Who We Are

Cambridge Partners was established to help you make better financial decisions.

Your Peace-of-mind

About Cambridge Partners

We are both a goals-based and values-based organisation. This means that our team of financial advisers seek to understand what is truly important to you and provide personalised financial advice and evidence-based investment strategies that will ensure success for you in the future.

We aim to develop trusted, long-term partnerships. Through our holistic approach to financial planning, we take the time to understand your current situation, future goals and what is truly important to you. 

todd and scott advisers at cambridge partners

Get to know us

Our Team

Our team is here for you, providing the depth of skill and experience to help you on your investment journey throughout your life. We pride ourselves on our personal touch and establishing long-lasting relationships with you and your family.

Meet The Team

Firm History

Cambridge Partners was founded in 2017 following the merger of Bradley Nuttall Ltd and iQ2 Private Wealth Ltd. The four founding Directors of Cambridge Partners are Andrew Nuttall, Steve Mander, Jacob Wolt and Richard Austin.

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Our Commitments

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Quality Standards of Excellence

CEFEX

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.

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Internationally Affiliated

GAIA

Cambridge Partners was a founding member firm of the Global Association of Independent Advisors (GAIA) based in Switzerland. Within the group, over 20 financial advisory firms are committed to putting clients’ interests first.

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FOCUSED ON SUSTAINABILITY

TOITŪ

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

Safe Custody of your Assets

Secure Custodians

Our custodians hold the investments of your funds independently of Cambridge Partners. These custodians are:

- FNZ

- NZXWT

- IBKR (Interactive Brokers)

Financial Markets Authority

FMA

The Financial Markets Authority (FMA) is the government agency responsible for regulating financial markets in New Zealand. It has a statutory duty “to promote and facilitate the development of fair, efficient, and transparent financial markets." The FMA issues our Financial Advice Provider and Discretionary Investment Management Service licences. 

What we stand for

Our Values

People First: We prioritise our clients’ needs and create better futures for them.

Have Fun: We encourage joy at work and celebrate successes.

Respect: Everyone is treated with dignity and inclusivity.

All In: We go out of our comfort zone and strive for excellence.

Own Your Performance: We are accountable and committed to continuous improvement.

Would you like to know more?

Would you like to know more?

Talk to us to find out how we can help.

Talk to us to find out how we can help.

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