Specialist Services

We offer a wide range of specialist services, including areas requiring a level of expertise only available in a few financial organisations within New Zealand.

Our Specialist Services include:

International Migrants

New Zealand is a popular destination for migrants from other countries offering an enviable lifestyle, culture and quality of life. Moving from overseas, however, can create financial complexities, resulting in the need to obtain specialist advice.

At Cambridge Partners we have a depth of experience in advising clients from US, UK, Australia and many other jurisdictions.

US Citizens

The US is almost unique in that US citizens or permanent residents (green card holders) remain US taxpayers irrespective of whether they reside in the US or not. So even if you are living in NZ, you remain a US taxpayer as long as you retain your US citizenship/residency status.

One of our advisers, Steve Mander, has lived and worked in the USA and has specialist expertise in this area. He is joined by James Howard who has extensive knowledge in cross-jurisdictional planning and structuring, having spent a number of years with EY’s transfer pricing team in NZ and overseas. Visit US Immigrants for more information.

Australia

Kiwis returning from Australia face a number of choices with deciding how to take their Australian Superannuation Funds and what to do with other savings and investments they have built up in Australia. At Cambridge Partners we are fortunate to have 2 advisers who have lived and worked on the other side of the ditch – Todd Sutton (who is also a chartered accountant), and Steve Mander.  If you have any questions please speak to Todd or Steve directly.

UK

We have in-depth experience in advising clients from the UK and helping them navigate the different pension and savings plans, taxation and the regulations around QROPS. If you would like advice or have any questions, visit our UK Pensions page.

Institutional Investments

Cambridge Partners has significant experience in providing governance and investment advice to charitable trusts, institutions and large tax-exempt clients. We believe that we can provide significant value to trustees in developing an investment governance framework to help you manage your resources effectively and provide confidence to other stakeholders that your investments are well managed.

As a CEFEX accredited firm Cambridge Partners has been independently certified as achieving global best practice for investment stewards.

Helping You Through Life’s Transitions

Many of our clients seek financial assistance when going through a period of personal change. This can be transitioning from full-time work to retirement, reinvestment of funds from selling a business, inheritance, death of a partner, marriage breakup or winning the lottery.

Our specialist services are tailored to each specific situation to provide careful planning and support as you go through the transition and re-evaluate your personal needs and financial goals.

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.
Find Out More

Richard Austin

Financial Adviser &
Managing Partner
FCA, BBS, AFA, MInstD, AETI
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

Financial Adviser
MBA, TEP, AFA, CMInstD, BCom
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.
Find Out More

James Howard

Financial Adviser
CA, AFA, BCom
investment advisory

Discover what Cambridge Partners can do for you

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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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