The evidence is very clear – people who build a retirement financial plan with a qualified 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 professional financial advice:
This is what 4% looks like in dollars:
Cambridge Partners advisers have decades of experience in highly personalised financial planning and investment strategy. We have helped clients successfully navigate life transitions, business decisions, legacy planning and many, many happy retirements.
Our advisers understand that each client is unique. We work to understand you and your family – and build a sustainable plan based entirely on your values and goals.
And when your circumstances change, we are always there to help realign your plan to your new situation and objectives.
If you feel you’re ready to begin your retirement plan, please Schedule A Call or get in touch via email. One of our advisers will answer any questions you have, and (if you’re happy to proceed) look to set up an initial no-obligation meeting to get your plan underway.
If you’re not quite sure if you’re ready, why not start by downloading our free e-book (below) and having a go at some of the planning activities throughout. It’s a fantastic way to explore what you truly value, and what you need to do to ensure a great retirement for you and your family.
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.
Enter your email below to receive a free ebook:
We offer a no obligation review of your situation.
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.