Helping Build Better Futures

Independent Financial Advice & Wealth Management

PARTNERS

Helping you navigate various transitions in life.  

evidence-based

Investment solutions based on evidence-based research. 

Independent

We are not tied to investment providers, placing your needs first. 

We take time to understand you

a financial plan for life

We can help you find a Financial Adviser who will spend time getting to know you. They will look to understand your values, goals and specific needs to create your personalised Financial Plan that will guide your financial decisions into the future. 

Financial Advice Planning 2
Financial Advice Planning 1

Helping you navigate

AN INDEPENDENT FINANCIAL ADVISER

Whether you’re about to retire, received a windfall, sold a business or planning the next stage of your life, we can help. Our experienced independent Financial Advisers help high-net-worth individuals and their families build a better future now and for the next generation. 

Choosing a Financial Adviser

we have the right one for you

The relationship with your adviser should be for the long term. Our advisers put your interests first and have a depth of skill, experience and knowledge to help you achieve your financial goals.  

It’s important to feel comfortable when talking about money, we guarantee you will find an Adviser that suits your needs, personality and style.  

How we can help

Our financial management process

With so many things to consider when starting your investment journey, our Financial Advisers remove any complexity so you can focus on what matters. If you are retirement planning, seeking specialist advice, an investment plan or specific financial advice in New Zealand, our financial management process is designed to set your entire financial house in order and to keep it that way for the rest of your life. We are regulated by the Financial Markets Authority.

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Investment solutions personalised for you

Our holistic approach considers your entire financial situation, assessing your assets and investments. We have a range of financial services and investment solutions that can provide a personalised and robust financial plan to achieve your goals.

A Financial Adviser planning a young couple's finance
A document of financial planning

Our investment portfolios

helping achieve your goals

We construct investment portfolios for your financial situation, preferences and objectives. We offer a range of model portfolios and socially responsible investment portfolios suited for different levels of risk and return. 

Investing sustainably

With Cambridge Partners

Investing for financial gain and doing good does not have to be mutually exclusive concepts. We offer investors a range of sustainable investment solutions, enabling you to express your social and sustainability values through your investments. 

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Sustainability Growth Carbonzero forestry

Testimonials

Our Services

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

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

For overseas and international investors, our specialist advice can help navigate complexities and provide you with investment solutions to meet your needs. 

Our commitment to excellence

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FOCUSED ON SUSTAINABILITY

Toitū net carbonzero certification recognises our commitment to positively contribute to the sustainability of our future by measuring, reducing and offsetting our carbon footprint.

Quality Standards of Excellence

We maintain the highest standards of quality and excellence in our advice process and are certified by the Centre for Fiduciary Excellence (CEFEX). To maintain our certification, we have annual audits that foster a culture of continuous improvement within the firm and increased transparency and accountability.

Internationally Affiliated

Cambridge Partners is a founding member firm of the Global Association of Independent Advisors (GAIA) based in Switzerland. Within the group, 21 independent financial advisory firms are committed to putting clients’ interests first.

Ready to start?

your journey starts here

To find out more about how we can help you achieve your financial goals, download our Information Pack. 

You can also read our full disclosure statement here.

Our latest news & views

Would you like to know more?

Talk to us now to find out how we can help you achieve your goals.

Would you like to know more?

Talk to us now to find out how we can help you achieve your goals.

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