I’ve worked at Cambridge Partners for over 8 years. I originally completed some work experience with them in 2011 and joined them full time when I left high school in 2012.
I enjoy meeting and getting to know our clients, I feel a great sense of satisfaction knowing that as a team, we can help make our clients financial lives easier.
I enjoy working for multiple advisers as they each have a different style which varies my days.
I like to be well organised to ensure that everything gets done. I’m adaptable and have worked with multiple advisers and have developed a very good understanding of how each of them like to work.
We care about our clients and are supportive of each other to provide the best possible outcomes. We build a relationship based on trust to help clients with their financial lives, providing financial security and guidance.
I really love the Cambridge Partners team and culture. I help run the social committee and enjoy organising events for the team.
I enjoy socialising with friends and spending time with my family including dog, Missy. I try to get over to Akaroa as often as I can as well as travelling further afar every now and again.
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.
