We are SUPER excited to announce our partnership with the...
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 our 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 in the long term, and provide overall peace of mind.
We Help With
We understand the importance having a long-term plan when growing wealth as well as protecting your existing assets to support your retirement and future generations.
We help you plan financially secure and fulfilling retirements by focusing on your overarching goals. Our approach includes crafting a comprehensive investment plan to ensure your long-term financial freedom.
We help you navigate the complexity to comply with the investment landscape and tax codes of two countries simultaneously.
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For UK expats, returning Kiwis or international investors, our specialist advice can help navigate complexities and provide you with investment solutions to meet your needs.
Our Partners
Get to know us
About Cambridge Partners
Cambridge Partners is one of New Zealand’s leading fee-only financial advisory and wealth management firms. 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 provide holistic investment advice, build and manage investment portfolios for clients and further support them through the different stages of their lives.
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Investing sustainably
Investing to achieve your financial goals 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 investment decisions.
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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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Explore our latest blog articles, market commentary and insights into the world of finance.
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Disclosure Statement
We are a registered Financial Service Provider and hold Financial Advice Provider (FAP) and Discretionary Investment Management Service (DIMS) licenses.
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