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It can be difficult to feel comfortable talking about money, especially with a stranger. That’s why it is so important that you are comfortable with the Financial Adviser that you choose because the relationship is enduring for years.
Our experienced Financial Advisers help high-net-worth individuals and their families build a better future now and for the next generation.
We guarantee that we have a Financial Adviser that suits your needs and personality.
find out how we can help
If you are a high-net-worth individual or professional and are interested to learn more about how Cambridge Partners can help you, talk to us by booking a free 15-minute call.
We can answer your questions, let you know if we would be the right fit for you and help you feel at ease.
During this call our team can match you with a Financial Adviser for a Discovery meeting or call.
Johnny is a Financial Adviser that specialises in helping new migrants to New Zealand and returning Kiwi in moving their wealth to New Zealand.
Margot is a Financial Adviser with a passion for helping people achieve their financial goals. She also specialises in the agricultural sector.
Our Discovery meetings
Our Discovery meetings or calls are the next step towards beginning your investment journey.
This is where we deep-dive to discover your financial situation, what you value, and your goals and objectives. You will discuss what you own and owe with your adviser and outline all of the things you would like to achieve in the short and long term.
This meeting can take between 60 to 90 minutes and can be done in-person or virtually. Your Financial Adviser will be able to explain the next steps towards your investment journey and how Cambridge Partners can help you. There is no charge for this meeting.
