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Our Portfolios

Cambridge Partners is able to construct bespoke investment portfolios specifically for your unique financial situation, preferences and objectives. In addition, we also offer a range of model portfolios and socially responsible investment portfolios that are tailored to suit different levels of risk and return objectives.

Our Model Portfolios

Each of our model portfolios is tailored to suit different risk and return objectives with an overall target allocation to growth assets (eg shares) and income assets (eg fixed income). For example, our 60/40 portfolio will have a target allocation of 60% to growth assets and 40% to income assets.

model portfolios

Cambridge Partners will work with you to determine a strategy that best meets your needs and objectives. We may recommend one of our model portfolios or work with you to design a bespoke portfolio based on your individual objectives and preferences.

Which type of investment strategy is suitable for you will depend on a range of different factors, including:

 

  • Do you have the income and wealth to ride out short-term market movements?
  • How much of your portfolio would you like to spend each year?
  • Do you feel comfortable with the idea of losing portfolio value over the short-term in order to grow more wealth in the long-term?
  • Do you have any specific investment preferences, such as the desire to hold certain assets or follow a socially responsible investment strategy?
 

Your circumstances, investment experience, risk and return objectives, and financial constraints change over time. We will carry regular reviews to ensure that your portfolio continues to be the right fit for you and offers the highest probability of success.

A summary of each of our model portfolios is available from any of our Advisers, or by contacting the office. Click here if you’d like to visit our Socially Responsible Investment (SRI) page.

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

0800 864 164

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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.

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.