On 19 June 2023 the ASB released their Term Deposit Report (ASB, 2023) highlighting that term deposit rates for June 2023 are above the average experienced in the past 20 years. ASB Economists expect term deposit rates to settle around the current levels later this year and believe these levels may have peaked (ASB, 2023). While […]
The challenge of Term Deposits and high inflation Read More »
A major new shareholder for Cambridge Partners will strengthen the company for the long term and encourage greater innovation in its services, according to Board Chair, Paul Munro. The independent financial advice and wealth management firm has accepted an offer from financial solutions company, Consilium to purchase a 35 per cent stake in the company
Cambridge Partners Welcomes New Shareholder, Consilium Read More »
We are thrilled to announce that we have recently moved into a brand-new office space and revamped our website. As the saying goes, change is as good as a holiday, and we couldn’t agree more. We instantly felt a sense of renewal and excitement when we stepped into our new office. The new space is
New Office, New Website Read More »
The risk with insurance policies is that people see it as a ‘set and forget’ arrangement and can cause headaches and issues down the track, says Financial Adviser Margot Lensen (nee Robinson), a Financial Adviser at Cambridge Partners. Before joining the team, Margot spent four years as an Insurance Adviser at Crombie Lockwood. Margot is
6 simple and beneficial insurance tips Read More »
Paul Choi is a Financial Adviser with Cambridge Partners. Before joining our team, he worked as a banking adviser for over seven years at BNZ. Paul is no longer a banking adviser but has provided insight into how the OCR affects the housing market. The significance of the OCR in the housing market As someone
Surviving OCR rate hikes: the Property edit Read More »
It’s the time of year when KiwiSaver providers are delivering their Annual Member Statements. This is a great time to do a KiwiSaver health check to ensure you’re on track to achieving your goals. In this article, we’ll provide tips for conducting your own KiwiSaver health check. 1. Are you on the correct tax rate?
KiwiSaver: 4 effortless ways to stay on track Read More »
Investing for financial gain and doing good do not have to be mutually exclusive concepts. We offer investors a range of portfolios to allow them to express their social and sustainable preferences with their investments. How can you incorporate your values into your investments? Individuals generally have three major ways of expressing their social and
Investing for your values: Socially Responsible Investing Read More »
Cambridge Partners constructs investment portfolios for your financial situation, preferences and objectives. We offer a range of model portfolios and socially responsible investment portfolios that suit different levels of risk and return objectives. Our model portfolios Each of our model portfolios suit different risk and return objectives with an overall target allocation to growth assets
A proven solution: Our Investment Portfolios Read More »
A professionally developed plan is the best way to ensure your financial, lifestyle, and personal goals are achieved – now, and into the future. How we structure your plan Our highly experienced advisers look to understand your values and goals, identify your specific needs (present and future), and work with you on the ideal investment
A proven formula: Your personalised Financial Plan Read More »
David Booth, Executive Chairman and Founder of Dimensional Fund Advisors, discusses how to easily pick the right Financial Adviser for you. With more than 10,000 Financial Advisers in New Zealand, how do you pick one? Who should you cross off your list? First, eliminate the stock pickers. Those are the people making predictions about which
How to easily pick a Financial Adviser Read More »
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