Bruce Cortesi  

 

Registered Financial Advisor

Director

FSP105726 (RFA)

Mobile: 027 434 0031

email:   bruce@planwise.co.nz 

(a copy of Bruce's disclosure statement is available free of charge upon request. Please email info@planwise.co.nz or click here to download a printable version - PDF) 

Bay of Plenty Office

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 In a Youth Tragedy will your child sink or swim.  Click here to read Bruce's Personal Story.

 

 

 

 

 

What I Do

I listen to peoples objectives, I learn, I research and then I provide solutions and plans to achieve those objectives through financial advice.

I am 'simply passionate' about...

Being the support when people need it most through the challenges in life – when the chips are down that’s where you will find me. I am passionate about people – most importantly, my clients. I have a passion for youth – the future of life – they need support and help to navigate this complicated journey of life.

In my spare time you will find me...

At the athletics track competing, playing squash, riding a bike trail, enjoying a fine wine, travelling with my wife, enjoying time with my family and friends.



 
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