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Retirement eBook

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Great retirements don’t happen by accident. They are created through great retirement planning.

If you have questions like…

“Will we have enough for the lifestyle we want?“

“What sort of income will I need when my salary stops?“

“Should I retire early? Or will I just end up annoying my partner?!“

“Will we be able to help out the kids? When should we do that?“

… it could be time to start making a plan.

Cambridge Partners have joined forces with internationally renowned retirement lifestyle expert, Barry LaValley, to produce this definitive book – a must-read for anyone looking to retire in the next 15 years.

It has all the advice, activities, and case studies you’ll need to get started.

Meet our retirement planning specialists:

Richard has many years of experience and service to the accounting profession. He has an interest in assisting clients with UK Pension transfers, Trusts, and not-for-profit organisations.
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Richard Austin

Financial Adviser &
Managing Partner
FCA, BBS, MInstD, AETI
As the leader of Cambridge Partners’ Institutional Advice division, Jacob works with organisations to design, implement, and manage risk-appropriate investment portfolios.
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Jacob Wolt

Financial Adviser &
Managing Partner
CFPcm, AIF, BSc
Brigette is based in Auckland and advises both private clients and institutional investors, specialising in working with iwi and Māori entities. She is also a leader of our 'Women Stepping Forward' initiative.
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Brigette Arnold

Financial Adviser
DipGrad Economics, BA (Hons)
James has specialist expertise in dealing with international migrants and those wanting to invest in New Zealand. He is a member of the Institute of Chartered Accountants and an Authorised Financial Adviser.
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James Howard

Financial Adviser
CA, BCom
Ashley has worked with a wide range of domestic and international clients to help them navigate and understand their New Zealand tax obligations. She has worked extensively in taxation, including ten years with KPMG.
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Ashley Salt

Financial Adviser
CA, BCom
Steve has an interest, and expertise, in negotiating the complex issues faced by those with US citizenship living in New Zealand and other NZ Investor Visa migrants.
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Steve Mander

Consultant
MBA, TEP, CMInstD, BCom
Todd has worked in the financial services industry for over 27 years. He has a interest in retirement and succession planning, as well as working with clients with Australian superannuation funds.
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Todd Sutton

Financial Adviser
CA, DFP (FS), BCom
Pip's 10+ years at Cambridge Partners have included asset protection, financial adviser, and leadership roles. She is passionate about putting clients first; helping them clarify their goals and optimise their financial position.
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Pip Kean

Financial Adviser
In addition to a keen interest in investments, Andrew is passionate about the holistic side of planning and developing strategies that guide clients towards achieving their life and financial goals.
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Andrew Nuttall

Financial Adviser
CFPcm, AIF, BSc
Paul began his working life at the Bank of New Zealand before progressing into the Private Bank/Investment division. He has a BCom from UC, and an Associateship Diploma from Trinity College, London.
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Paul Choi

Financial Adviser
BCom
Scott works with both private and institutional clients including not-for-profit organisations, and Trusts. He is a Chartered Financial Analyst, which is a rare and prestigious professional Funds Management designation.
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Scott Rainey

Financial Adviser
CFA, CFPcm, BCom
Todd has worked in the financial services industry for over 27 years. He has a interest in retirement and succession planning, as well as working with clients with Australian superannuation funds.
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Todd Sutton

Financial Adviser
CA, DFP (FS), BCom
Ashley has worked with a wide range of domestic and international clients to help them navigate and understand their New Zealand tax obligations. She has worked extensively in taxation, including ten years with KPMG.
Find Out More

Ashley Salt

Financial Adviser
CA, BCom
Steve has an interest, and expertise, in negotiating the complex issues faced by those with US citizenship living in New Zealand and other NZ Investor Visa migrants.
Find Out More

Steve Mander

Consultant
MBA, TEP, CMInstD, BCom
Meet The Whole Team

Speak with one of our retirement planning specialists

We offer a no obligation review of your situation.

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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.   

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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.