Advice First Limited - Tauranga
Level 2, 41 The Strand, PO Box 13352 Tauranga 3141, New Zealand
AdviceFirst is a successful firm of experienced Financial Advisers who help thousands of New Zealanders stay on track with quality advice through life. We’re the country’s largest financial advice business of our type, with ten offices nationwide. We help individuals, families and businesses with all types of insurance, KiwiSaver, investment plans, home loans and more. We’ve structured our business for clients to get everything they want from one experienced Financial Adviser, supported by specialists as needed. The Financial Markets Authority regulates our Financial Advisers. We have an experienced CEO and management team and are governed by a Board of Directors. Our cornerstone shareholder is AMP*, which has been operating in New Zealand for over 150 years. We are remunerated with a mix of salary and commissions. Our product recommendations are driven solely by our clients’ needs, not by how we are remunerated.
Authorised Financial Adviser
Certified Financial Planner CFP "CM". An expert in personal financial advice for clients in the wider Bay of Plenty. Helps clients achieve their financial goals by getting sound advice, investing wisely, and making informed financial decisions. Investment specialist experience includes: Goldridge investment committee member, and past Chair and committee member of investment research company Advanced Investment Solutions Ltd. Over 26 years’ industry experience with Tower Corporation and Goldridge Wealth Management Ltd as an investment adviser. Founding Director, and Deputy Chair of Goldridge Wealth Management 2000-2014, now merged with Advicefirst. Coach and supporter of rugby and basketball at Bethlehem College, previous president of Otumoetai swimming club. Peter enjoys recreational fishing, basketball, rugby and swimming. Peter is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Authorised Financial Adviser
With over 13 years' experience in the banking and financial services industry including providing financial advice for investment planning, retirement planning, asset protection and estate planning, Sarah enjoys helping clients develop sound investment plans to achieve their goals whatever they may be, getting to know clients and build strong working relationships with them to understand fully their wants and needs. She completed her Masters degree in Business Administration (MBA) from the University of Waikato in 2010. Thesis topic “How to improve financial literacy in NZ in regards to adult investment”. Sarach enjoys spending time with family and friends. She also enjoys travel, an active lifestyle at Mount Maunganui and crossfit training. Sarah is an Authorised Financial Adviser, regulated by the Financial Markets Authority.