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Investing for Retirement

Great retirements start with great retirement plans. We help our clients plan financially secure and fulfilling retirements for them and their families.

It Pays To Have A Professional Plan

The evidence is very clear – people who build their retirement plans with a professional adviser are significantly better off than those that do not.

A recent study by the New Zealand Financial Services Council found that, on average, people who receive financial advice:

  • Have 50% more in their Kiwisaver
  • Receive 4% better investment returns
  • Save 3.7% more of their earnings
  • Travel six times more frequently
  • Report twice the level of ‘financial wellbeing’
  • Report higher levels of general wellbeing
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investment advisory

Building Wealth Series

Real people. Real results.

Our series of real-world case studies will help give you a full understanding of your investment options, and how different strategies are suited to different situations, goals and timelines.

You will also gain valuable insight on how our advisers work with their clients to achieve the outcomes they are looking for.   

Start with a conversation?

Talk to us about your situation and find out more about your options with a no-obligation meeting. If nothing else, you’ll leave with a better idea of what you want to do, and how you might get there. 

How much do you really understand about retirement?

Cambridge Partners have joined forces with internationally renowned retirement lifestyle expert, Barry LaValley, to produce this definitive book – a must-read for anyone retired, or within 10 years of retiring.

Contact us to receive a free copy of this e-book.

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Speak with one of our Retirement specialists

We offer a no obligation review of your situation.

Schedule a Call
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Schedule A Call

If you'd like to schedule a call with a Cambridge Partners adviser today, please phone us on:

0800 864 164

Otherwise, please choose a future date and time for your phone call. We will call you on the number you provide.

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Building Wealth Series

Real people. Real results.

Our series of real-world case studies will help give you a full understanding of your investment options, and how different strategies are suited to different situations, goals and timelines.

You will also gain valuable insight on how our advisers work with their clients to achieve the outcomes they are looking for.   

Download Our Info Pack

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Cambridge Partners offers a premium wealth management and investment advisory service. We typically work with clients who have a minimum of $500,000 in investable funds and/or need assistance navigating through financial complexity. If you are looking for help managing debt or budget planning, we have a range of helpful links to explore.