Our Team
We take the time to understand your current situation, your future goals and what is truly important to you.
Andrew Nuttall
Born in Darfield, Canterbury, Andrew has lived in Christchurch since age 8. He loves helping people lead the best lives possible with peace of mind and contentedness. He is always focussed on constantly developing himself further with good training and developing great systems and processes with a team approach with both his clients and colleagues. By asking good questions in a timely manner, he can help clients gain clarity and confidence.
Andrew has a BSc in Psychology and Economics, is a Certified Financial Planner (CFP), and Accredited Investment Fiduciary (AIF). He lives in Christchurch with his wife Jo and dog Charlie (an 11-year-old labradoodle). Two of his four adult children live in Christchurch, too. Andrew loves keeping fit and active. You will find him out walking or running, doing Pilates, yoga, going to the gym, cycling, playing cricket and gardening.
Ashley Salt
I am a Financial Adviser and have over 15 years’ experience advising clients on financial matters, ranging from tax to cash flow and financial modelling. Prior to joining Cambridge Partners i was a Senior Manager in the Tax team at KPMG. I understand the layers of complexity that should be considered when developing a Financial Plan, especially for people looking to move to New Zealand permanently.
Due to my experience, I have a wide range of domestic and international clients. As a strong communicator, I enjoy helping clients navigate and understand complex situations and work together to help them achieve their financial goals and objectives.
I live in Christchurch with my husband and two young children. I enjoy spending time with family, travelling, reading and fitting in exercise when I can.
Dominic Sheehan
Dominic specialises in helping business owners, professional services partners, and executives who need to plan for the next phase of life. Prior to joining Cambridge Partners, Dominic worked in commercial strategy and business management, a skillset he utilises when helping his clients to plan for and optimise business exits.
The work Dominic does with his clients often involves planning a business sale, an exit from a partnership, or simply planning what life after work may look like. Typically, this involves forecasting cashflows, developing investment strategies, facilitating family meetings, and helping his clients to consider and plan what they want to achieve with their time and capital.
Dominic was born in Titirangi, Auckland. He moved to Christchurch in 2019, drawn by his love of the South Island’s geography. He holds a Bachelor of Business (Management) and lives in Shirley, Christchurch, with his wife, two children and a dog. He loves getting out and exploring our beautiful country.
Forbes Leckie
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.
Forbes has a Master in Applied Finance and a Bachelor of Commerce in Economics and Finance.
He recently moved to Christchurch with his wife Millie from his hometown of Wellington.
Hannah Meikle
I work with a diverse range of domestic and international clients on wealth management and financial planning. I specialise in advising US expats and helping them navigate the complexities of managing assets across multiple tax jurisdictions. My goal is to simplify matters by providing clear, evidence-based, and tax-efficient strategies tailored to each client’s unique circumstances.
As an expat myself, I understand first-hand the challenges of adjusting to life in a new country; personally, professionally, and financially.
Prior to joining Cambridge Partners, I spent over a decade as a commercial litigation lawyer, working with leading firms in the UK and New Zealand. That background honed my skills in analytical thinking, problem-solving, and delivering practical, client-focused solutions.
Originally from the UK, I have called Christchurch home since 2020. I live at Waimairi Beach, and outside of work, you’ll find me making the most of the outdoors – whether that be skiing, mountain biking or kayaking.
James Howard
James leads the Cambridge Partners team as Chief Executive Officer.
He has a strong background in wealth management, commercial advice, and tax planning. He brings specialist knowledge and expertise to US Citizens and those looking to move to New Zealand under the Investor Visa Program.
James enjoys helping high-net-worth individuals and families to build better futures for themselves and those closest to them. Financial advice allows people to identify and focus on the things that are important to them and James is passionate about providing clarity, confidence and a clear plan going forward.
James is a Chartered Accountant (CA) and holds a Bachelor of Commerce. He lives in Christchurch with his family and loves skiing, mountain biking and cycling.
Johnny Sharland
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 Winchester
Liv is a long-standing and valued member of the Cambridge Partners team, joining Bradley Nuttall (before it merged to Cambridge Partners) as her first job from High School. She has completed her New Zealand Certificate in Financial Services Level 5 to enhance her knowledge further.
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.
She lives with her husband, son and dog Polly. Liv loves to spend time adventuring with her family and in the summer months, you will find her jet skiing, water skiing, or paddleboarding.
