Helping Create Better Futures

Financial Advice & Wealth Management

For you

If you are looking to find clarity in your financial life, we are here for you.

With You

We partner with you to find your true values, goals and priorities.

About You

So you can make better decisions to enhance your return on life.

How we help

A Financial Plan for Life

We take the time to understand your current situation, your future goals and what is truly important to you. We work with you to develop a financial plan and investment strategy and implement it through the ongoing management of your wealth and regular touch points.

This allows you to make better and more efficient decisions, optimise opportunities to achieve your objectives, clarify where you stand and where you are going, and overall peace of mind.

We Help With

Growing and Protecting Wealth

We understand the importance of protecting your wealth and assets to support your retirement and future generations.

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Retirement Planning

Great retirements start with great retirement plans. We help you plan financially secure and fulfilling retirements.

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Specialist Expat Advice (US/UK)

For US/UK expats, returning Kiwis or international investors, our specialist advice can help navigate complexities and provide you with investment solutions to meet your needs.

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Testimonials

"Cambridge Partners keeps me up to date on local and international market developments, while my Adviser, Paul Choi, provides outstanding service at a personal level."

"Having known some of the principals of Cambridge Partners Ltd for many years both personally and profesionally, and knowing the excellent reputation the company has, I would have no hesitation in recommending them to any of my clients or associates."

"Cambridge Partners were recommended to me by my mother, who had been their client since 2005. It was a difficult time for me due to bereavement and relocation, but the thing I remember most about my first interview was just feeling huge relief."

"The team at Cambridge Partners have proven to me that I can trust their decision making and their researched proven methods of investment and funds management. I have found all the Cambridge Partners team to be people of integrity, professional, personable, fun and interesting."

“When we first contacted Cambridge Partners about seven years ago we wanted to understand whether we were making adequate provision for retirement. After taking time to understand our circumstances and priorities, Cambridge Partners helped us set our financial goals and track progress towards them.”

About Cambridge Partners

Cambridge Partners is New Zealand’s leading fee-only financial advisory and wealth management firm. We put our clients' interests first in everything we do, following an evidence-based investment approach.

We are based in Christchurch and service clients throughout the country. Our team of experienced advisers build and manage investment portfolios for clients and further support them through the different stages of their lives.

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Fee-Only

We get paid by our clients, rather than investment providers. We recommend the most appropriate solution for your situation, always putting you first.

Evidence-based

Our investment solutions are evidence-based, which means they are supported and validated by over 70 years of academic research and data.

Holistic

We take a holistic approach to financial planning, taking the time to understand your current situation, your future goals and what is truly important to you.

Focus on your values

Investing sustainably

Investing for financial gain and doing good do not have to be mutually exclusive concepts.

We offer a range of sustainable investment solutions, enabling you to express your social and sustainability values through your investments.

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Whatever your needs or inquiries may be, we're here to help.

Reach out to us today for a free, initial conversation. Our team is ready to assist you in any way we can. Your journey begins with a simple message or call.

Talk to us today

We will take the time to understand your situation, answer any questions and explain how we can help. We are excited to work with you. Your journey towards financial clarity starts with a simple call.

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Knowledge Hub

Explore our latest blog articles, market commentary and insights into the world of finance.

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Disclosure Statement

As a Financial Services Provider for financial advice in New Zealand, we are regulated by the Financial Markets Authority (FMA) and hold a Discretionary Investment Management Service (DIMS) market services licence.

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