A few things about us
Our focus is finding the right mix of insurance, debt reduction and investment options for both individuals and businesses.
The fundamental purpose at Brackenridge is to manage our client’s financial affairs – both the risks & the wealth – in a way that adds value and meets their objectives.
Our business is in the heart of Herne Bay and is New Zealand owned and operated. We work with a number of carefully selected suppliers to provide a full range of focused, competitive solutions for our clients.
We offer a 100% satisfaction guarantee.
We suggest discussing your plans with your own accountant regarding your tax position and financial structures, these discussions can dovetail with the plans you make with Brackenridge.
We are a member of the Institute of Financial Advisors
Confidentiality is the cornerstone to trust. We promise to never discuss or disclose any information about you to a third party.
Our full disclosure documents are available upon request.
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Brackenridge Total Financial Solutions Ltd is a member of PLANET Financial Services Ltd.
PLANET is a network of individually owned and operated financial services practices throughout
New Zealand. Each practice specialises in providing professional risk management solutions in insurance, homeloans, savings and investments.
PLANET assists each practice to develop procedures and systems so that the advisers can deliver the most appropriate solutions for their clients.
PLANET then ensures its clients are protected through its commitment to “best business practice”, which requires all member practices and individual advisers to operate under the strict Code of Ethics and Standards issued by PLANET.
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