Margot Lensen
Margot joined the team in 2022 as an Associate Adviser after three years as a Life and Health Insurance Adviser. She became a Financial Adviser through the Cambridge Partners’ learning and career pathway and now serves a wide range of clients. Her combined years of experience have helped clients protect their assets and reach 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), and holds the New Zealand Certificate in Financial Services, Insurance and Investment (Level 5).
Margot lives in Christchurch with her husband and dog, Spud. She loves travelling, the outdoors, hiking, skiing and playing tennis.
Michael Youngman
Michael has 20 years of experience in financial services and has worked with clients to develop investment strategies to help them achieve their financial goals. He believes his role as a Financial Adviser is to provide his clients peace of mind. This is delivered by assisting clients to understand the impact financial decisions have on their investment.
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 his two children, Charlotte and Brayden. In his free time, you will find Michael playing golf, whitebaiting, running, biking, working in the garden and spending time with family.
Pip Kean
Pip joined Bradley Nuttall in 2007 and is a long-standing member of the team.
Her experience at Air New Zealand in sales and leadership roles provided her with the ability to expand the diverse range of talent at Cambridge Partners.
Pip has a passion for putting clients first. She takes time to understand goals, working collaboratively to optimise their financial position. She believes this provides confidence to enjoy the things that matter the most.
Pip focuses on helping clients through life transitions so they can gain financial independence and freedom.
On the weekends, Pip can be found with family and friends. She enjoys travelling, being active and reading a good book.
Paul Choi
Paul is a Financial Adviser at Cambridge Partners with over 15 years of experience in banking and financial services. Based in Christchurch and well-established in Wellington, Paul helps people manage their money and plan for retirement. He knows how tough retirement planning can be, so he builds strong, open relationships with his clients. Whether you’re supporting your family, giving back to causes, travelling, or just enjoying retirement, Paul makes sure your financial plans are clear and easy to understand.
Paul also assists migrants with their investments, especially if they are applying for the Parent Retirement Visa. He helps them meet the requirements set by Immigration New Zealand, so they can feel confident about their financial future.
Known for his friendly and reliable approach, Paul listens carefully and explains things in simple terms. He’s great at solving problems, seeing the big picture, and giving practical advice. With Paul’s help, you can feel confident about your financial future, no matter what your goals are.
Scott Rainey
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 Sutton
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.
Anja Clarkson
Anja is originally from Germany but has called Aotearoa her home since 2014. Her role bridges two crucial areas: our clients and our team. Upholding Cambridge’s core value of ‘People First’, she champions our Client Experience (CX), striving for seamless and positive client interactions as well as the Employee Experience (EX), enriching the work environment, culture, and processes to elevate team engagement and satisfaction. After all, a happy, well-functioning team will lead to delighted clients.
Anja lives in Christchurch with her husband and cat, Tuesday. She loves to be in the garden and grow her own fruit and vegetables. Anja loves doing pilates, cooking & baking, singing and enjoys walks in the forest, mountains, or the Botanical Gardens.
Caroline Usher
Caroline is our Compliance Manager. She is responsible for ensuring Cambridge Partners complies with industry standards and regulations. Her practical approach provides help and support to the team to ensure clients receive high levels of quality and standards of service. She is also our Health and Safety Manager.
Caroline has a Bachelor of Arts, CII Financial Planning Certificate and CII Mortgage Advice Qualification. She also holds the New Zealand Certificate in Financial Services (Investment) Level 5 and is a FANZ Associate Member.
She lives in Christchurch and enjoys catching up with friends and family, walking, observing art and architecture, and gardening.
Claire McCormick
Claire’s role supports the Operations team centralising operational tasks and processes, enabling the advice team to focus on their clients.
Claire grew up in Christchurch and has recently returned after spending time in Dublin and Auckland. She holds a Bachelor of Commerce and a Specialist Diploma in Investment Funds.
She enjoys walking, watching sports and trying new things. Previously, this has included various behind the scene roles at the local community theatre and preparing food in a Koha restaurant.
Daniel Hur
Daniel draws from over 5 years of experience in banking, specialising in small business and relationship management. His commitment to supporting advisers in delivering exceptional client experiences showcases his dedication to continuous improvement and client satisfaction. Dan is dedicated to enhancing his financial literacy to empower others and foster meaningful relationships.
