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Retirement Planning

Great retirements start with great retirement plans. We help our clients plan financially secure and fulfilling retirements for them and their families.
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Why It Pays To Have A Retirement Plan:

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:

  • Have 50% more in their Kiwisaver
  • Receive 4% better investment returns
  • Save 3.7% more of their earnings
  • Travel six times more frequently
  • Report twice the level of ‘financial wellbeing’
  • Report higher levels of general wellbeing
 
While it’s not always easy to appreciate the power of seemingly small percentages, that average 4% increase in investment returns can make a life-changing difference over a period of years. 

 

This is what 4% looks like in dollars: 

Young Scenario
Middle-aged Scenario
 
View the full NZFRC report here.

How We Can Help:

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.    

Ready To Start Your Plan?

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. 

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  • Talk To Our Specialists:
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
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
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
investment advisory
investment advisory

How much do you really understand about retirement?

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:

retirement planning

Speak with one of our retirement planning specialists

We offer a no obligation review of your situation.

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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.   

Download Our Info Pack

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