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Adviser-owned firm offered for sale
Monday 23rd of December 2013
Goldridge has 16 advisers and is estimated to have around $240 million in funds under management. It is predominately a wealth management business but has some life insurance too.
All but one of the 16 advisers are based in the North Island (Hamilton, Te Awamutu, Tauranga, Matamata, Napier, Palmerston North and Wellington). The sole South Island adviser, and company chairman, is Bill Dah...
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