Dan, born in South Korea, has called Christchurch home since the age of two. His passion for the outdoors is evident in his love for activities such as camping, fishing, golf, basketball, and hitting the gym. Alongside his active lifestyle, Dan also finds joy in unwinding at home and is always on the lookout for good food.
Recently, Dan and his fiancé have established roots in Yaldhurst by building their own home.
Dan is currently furthering his expertise by pursuing a Level 5 qualification.
Jack Craig
Jack focuses on streamlining processes, building efficiencies, and using data to guide decision-making throughout the business. His role is critical in identifying technological solutions that can help Financial Advisers deliver better client outcomes.
He has a Bachelor of Information and Communication Technology, majoring in Information Systems and Business Analysis.
Jack lives in central Christchurch and can conveniently walk to the office. On the weekend, he loves to go surfing, swimming, and camping in the summer, and during the winter, you will find him reading a good book or playing board games.
Jo Creed
Jo’s experience is drawn from over 30 years in banking and financial services.
Jo prides herself on providing exceptional service to her Advisers and clients. She is passionate about helping clients reach their financial goals and enjoys providing peace of mind that their financial affairs are in safe hands.
Her role helps clients by delivering excellent and timely service.
She lives in Christchurch with her husband and two children. She enjoys spending time with family and friends and loves following all sports, but in particular, likes watching her children play. She also enjoys walking and biking and travelling.
Julia Harry
Julia draws from her years of financial service experience. She loves helping clients and assisting them with whatever they need.
Julia moved to New Zealand from the UK when she was 11 and went to the University of Canterbury where she studied for a Bachelor of Arts in English and Media. She also spent her last semester of university doing an exchange at Purdue University in Indiana, USA.
Julia has recently bought her first home in Waltham, and is loving being so close to the hills. She loves travelling and spending time with family and friends.
Leah Fredric
Originally from Invercargill but calling Christchurch home for over 7 years, Leah loves helping clients by being a trusted point of contact to address their needs. Her goal is to ensure clients feel valued and understood and she wants to create a positive and supportive experience helping clients reach their financial goals with confidence.
Leah has always worked in a people-focused role. She spent some years in retail and most recently working within a non-profit animal welfare organisation (SPCA) as their volunteer coordinator.
In her spare time, Leah enjoys listening to music, going to the gym, going for walks, spending time in nature and spending quality time with friends and family.
Michelle Roberts
Michelle joined the team in 2016 and is the friendly face (or voice) that greets you at our office or on the phone.
She has an extensive background in support and admin roles. Michelle enjoys meeting clients and providing warm friendly hospitality.
In her free time, Michelle enjoys shows at the Court Theatre, spending time in her garden or favourite garden shop, and going on holidays.
Ruby Familton
Ruby is originally from Waihōpai Invercargill and moved to Ōtautahi Christchurch for university in 2016 and never left! She is passionate about seeing how good financial advice can enable people to lead their most fulfilling lives. She makes sure that things run smoothly in her team, coordinates meetings with clients and their Adviser, prepares documents and supports clients with any questions they might have. Ruby has a Bachelor of Arts, majoring in Sociology and Human Services, from the University of Canterbury. She has also obtained her New Zealand Certificate in Financial Services (Level 5).
She lives in Ōtautahi with her partner James and their Springer Spaniel Wilbur. They love spending time outdoors, adventuring through the Port Hills, heading to local beaches and experiencing the Christchurch café scene.
Tracy Willetts
Tracy is a Client Services Manager with a strong passion for helping clients achieve their long-term financial goals. She has been with the Cambridge Partners team for 7 years and has a background in corporate support across legal, finance, and accounting sectors. She brings a wealth of experience and professionalism to her role.
Tracy holds the New Zealand Certificate in Financial Services (Level 5) – Investments, which underpins her understanding of the wealth management landscape.
Tracy finds great reward in connecting with clients, understanding their journeys, and delivering support and solutions that make a meaningful difference. Seeing the positive outcomes of her work reflected in client satisfaction is a key motivator.
In addition to her financial expertise, Tracy holds a Diploma in Interior Design and Decorating (Level 5), which she applied in the successful refit of the firm’s Worcester Street office — demonstrating her creativity and attention to detail.
Tracy lives in Christchurch with her husband Mike and they have three sons. Outside of work, she enjoys mountain biking, staying active, and travel.
James Howard
James leads the Cambridge Partners team as Chief Executive Officer.
