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Looking Beyond Term Deposits

Low interest rates can seriously impact our financial goals and timelines.

Its always worth talking to an independent adviser to ensure you know all of your options.

Cambridge Partners is an independent financial advice firm. We do not own any investment funds or products – and we do not receive third-party commissions on any investments we place for our clients – meaning we only work for you.

Over our 30 years in the business we’ve helped many hundreds of people and couples explore their options beyond the low returns of savings accounts and term deposits. We understand that investing can seem unfamiliar, even daunting, to those who have never experienced it – which is why we focus on ensuring you always feel informed, in control, and comfortable.  

When you work with Cambridge Partners, you can be sure:

  • All of your assets will be in your name
  • All decisions are yours to make 
  • Our advice is independent and in your best interests (we have a strict code of conduct)
  • Your personal adviser will always be there to support you throughout your investment journey 
investment advisory
investment advisory

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.   

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.
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Richard Austin

Executive Director, CEO, Financial Adviser
FCA, BBS, MInstD, AETI
As the leader of Cambridge Partners’ Institutional Advice division, Jacob works with organisations to design, implement, and manage risk-appropriate investment portfolios.
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Jacob Wolt

Executive Director, Financial Adviser
CFPcm, AIF, BSc
Brigette is based in Auckland and advises both private clients and institutional investors, specialising in working with iwi and Māori entities. She is also a leader of our 'Women Stepping Forward' initiative.
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Brigette Arnold

Financial Adviser
BA (Hons), DipGrad Economics
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.
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James Howard

Executive Director, Head of Growth & Advisory, Financial Adviser
CA, BCom
Ashley has worked with a wide range of domestic and international clients to help them navigate and understand their New Zealand tax obligations. She has worked extensively in taxation, including ten years with KPMG.
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Ashley Salt

Financial Adviser
CA, BCom
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

Head of Client Experience, Financial Adviser
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
Paul began his working life at the Bank of New Zealand before progressing into the Private Bank/Investment division. He has a BCom from UC, and an Associateship Diploma from Trinity College, London.
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Paul Choi

Financial Adviser
BCom
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

Start with a conversation?

Talk to us about your situation and find out more about your options with a no-obligation meeting. If nothing else, you’ll leave with a better idea of what you can do with your money, and how you might get started.

Speak with one of our investment specialists

We offer a no obligation review of your situation.

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Or just want to know more about your options?

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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.