Offices: Palmerston North - Bruce Parsons

Location
123 Queen Street,
Northcote Office Park
Palmerston North

Mail
PO Box 1783,
Palmerston North 4440

Phone
06 355 4592
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Bruce Parsons ALU AFP
Authorised Financial Adviser (AFA)
FSP 42761

P: 06 355 4592
F: 06 354 6720
E: Click to email...

Skype:
Linked-In connected

Professional Membership

Institute Financial Advisers (IFA)

Introducing Bruce

I am an Authorised Financial Adviser (AFA), an Associate Financial Planner (AFP) and an Associate Life Underwriter (ALU) and have been working as an adviser for nearly 26 years working with long term clients.

In 2000 I helped to form our Professional Advisory Network Goldridge limited, of which I am a founding Principal and a member of the Goldridge Investment Panel finishing my term of office in 2010.

Susan
Office Administrator

Services we provide Bulletin Board Comments about us In the Community

Services We Provide:

Wealth Management
Financial & Retirement Planning.

Cash Management
Personal Investment Planning
Retirement Planning and KiwiSaver
Family Trust Investment Planning

Regular reviews to make sure we are meeting your goals
Providing Tax statements, summary and detail*
Assist with Estate planning*
Family Trusts and Business Trusts*
* We will work with your professional or refer to specialist.

Risk Protection and Insurance Planning

Personal and Family risk protection and insurance
Business Owner risk protection and insurance
Key Person protection for your business
Buy/Sell Business Owners agreement recommendations
Deed of Trust – for ownership of insurance plans
Medical / Hospital Cover
Mortgage Protection

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Bulletin Board

Continuing professional development,

Goldridge advisers are continually advancing their professional development.  Bruce attended the IFA conference in Wellington in July 2011 and met with John Sumner from Napier (Goldridge Investment Panel).  Both are AFAs and enjoy seeking out new information or ideas that will assist our clients.

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Testimonials - what our clients say about us...

“From the moment we met this man my wife was struck by his conviviality and genuine attitude.  We both appreciate and trust Bruce’s services".

John, from Feilding

 

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Goldridge community involvement

Our office supports the local community;

One of my involvements outside work is as a Lay Minister which means I am licenced to perform certain duties in the Anglican church by the Bishop of Wellington.


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