He has a strong background in wealth management, commercial advice, and tax planning. He brings specialist knowledge and expertise to US Citizens and those looking to move to New Zealand under the Investor Visa Program.
James enjoys helping high-net-worth individuals and families to build better futures for themselves and those closest to them. Financial advice allows people to identify and focus on the things that are important to them and James is passionate about providing clarity, confidence and a clear plan going forward.
James is a Chartered Accountant (CA) and holds a Bachelor of Commerce. He lives in Christchurch with his family and loves skiing, mountain biking and cycling.
Paul Munro
Paul Munro is Cambridge Partners’ Independent Chair of the Board. He brings 30 years of financial and commercial experience spanning a range of industries. Over the past ten years, he has held several governance roles as a Director and Chairman.
For 24 years, Paul worked at Deloitte as a Corporate Finance Partner, primarily working with and supporting corporate Boards. During this time, he spent six years as the CEO of a publicly owned investment company, where he worked closely with the subsidiary Boards and CEOs.
Current and former governance roles include: MHV Water, Online Distribution, Lynn River, Orion New Zealand, Toitū Envirocare, Central Plains Water, Spanbild Holdings, and Venues Ōtautahi.
Paul is a Fellow of Chartered Accountants (FCA) and a Chartered Fellow of the New Zealand Institute of Directors (CFInstD).
Paul is married with two kids and enjoys running, mountain biking, golf, tennis, and spending family time in Noosa, Hamner Springs or the Mackenzie Country.
Stephen Ambler
Stephen is a Director of Cambridge Partners and the Consilium Chair of the Board.
Working for almost 30 years in England as a lawyer, chairman and managing director of large professional services businesses, Stephen has extensive commercial, strategic operational and governance experience in leading and growing businesses.
Andrew Nuttall
Born in Darfield, Canterbury, Andrew has lived in Christchurch since age 8. He loves helping people lead the best lives possible with peace of mind and contentedness. He is always focussed on constantly developing himself further with good training and developing great systems and processes with a team approach with both his clients and colleagues. By asking good questions in a timely manner, he can help clients gain clarity and confidence.
Andrew has a BSc in Psychology and Economics, is a Certified Financial Planner (CFP), and Accredited Investment Fiduciary (AIF). He lives in Christchurch with his wife Jo and dog Charlie (an 11-year-old labradoodle). Two of his four adult children live in Christchurch, too. Andrew loves keeping fit and active. You will find him out walking or running, doing Pilates, yoga, going to the gym, cycling, playing cricket and gardening.
Jacob Wolt
Jacob is a Co-Founder of Cambridge Partners. He began his financial services career over 30 years ago and, during that time, has provided clients with independent, objective, and unbiased investment advice.
When he was a Financial Adviser, Jacob worked across a variety of clients. He strongly believes in transparency and putting the client’s needs first. Jacob believes money is important because it gives you choices and helps relieve some of the issues people face.
He lives on a lifestyle block with his wife and enjoys spending time with family and grandchildren.
Richard Austin
Richard is the Co-Founder of Cambridge Partners and held the CEO role until June 2023 before transitioning towards retirement.
He has expert knowledge of investments gained over years working as a Chartered Accountant and Financial Adviser. He provides clients with real-world perspectives and is passionate about putting clients first.
Richard is a Chartered Accountant and was awarded a Fellowship by Chartered Accountants Australia and New Zealand (CAANZ). He holds a Bachelor of Business in Accounting and Finance from Massey University, is an Associate of the Executor and Trustee Institute and holds several governance roles.
Richard is a born and bred Southlander and lives in Christchurch with his wife Maria. He enjoys sailing, tennis, tramping, reading, and spending time with grandchildren.
Steve Mander
Steve is a Co-Founder of Cambridge Partners. After years in private practice as a strategic business consultant, Steve formed IQ2 with Richard Austin before merging with Bradley Nuttall to form Cambridge Partners.
When Steve worked in the business as a Financial Adviser, Steve worked with clients to help them integrate their business and personal financial lives, particularly those with more complex situations. They could be business owners who are contemplating selling their business; trustees looking for support around their risks/obligations as professional trustees, a woman alone going through a relationship property dispute, US citizens dealing with complex cross jurisdictional issues, others requiring NZ Investor Visas, or just ordinary New Zealanders looking for comprehensive financial and investment support.
Steve enjoys time with family and friends doing what he loves – sailing, fishing, skiing, tramping & travel.