Getting to Know: Bruce Cortesi
Who are you and what do you do?
I am the Director of Planwise Limited which has been providing financial services in the Bay of Plenty for 20 years now. In my practice, my specialty area is business risk. I am especially passionate about youth and businesses. I have been in the industry for 21 years and served 14 of those on the board of the Professional Advisers Association and I am currently the Chairman. I live in the Bay of Plenty, on Papamoa Beach, with my wife Anne. My son is finishing the last year of his building apprenticeship and my daughter lives in New Plymouth, working as a PA for an adviser there. My family would describe me as competitive, always on the go and someone that can never sit still. However, I can be found sitting down with a very good Pinot Noir, enjoying music on a good piece of vinyl – a passion of mine. I really like to try and help young people evolve and add something positive to their lives, which is why I have been involved in many sports.
How did you get into the industry?
By accident, really. I was a personal trainer/manager for a major gym in Auckland, and my wife and I visited Tauranga and loved it, so we made the decision to move. I decided to take up any role on offer, which so happened to be a Sales Officer for NZI Life at the time. Little did I know how much I would come to love this industry and the value we provide New Zealanders.
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