Our Services

Financial Planning and Investment Advice 

We have a close professional relationship with Bernard Long of Goldridge to refer clients that need financial planning advice.  Bernard is an Authorised Financial Adviser and also holds the international Certified Financial Planner (CFP) designation.

 He provides advice on investment and wealth protection including:-

·         Personal Investing
·         Retirement Planning and Kiwi Saver
·         Investing for Income
·         Family Trust Investment Planning
·         Personal and Family risk protection and insurance
·         Business Owner risk protection
·         Key Person protection for businesses
.         Medical / Hospital Cover 

Bernard writes a regular column "Money Matters" fir the Levin Chronicle on financial planning subjects.

You can learn more about Bernard and Goldridge at:- 
http://www.goldridge.co.nz/offices-palmerston-north-b.l#testimonials

Just call if you would like to arrange a time to talk with Bernard.

 A disclosure statement relating to Bernard is available on request and free of charge.

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