As we farewell Jacob Wolt, we look back on his time as a Financial Adviser and co-Founder of Cambridge Partners. Starting his career and family in his early 20s, Jacob was always interested in following his passion and entrepreneurial spirit. Inspired by his father, colleagues, and business partners, Jacob reflects on his varied experiences, from […]
Farewell to Jacob Wolt Read More »
David Booth, Executive Chairman and Founder of Dimensional Fund Advisors, discusses choosing the right Financial Adviser. With more than 10,000 Financial Advisers in New Zealand, how do you pick one? First, eliminate the stock pickers. Those are the people making predictions about which stocks will be winners and losers. Cross off the market timers, too.
Picking a Financial Adviser Read More »
3 March 2022 As we recognise International Women’s Day on March 8, we celebrate all our wāhine at Cambridge Partners, but we’d like to shine a particular light on our female Financial Advisers. Three Advisers in our team are women who bring a depth of experience, knowledge, and empathy that provides an additional perspective to
Our Commitment to Raise Financial Wellbeing Read More »
Many people struggle to actually ‘see’ what they will need to secure the sort of retirement they hope to enjoy. In this short video, Cambridge Partner Andrew Nutttall diagrams the six key variables that you need to consider if you want to enjoy a secure retirement.
Cashflow Modelling Explained Read More »
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