Offices: Tauranga - 11th Avenue

Location
120 11th Avenue,
Tauranga

Mail
PO Box 13-249,
Tauranga

Phone
07 571 8899
Map - click to enlarge
[+] Click to enlarge


Josh Hoskin CFPCM BA
Authorised Financial Adviser (AFA)
FSP 66541

P: 07 571 8899
F: 07 571 8899
E: Click to email...

Introducing Josh

Josh has been in Financial services for ten years in senior roles, most recently Josh was part of the management for Goldridge for a number of years.

Josh is an Authorised Financial Adviser (AFA) who also holds a Diploma in Business Studies (Endorsed in Financial Planning) and in 2010 attained the internationally recognised qualification of Certified Financial Planner CFPCM

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

Back to Top

Bulletin Board

Back to Top

Testimonials - what our clients say about us...

Back to Top

Goldridge community involvement

Our office supports the local community;

Back to Top