At Goldridge we understand the need to protect and grow your investments and income, to secure your and your family’s future without worry or unnecessary effort. Whether an investment is the result of careful nurturing over the years, or a sudden windfall, you deserve the best possible advice. Goldridge investment advice is personal. We take into account your current requirements and changing needs.

Goldridge advisers carry out all aspects of the financial planning process, including:

• cash management
• risk and insurance management
• investment management including regular reviews
• estate planning
• tax summaries

Goldridge has access to a range of unbiased, comprehensive financial products and solutions. The Goldridge Investment Panel draws on external expert advice together with integrated research to make its recommendations.

Goldridge has developed a wealth management process that surpasses New Zealand industry compliance requirements and has been designed to stand up to external regulatory scrutiny.

Goldridge financial advisers have been selected for their qualifications, experience, professionalism and genuine desire to act in the best interest of their clients. Our financial advisers are invited at appointment to become Goldridge shareholders.

Goldridge advisers take their community responsibilities seriously, involved in many programmes including marriage counselling, management of charity trusts, school Boards of Trustees, sports, culture, business mentoring and others.