Introducing John

John is a Certified Financial Planner (CFP) plus an Authorised Financial Adviser (AFA) and has been working in the financial services industry for nearly 20 years.
In 2000 John helped to form our Professional Advisory Network Goldridge Limited, of which he is a founding principal and shareholder. Also, for a 5 year period, he was Chairman of the Investment Panel. John likes to keep fit by jogging and enjoys trout fishing in the central north island.

Introducing Ian

Ian is a Certified Financial Planner (CFP) plus Authorised Financial Adviser (AFA), and has been working in the financial services industry for  22 years.
Ian is part of the Goldridge Professional Advisory Network and a Goldridge Shareholder.

Ian Campbell CFP

Professional Membership

Institute Financial Advisers (IFA)

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

Bulletin Board

Testimonials - what our clients say about us...

Goldridge community involvement