Advice First Limited - Nelson
Unit 4A, First Floor, 126 Trafalgar Street, PO Box 1207, Nelson 7040 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
Bill is a specialist in investment planning, financial advice and wealth creation, working with individual clients, family trusts, trustees and other professionals. Over 20 years’ experience in financial services with corporates Tower, Goldridge Wealth Management now AdviceFirst. Certified Financial Planner (CFP). Member of the Institute of Financial Advisers, and Institute of Directors (IOD). Trustee with Rata Foundation (ex-TCCT), which manages over $500 million and distributes income as donations for the top of the South Island communities. Holding positions as chair of the Investment Committee plus a member of the Audit, Risk and IT Committee for the Rata Foundation. Bill is married with three children, enjoys helping community groups, jogging - to help keep up with five grandchildren, and has a keen interest in New Zealand and Nelson Giants basketball teams, previously as coach. Bill is an Authorised Financial Adviser regulated by the Financial Markets Authority.