Richard Holden

Facilitator

Richard has over 40 years of experience as a financial adviser and holds the Certified Financial Planner and Chartered Life Underwriter designations. Retirement and investment planning sessions are his specialist areas.

Richard has been an adviser since 1979 and is the founder of a financial services company. He specialises in holistic financial planning with retail clients.

Richard has served on various boards in financial services as well as Crown entities, and engages in community service on various sports bodies including the CRFU general committee. He is a facilitator and assessor through the Strategi Institute and ETITO (Skills NZ).

He has been married to his wife Eileen for 45 years with three children and five grandchildren. Currently enjoying retirement.

Contact details

Phone: 027 695 9604
Email: richard.holden@milestone.co.nz