Your framework for success
Financial Planning
We take the time to understand your current situation, your future goals and what is truly important to you. Our Financial Advisers work with you to develop a financial plan and investment strategy and implement it through the ongoing management of your wealth.
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.
Strategic advice for your future
Wealth Management
Our commitment to your financial well-being doesn’t end with the creation of your financial plan. Through ongoing wealth management, we continuously monitor and adjust your investment strategy to align with your evolving goals and market conditions.
Our Advisers provide regular reviews and updates, ensuring your financial plan remains on track. This proactive approach helps you navigate life’s changes with confidence, maximises your financial opportunities, and maintains your peace of mind.
Business Owners
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Busy Professionals & Executives
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Current & Future Retirees
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KiwiSaver Investors
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Investment Applicants & UK Pension Transfers
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US Expats
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Women in Wealth
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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.
FIND OUT MOREA Trusted Partner
Let's have a chat
Reach out to us today for a free, initial conversation. We will take the time to understand your situation, answer any questions you may have and explain how we can help.
Take the first step towards gaining clarity with just a simple message or call. We look forward to hearing from you!
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Focus on your values
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.
LEARN MOREDisclosure Statement
We are a registered Financial Service Provider and hold Financial Advice Provider (FAP) and Discretionary Investment Management Service (DIMS) licenses.
View Disclosure StatementOur Partners
