Latest Articles

Latest Articles

The $200k KiwiSaver Mistake

Have you recently used your KiwiSaver to purchase your first home? Perhaps you prudently moved your KiwiSaver to a balanced or conservative fund before withdrawal to minimise market volatility. But what happens after settlement day? For many Kiwis, KiwiSaver becomes a forgotten investment, potentially costing them hundreds of thousands of dollars in retirement savings.

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Smiling woman making notes while calculating home finances
Latest Articles

Early Preparation Key to Successful Business Exit

For most business owners, their company represents the cornerstone of their financial future. Yet many postpone exit planning until it’s nearly time to sell. As a wealth adviser who’s guided numerous business owners through this process, I’ve seen firsthand how early preparation can dramatically impact both the sale price and the smoothness of the transition.

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Latest Articles

Financial Challenges When Moving to New Zealand

When clients tell me they plan to move to New Zealand, our conversation quickly moves beyond visa requirements to the complex financial implications of international relocation. At Cambridge Partners, we’ve seen firsthand how financial challenges can significantly impact how successfully people transition from living overseas to settling in Aotearoa.

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Latest Articles

Financial Planning for New Zealand Immigration Success

Moving to a new country is a significant life change that requires careful planning, particularly regarding your finances. At Cambridge Partners, we’ve helped numerous clients successfully navigate the financial aspects of immigrating to New Zealand, especially those applying for parent retirement visas and temporary retirement visas. Our comprehensive approach ensures that your transition to New Zealand isn’t just successful from an immigration perspective but also provides you with financial peace of mind.

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Gender Wealth Gap
Latest Articles

The Gender Wealth Gap – International Women’s Day

International Women’s Day is an occasion to celebrate the various achievements of women and stands as a call to action for advancing women’s equality. While discussions surrounding the gender wage gap are commonplace, the gender wealth gap is a significant but often overlooked issue.

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Choosing when to retire early
Latest Articles

When should you retire?

By Michael Youngman, Financial Adviser, Cambridge Partners Determining the right time to retire is difficult as there is no one-size-fits-all

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globe of earth representing sustainability
Latest Articles

The Sustainability Opportunity

By Isabelle Williams Senior Investment Strategist and Vice President   |   Marilyn Giselle Hazlett Analyst, Dimensional Fund Advisors Sustainability goes beyond reducing, reusing, and recycling.

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bear roaring at financial graphs on laptop
Latest Articles

The mark of the Bear

In this article, Cambridge Partners’ Financial Adviser, Scott Rainey explains what a Bear Market means, how long Bear Markets may

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boat out at sea behind hammock
Latest Articles

Life is for Living

All the technical talk about investment and superannuation and asset allocation overlooks a few key principles for everyone – life

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