Ashley is a Financial Adviser with over 15 years’ experience helping clients navigate a wide range of financial matters – from tax and cash flow to financial modelling. Before joining Cambridge Partners, she was a Senior Manager in the Tax team at KPMG, where she developed a deep understanding of the complexities involved in financial planning, particularly for clients relocating to New Zealand permanently.

She works with a broad mix of domestic and international clients and is known for her clear communication style and ability to make complex situations feel manageable. Ashley enjoys working closely with clients to help them achieve their financial goals with confidence.

She holds a Bachelor of Commerce (BCom) from the University of Canterbury, majoring in accounting and information systems, and is a Member of the Institute of Chartered Accountants.

Ashley lives in Christchurch with her husband and two young children. Outside of work, she enjoys spending time with family, travelling, reading, and fitting in exercise whenever she can.

Dominic specialises in working with business owners, professional services partners, and executives who are planning for the next phase of life. With a background in commercial strategy and business management, he brings a practical, forward-thinking approach to financial planning – particularly when it comes to optimising business exits.

His work often involves planning for a business sale, exiting a partnership, or simply preparing for life after work. This includes forecasting cashflows, developing investment strategies, facilitating family meetings, and helping clients clarify what they want to achieve with their time and capital.

Originally from Titirangi, Auckland, Dominic moved to Christchurch in 2019, drawn by his love of the South Island’s geography. He now lives in Shirley with his wife, two children, and their dog, and enjoys getting out to explore Aotearoa’s natural beauty whenever he can.

Dominic holds a Bachelor of Business (Management) and draws on his experience to support a wide range of clients through complex transitions with clarity and confidence.

Forbes is one of our Associate Advisers at Cambridge Partners. He has extensive experience in wholesale financial markets and draws his expertise from broking firms ICAP and Tradition and OM Financial.

His passion for client work has seen him transition from his role as Investment and Platform Manager to join our Advice Team. Therefore, Forbes has a great understanding of our investment custodians and platforms, investments, trading, and reporting and Cambridge Partners’ investment products. Forbes loves to provide clients with efficient ways to make informed financial decisions.

He moved to Christchurch with his wife Millie from his hometown of Wellington and enjoys the outdoors, in particular fishing, and spending time with his young son and dog.

Forbes has a Master in Applied Finance and a Bachelor of Commerce in Economics and Finance.

Hannah works with a diverse range of domestic and international clients, specialising in wealth management and financial planning. She has particular expertise in advising US expats, helping them navigate the complexities of managing assets across multiple tax jurisdictions. Her goal is to simplify the process by providing clear, evidence-based, and tax-efficient strategies tailored to each client’s unique circumstances.

As an expat herself, Hannah understands first-hand the personal, professional, and financial challenges of settling into life in a new country. Prior to joining Cambridge Partners, she spent over a decade as a commercial litigation lawyer with leading firms in the UK and New Zealand – experience that sharpened her analytical thinking and problem-solving skills, and shaped her practical, client-focused approach.

Originally from the UK, Hannah has called Christchurch home since 2020. She lives at Waimairi Beach and loves making the most of the outdoors, whether skiing, mountain biking, or kayaking.

Hannah holds an LLB (Hons) Law with European Law, and is an enrolled solicitor of the High Court of England and Wales and an enrolled barrister and solicitor of the High Court of New Zealand (both non-practising). She also holds the New Zealand Certificate in Financial Services (Level 5).

Johnny has worked in financial markets in New Zealand and overseas and specialises in working with new migrants, mainly from the United States, and returning Kiwi. 

Johnny’s experience and skill allow him to reduce complexities for his clients who hold assets in different countries. He develops a comprehensive Financial Plan that can be structured efficiently for their investments, reducing risks associated with foreign tax jurisdictions. 

Johnny holds a Bachelor of Commerce majoring in Finance, with first-class honours in Economics from the University of Canterbury.  

He lives with his wife and kids in Ilam, Christchurch. Johnny is a big sports fan and plays golf as much as possible. If not out on the course, he is chasing his son and daughter around the playground, pool, or beach.  

Liv is a long-standing and valued member of the Cambridge Partners team, joining Bradley Nuttall in 2012 (before it merged to become Cambridge Partners) as her first job after High School.

Liv enjoys building strong relationships with clients and feels a great sense of satisfaction knowing that we are helping make our clients’ financial lives easier. Her passion for clients and building strong relationships has seen her transition into an adviser role. She has completed her New Zealand Certificate in Financial Services Level 5 to enhance her knowledge further and is becoming a Financial Adviser through the Cambridge Partners’ learning and career pathway.

