Bill is a specialist in investment planning, financial advice and wealth creation, working with individual clients, family trusts, trustees and other professionals.
25 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.