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Helping Clients Prosper

And Gain Peace of Mind

Independent Financial Advice & Wealth Management

Cambridge Partners is one of New Zealand’s largest independent investment advisory and wealth management practices. We have offices in Christchurch and Auckland – servicing clients throughout the country. 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.

Read our full disclosure statement here.

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, 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, 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, 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, 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

Financial Adviser

CA, 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), 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

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, 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

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, 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), BCom

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Ashley Salt

Financial Adviser

CA, BCom

Jim has a broad range of experience in advising private clients and consulting for large institutional pension funds. He is a qualified Actuary, Chartered Financial Analyst, as well as being a Chartered Financial Planner and a Fellow of the UK’s Personal Finance Society.

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James Smith

Financial Adviser

FIA, CERA, CFA, FRM, FPFS, AIFA, BSc

Knowledge Hub

Online Trading?
Beware of Overconfidence

We often get asked questions like, “My son is investing on Sharesies. What do you think of them…?” This article delves into the emerging research (rather than opinion) on online trading platforms.

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Key Market Movements – Q2 2021

In this article we review the most relevant movements in the quarter. A full breakdown of asset class returns is provided.

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Investment Commentary – Q2 2021

Here we take a higher-level view of the key influences on investments in the quarter. As you would expect, the impacts of Covid are still very much front of mind.

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Are You Ready For Retirement?

If you ask yourself this question, without thinking about your finances, what is your answer?

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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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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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Do You Have Questions?

Book a free 15 minute call with one of our Associate Advisers. They’ll be able to answer your questions and help guide you in the right direction.

We’re here to help.

Helping Clients Prosper

And Gain Peace of Mind

Personalised Investing

Retirement Planning

Women Investors