0.2% per annum cost to clients dependent on client account size.

Adviser monitoring fees have not been deducted from these returns.
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Our offices in Kerikeri - Have you seen our new BeaconPoint signage?
04/05/2026

Our offices in Kerikeri - Have you seen our new BeaconPoint signage?

21/04/2026

You will find more resources of a similar nature on our website. The following article explores how investors can stay grounded during periods of geopolitical conflict, separating emotion from decision-making and maintaining a disciplined, long-term approach to markets. https://l...

A topical article....
17/04/2026

A topical article....

A reminder to investors: There are many factors driving stock prices, and even if you accurately predict oil prices, you might not get an edge over the market.

I forgot to post about my attendance to the FANZ conference. Very insightful. There is so much yet to learn. :)
13/04/2026

I forgot to post about my attendance to the FANZ conference. Very insightful. There is so much yet to learn. :)

The Financial Advice New Zealand conference kicked off on Wednesday with some fanfare and a quick fire introduction to some luminaries.

13/04/2026

Your essential guide to what's happening in the markets this week - by Investment Specialist Greg Smith

07/04/2026



Your essential guide to what's happening in the markets this week - by Investment Specialist Greg Smith

Meet the (fund) Managers.
12/03/2026

Meet the (fund) Managers.

Had an informative day at Heathcote's Meet the Managers. This was an opportunity to hear what the various fund managers had to say about the economy and explain how their funds can benefit our clients' portfolios.

13/02/2026

After two and a bit months of planning and development, I’m pleased to share that the BeaconPoint website is now live.

The site outlines our approach to portfolio construction, managed fund solutions, financial planning, and KiwiSaver advice.

Thank you to those who helped make this happen.

I welcome you to take a look and share your thoughts.

01/12/2025

Still under a restraint covenant with Forsyth Barr until 18 December.

Address

94 Kerikeri Road
Kerikeri
0230

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+6499865182

Website

https://fsp-app.companiesoffice.govt.nz/orp-fsp-register/viewInstance/view.html?id=

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