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Indianapolis-based WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations and non-profit organizations. As a fee-only Registered Investment Advisor Firm, we are bound by our fiduciary responsibilities to our clients and provide unbiased, personalized counsel. Our wealth management consulting process allows us to become better acquainted with our clients, their current financial status and their future goals. Unlike many financial planners who may gather your information and encourage you to “sign up” for services, we strategically move through the process to ensure we provide the best possible investment advice. We are approved to be one of the exclusive Registered Investment Advisors who is allowed to invest our clients in DFA Funds (Dimensional Fund Advisors). See www.dfaus.com.

Our organisation has worked with Financial Advisers since 1921, so we’ve been around for almost 100 years. We are 100% New Zealand owned. In 2019, we launched our new national network; Wealthpoint. Weathpoint is now a network of more than 50 financial advisory businesses, with offices from Kaitaia to Invercargill. Our members each own their businesses, meaning they can give independent, impartial and quality financial advice, while benefitting from the scale, resources and support of being part of a larger group. Our Advisers are regulated by the Financial Markets Authority. Life isn’t simple, goals change, and events both good and bad happen along the way. As a result, every New Zealander travels a different path towards their own financial success. And while the advice may differ for each client - the destination point and their ultimate goals are often the same - financial security through wealth creation and wealth protection. That’s where a skilled and trusted financial adviser comes in. Our Advisers can help you with Lending, Insurance, Wealth Management, and KiwiSaver. Use our Find an Adviser page to contact one of our more than 50 Wealthpoint advisory businesses.

Wealthsmart.co.uk

The WealthSouth team is committed to what we believe is most important – our clients, our local community and your success and well-being. We strive to deliver financial service at its essence: having strong relationships and understanding our customers, being accessible and responsive, and utilizing our experience and knowledge to deliver customized, effective solutions. Our tradition is rich. WealthSouth traces its roots back to February 10, 1879. That is when Farmers National Bank of Danville, Ky., the 11th oldest established bank in the Commonwealth, began serving its customers. The bank began its Trust Division in 1909. WealthSouth, a division of Farmers National Bank, provides families and businesses with financial planning, trust, investment, commercial banking and retirement plan services to meet the needs of our clients.   Our strong roots and a need for personalized, local service in the financial services industry has allowed WealthSouth to expand to the Lexington and Bowling Green markets in recent years. Personal Service Experienced Team Approach Accessible Locally-Committed

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Wealthype is a wealthtech company that develops tailored products for financial advisors, aimed at optimizing commercial negotiations with clients. Plan.ai is an advanced analytics software that supports advisors in commercial planning with clients. Talk.ai is a content-as-a-service platform that facilitates active dialogue and the client acquisition process.

Weam and Company Limited, established in 1985, is an ISO 9001:2015 and COREN certified multidisciplinary engineering services company, providing a diverse range of client-focused and cost-effective engineering solutions in the oil, gas and manufacturing industry.