Wealth Management Services
We founded Cambridge Partners to offer financial advice and wealth management services in a way that places clients first and is fully transparent. Our purpose is to help you feel confident and secure in your financial future by bringing together financial planning, investment advice and ongoing investment management.
Financial Advice & Investment Management Services
We take the time to understand your current situation, your future goals and what is truly important to you. Our Financial Advisers work with you to develop a personalised financial plan and investment strategy, then implement it through the ongoing management of your wealth. This helps you make better investment decisions, clarify where you stand, and stay focused on your long-term financial goals.
Wealth Management
Having a strategy that evolves and matures with you, in alignment with your financial goals and vision, can make a meaningful difference to your future. We help you grow, protect and transfer wealth through evidence-based investment strategies, careful risk management and ongoing portfolio review.
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Retirement Planning
Comfortable retirements start with great retirement plans. We help you plan for your future so you can live your best life, with advice that considers your investments, KiwiSaver, savings, property, retirement income needs, estate planning and risk tolerance.
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KiwiSaver
KiwiSaver is more than a retirement savings plan. For many New Zealanders, it is one of the most important long-term investments they will make, and it should sit alongside the rest of their wider financial plan. We provide personalised KiwiSaver advice, investment recommendations and regular reviews to help ensure your KiwiSaver strategy stays aligned with your financial goals.
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Business Planning
Your business is more than an asset; it can provide income, purpose, identity and a significant part of your personal wealth. We help business owners connect business decisions with personal financial planning, succession planning, investment advice, risk considerations and long-term financial goals.
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Specialist Advice
For overseas and international investors, complex financial situations often require specialist advice. We help you navigate cross-border considerations, investment structures, portfolio strategy and the practical decisions needed to build an investment portfolio that meets your needs.
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Investor Visa
Moving to New Zealand through investment is a significant decision. We help high-net-worth individuals plan, implement and manage qualifying investments with confidence, while ensuring those investment decisions are considered alongside wider wealth management and long-term planning needs.
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US Expat Investing
US tax obligations do not stop at the border. We help American expats in New Zealand navigate cross-border investing, tax complexity and retirement account management with clarity, connecting specialist investment advice with their wider financial plan.
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Wealth Accumulation
For busy professionals, executives and high-income earners, turning income into long-term wealth takes more than hard work. We help you build a clear financial plan around your career, family, cashflow, saving strategies, investment portfolio and future opportunities.
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Women's Wealth
Financial confidence starts with feeling informed and supported. Our Women’s Wealth team helps women take control of their financial future at every stage of life, with financial advice that reflects their goals, values, circumstances and long-term priorities.
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Our Process
Our consultative wealth management process is designed to help set your entire financial house in order and keep it that way. We draw on the skills of our experienced team to provide robust financial advice, financial planning and investment management services. Where appropriate, we also work closely with other professionals in areas such as tax, estate planning, philanthropy and risk management, so your advisers are working toward common goals.
Our approach is holistic and values-based. We focus on your life, family, goals and risk tolerance — not just investment returns. Through regular reviews, ongoing support and clear communication, we monitor your investment portfolio and realign your plan as your circumstances, markets and priorities change.
A Secure Investment You Can Trust
Our Financial Advisers have decades of experience in financial services, building long-term relationships and trust with clients. Your investments are held securely with our Custodian, and our fee-only advice model supports transparency, objectivity and advice that is focused on your best interests.
Would you like to know more?
Talk to us now to find out how we can help you acheive your goals.