Testimonials
Looking back, I wonder what we were worried about! It seems so normal to have a ‘portfolio’ now. I’m even trying to convince my husband to sell the rental and just put that money into our portfolio. But mostly, I’m just happy that we both feel confident that we have enough to do the things we want now. And we don’t have to feel guilty or worried about how we spend our money. That’s the bit that has been life-changing for us.
Di B
Cambridge Partners definitely helped us overcome that big leap into the unknown. But I also appreciated how we never felt pressured to do something we weren’t comfortable with. We haven’t put all our money into the portfolio yet, and maybe we never will. Whatever happens, I know I can call my Adviser up and have an honest conversation about our options. He’s someone I have really come to rely on. I tell people I have a ‘personal financial adviser‘ – which was definitely not something I ever thought I’d say!
murray b
Cambridge Partners keeps me up to date on local and international market developments, while my Adviser, Paul Choi, provides outstanding service at a personal level.
Sarah B
Having known some of the principals of Cambridge Partners for many years both personally and profesionally, and knowing the excellent reputation the company has, I would have no hesitation in recommending them to any of my clients or associates.
Patrick C
Cambridge Partners were recommended to me by my mother, who had been their client since 2005. It was a difficult time for me due to bereavement and relocation, but the thing I remember most about my first interview was just feeling huge relief.
Anne J
The team at Cambridge Partners have proven to me that I can trust their decision making and their researched proven methods of investment and funds management. I have found all the Cambridge Partners team to be people of integrity, professional, personable, fun and interesting.
Graham E
When we first contacted Cambridge Partners about seven years ago we wanted to understand whether we were making adequate provision for retirement. After taking time to understand our circumstances and priorities, Cambridge Partners helped us set our financial goals and track progress towards them.
Roger & Melissa R
A widower, I owe my comfortable retirement to the work of the Cambridge Partners Team. Thank you.
John R
If you’re looking for financial advice and wealth management, especially if you’re a US citizen, I can’t recommend Cambridge Partners enough— they truly put people first.
Axel S
Would you like to know more?
Would you like to know more?
Talk to us to find out how we can help.
Talk to us to find out how we can help.