Goldridge, helping grow your investments

Goldridge is a 100% privately owned New Zealand financial services and investment planning company. It was established in 2000 as a joint venture between experienced financial advisers and Tower. In 2003 the financial advisers, management and external directors bought out Tower’s interest, making Goldridge totally non-aligned to any fund manager or bank.

Goldridge financial advisers have many years of combined experience in financial planning and business management. Our investment management facility is based on well-researched, diverse and comprehensive strategies covering a wide range of assets. Goldridge has in excess of $300 million of funds under advice.

When selecting investments we use two internationally recognised external research tools that specialise in evaluating investments. Our own in-house research team use this information and formulate their view which is then debated by our investment panel.  We call this our Internal Integrated Investment Management Process, or I3MP for short.

The I3MP process is unique to Goldridge and the tools are critical in guiding our investment team in formulating any investment strategy.

Goldridge financial advisers are members of the professional bodies of the Institute of Financial Advisers (IFA) and Professional Advisers Association (PAA) and are committed to:

• The strongest ethical standards
• Full disclosure
• High standards of professionalism
• Ongoing education.