She lives in West Melton with her husband and young son. They spend a lot of time over in Akaroa on, around and in the water. Their dog, Polly, keeps them active and they spend their time at The Willows or McLeans Island walking at the weekends.

Margot has been working in the financial industry for the last 7 years and loves working alongside her clients and helping them achieve their financial goals.

Growing up on the family farm in Geraldine, Margot has a real passion for the agricultural industry and understands the complexities they can face. She enjoys helping these clients navigate the transition period of succession planning and enabling confidence for the next phase.

Margot is a member of Financial Advice New Zealand and has a Bachelor of Arts (Psychology and Sociology). She holds the New Zealand Certificate in Financial Services, Insurance and Investment (Level 5).

Margot lives with her husband, son and dog, Spud. She loves travelling, sport, and enjoying the outdoors, often hiking some of the beautiful walks throughout New Zealand.

Michael is a Financial Adviser with more than 20 years of experience in financial services. He works closely with clients to develop investment strategies that support their financial goals, and believes his role is ultimately about providing peace of mind. He does this by helping clients understand the impact of financial decisions on their investments and guiding them with clarity and care.

Michael is a Certified Financial Planner and holds a Master of Applied Science and a Graduate Diploma in Teaching and Learning. He is passionate about doing something each and every week that makes him a better person.

Michael lives in Rolleston with his wife, Shona, and their two children, Charlotte and Brayden. In his spare time, he enjoys playing golf, white baiting, running, biking, gardening, and spending time with family.

Pip joined Cambridge Partners over ten years ago after a career in sales and leadership at Air New Zealand.

Financial well-being is so important, but getting personal finances in order can be a daunting task. For this reason, many New Zealanders end up with costly investments that do not suit their circumstances. One of Pip’s key strengths is her ability to build positive relationships. She enjoys working with people to ensure they are financially secure and are able to achieve their goals.

Pip loves being part of a great collaborative team environment where the strengths of all team members are called upon to ensure clients receive the best service.

She is a committed Cantabrian who, in her spare time, enjoys running, travelling and playing golf. She is married to Jamie, and her three adult sons have all graduated or are at university and live nearby.

Paul Choi is a Financial Adviser and Advice Team Manager at Cambridge Partners, with over 15 years of experience in banking and financial services. Based in Christchurch and well-established in Wellington, he helps clients plan for retirement, manage their money, and make confident financial decisions.

He leads a team that specialises in complex advice areas such as investment visas, pension transfers, and solutions for non-residents. Known for his clear communication and practical problem-solving, Paul builds strong relationships and ensures advice is always tailored, understandable, and grounded in each client’s values.

Paul holds a Bachelor of Commerce and a Graduate Diploma in Business Studies (Personal Financial Planning). He is Chair of SIFA (Supporting Independent Financial Advisers), serves on the Financial Markets Authority’s Financial Advice Regulatory Panel, and enjoys writing articles to share insights and contribute to the future of advice in New Zealand.

When he’s not working, Paul spends time with his wife and his two young kids, lifting weights at the gym, serving at church, or pulling weeds in the backyard.

Scott’s career in financial markets spans over 19 years. He works with private and institutional clients, including not-for-profit organisations and Trusts.  

He is a Chartered Financial Analyst – a rare and prestigious professional Funds Management designation. Scott has expertise in the review, analysis, and drafting of SIPOs, Investment Policy Statements, portfolio reports, portfolio construction, portfolio performance attribution, and security analysis. He also ensures investment funds are managed consistently with the required rate of return, needs and objectives of the relevant organisation. He is ideally suited to reporting to Boards, Committees, and Trustees.  

Scott holds a Bachelor of Commerce in Economics and a Post Graduate Diploma in Business Studies – Personal Financial Planning.  

Scott lives in Christchurch with his wife and three children and in his free time, he enjoys exercising and keeping fit. 

Todd has worked in the financial services industry for over 30 years. He draws his experience from accounting, funds management and superannuation firm roles. Todd learnt first-hand that stock-picking and active management strategies did not always benefit clients. He enjoys explaining what he calls ‘financial peace of mind’.

As Todd grew up on a farm, he empathises with farmers, and business owners, going through succession issues. He works closely with the family, planning for the next generation. If they decide to sell, the transfer of wealth can be overwhelming. With thoughtful planning and collaboration, Todd ensures a smooth transition with his unbiased financial advice.

Todd is a Chartered Accountant and a member of the Institute of Chartered Accountants. He has a Bachelor of Commerce and a Diploma in Financial Planning.  

In his spare time, Todd loves skiing, running, and following his children’s sports and cricket.