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Helping Clients Prosper,
Now And Into The Future

Wealth Management  |  Independent Investing  |  Holistic Financial Planning  

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Cambridge Partners is one of New Zealand’s largest independent investment advisory and wealth management practices – with offices in both the North and South Islands. Our team of experienced advisers build and manage customised investment portfolios for clients, and further support them through expert financial planning and other specialist services. 

We are both a goals-based and values-based organisation. Our advisers seek to understand what is truly important to each of our clients, and provide the highly personalised financial advice and best-fit investment strategies that will ensure success for them and their families.

Our aim is always to develop trusted, long-term partnerships. We support and empower clients through new aspirations, changing circumstances, and all of life’s transitions. 

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Personalised Investing

We tailor each client's portfolio to their individual situation; ensuring they always feel comfortable and in control.
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Retirement Planning

Great retirements start with great retirement plans. We help clients create the lifestyle and legacy they desire.
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Women Investors

Our 'Stepping Forward' team empower women to take control of their finances and discover real peace of mind.
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US Citizens & Expats

We specialise in helping expat clients overcome the costly complexities of dual tax residency & pension transfers.
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Richard has many years of experience and service to the accounting profession. He has an interest in assisting clients with UK Pension transfers, Trusts, and not-for-profit organisations.
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Richard Austin

Financial Adviser &
Managing Partner
FCA, BBS, AFA, MInstD, AETI
As the leader of Cambridge Partners’ Institutional Advice division, Jacob works with organisations to design, implement, and manage risk-appropriate investment portfolios.
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Jacob Wolt

Financial Adviser &
Managing Partner
CFPcm, AFA, AIF, BSc
Brigette is based in Auckland and advises both private clients and institutional investors, specialising in working with iwi and Māori entities. She is also a leader of our 'Women Stepping Forward' initiative.
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Brigette Arnold

Financial Adviser
DipGrad Economics, AFA, BA (Hons)
James has specialist expertise in dealing with international migrants and those wanting to invest in New Zealand. He is a member of the Institute of Chartered Accountants and an Authorised Financial Adviser.
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James Howard

Financial Adviser
CA, AFA, BCom
Ashley has worked with a wide range of domestic and international clients to help them navigate and understand their New Zealand tax obligations. She has worked extensively in taxation, including ten years with KPMG.
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Ashley Salt

Associate Adviser
CA, BCom
Steve has an interest, and expertise, in negotiating the complex issues faced by those with US citizenship living in New Zealand and other NZ Investor Visa migrants.
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Steve Mander

Financial Adviser
MBA, TEP, AFA, CMInstD, BCom
Todd has worked in the financial services industry for over 27 years. He has a interest in retirement and succession planning, as well as working with clients with Australian superannuation funds.
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Todd Sutton

Financial Adviser
CA, DFP (FS), AFA, BCom
Pip's 10+ years at Cambridge Partners have included asset protection, financial adviser, and leadership roles. She is passionate about putting clients first; helping them clarify their goals and optimise their financial position.
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Pip Kean

Financial Adviser
AFA
In addition to a keen interest in investments, Andrew is passionate about the holistic side of planning and developing strategies that guide clients towards achieving their life and financial goals.
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Andrew Nuttall

Financial Adviser
CFPcm, AFA, AIF, BSc
Paul began his working life at the Bank of New Zealand before progressing into the Private Bank/Investment division. He has a BCom from UC, and an Associateship Diploma from Trinity College, London.
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Paul Choi

Financial Adviser
BCom, AFA
Scott works with both private and institutional clients including not-for-profit organisations, and Trusts. He is a Chartered Financial Analyst, which is a rare and prestigious professional Funds Management designation.
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Scott Rainey

Financial Adviser
CFA, CFPcm, AFA, BCom
Todd has worked in the financial services industry for over 27 years. He has a interest in retirement and succession planning, as well as working with clients with Australian superannuation funds.
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Todd Sutton

Financial Adviser
CA, DFP (FS), AFA, BCom
Ashley has worked with a wide range of domestic and international clients to help them navigate and understand their New Zealand tax obligations. She has worked extensively in taxation, including ten years with KPMG.
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Ashley Salt

Associate Adviser
CA, BCom
Steve has an interest, and expertise, in negotiating the complex issues faced by those with US citizenship living in New Zealand and other NZ Investor Visa migrants.
Find Out More

Steve Mander

Financial Adviser
MBA, TEP, AFA, CMInstD, BCom
Meet The Whole Team

Knowledge Hub

Client Briefing – Economic Update 2020

Scott Rainey summarises this extraordinary year, and how the markets have responded to it
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Market Update: Third Quarter 2020

Can markets keep going the way they are? Scott Rainey looks to market performance over the last quarter to try and find the answer.
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Should You Transfer Your UK Pension to NZ?

Making the best decision on if and when to transfer your UK pension is anything but straightforward. We’ve distilled the process into six steps.
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Which Companies Are Going To Outperform The Market?

In recent weeks we expect that almost everyone reading this has had, at least, a scintilla of doubt. A niggling wondering of whether everything is going to be okay in the long run.
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Three Years Growth

Market Update: Second Quarter 2020

Scott Rainey delves into the market performance over the last quarter – and explain why it diverges from economic data.
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Security

Tips To Help You Manage Growing Cyber Security Issues

James Howard looks at the best-practices around cyber security in our current global environment.
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More Articles

How much do you really understand about retirement?

Cambridge Partners have joined forces with internationally renowned retirement lifestyle expert, Barry LaValley, to produce this definitive book – a must-read for anyone retired, or within 10 years of retiring.

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Discover what Cambridge Partners can do for you

We offer a no obligation review of your situation.

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0800 864 164

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Cambridge Partners offers a premium wealth management and investment advisory service. We typically work with clients who have a minimum of $500,000 in investable funds and/or need assistance navigating through financial complexity. If you are looking for help managing debt or budget planning, we have a range of helpful links to explore.

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