We founded Cambridge Partners in 2017 to offer financial advice in a way that places clients first and is fully transparent.

Is Your Financial House in Order?

We help align your values with your investments to help you achieve the financial outcomes you seek. Our consultative wealth management process will help set your entire financial house in order and keep it that way for the rest of your life.

Our Process

Our comprehensive approach draws on best practices from a variety of fields. We utilise the skills of our experienced team to provide you with robust financial advice and investment management services. We have a wide range of services to suit your needs and can work closely with industry professionals for tax, estate planning, philanthropy, and risk management to ensure that we all work toward common goals.

todd at cambridge partners
pip at cambridge partners

A secure investment you can trust

Our Financial Advisers have decades of experience building long-term relationships and trust with clients. Your investments are held securely with our Custodian. 

Our Services

Our holistic approach considers your entire financial situation, assessing your assets and investments. Our solutions provide a personalised and robust financial plan to achieve your goals.

Great retirements start with great retirement plans. We help you plan financially secure and fulfilling retirements.

We understand the importance of protecting your wealth and assets to support your retirement and future generations.

For overseas and international investors, our specialist advice can help navigate complexities and provide you with investment solutions to meet your needs.

Would you like to know more?

Talk to us now to find out how we can help you achieve your goals.

Would you like to know more?

Talk to us now to find out how we can help you achieve your goals.

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