Our highly experienced planners look to understand your values and goals, identify your specific needs (present and future), and work with you on the ideal investment strategies and financial decisions for you and your family.
Your plan can be altered over time as your situation changes, but it will always act as a compass for your decision-making and give you the peace of mind that you are in control.
Putting a plan together as a couple, or even as a wider family group, is also an excellent way to ensure everyone has a shared understanding and appreciation of the lifestyle and legacy you are looking to achieve.
The evidence is very clear – people who build a financial plan with a qualified adviser are significantly better off than those that do not.
A recent study by the New Zealand Financial Services Council found that, on average, people who receive professional financial advice:
This is what 4% per annum looks like in dollars:
Cambridge Partners’ planning process is staged so that you are able to gain an understanding of what we do, and how it can work for you, before you commit to becoming a client.
Some people want to move quickly through this process, and others want to take time to consider their options. It’s entirely up to you.
We start with a no-obligation ‘discovery meeting’ – always an interesting and valuable experience, regardless of whether you move forward or not – and then follow the process outlined below:
Developing a plan is a highly personalised, enlightening, and very often an exciting process. If you’d like to hear from some of our current clients, our testimonials are available below.
If you feel you’re ready to begin developing your financial plan, please Schedule A Call or get in touch via email. One of our advisers will answer any questions you have, and (if you’re happy to proceed) look to set up an initial no-obligation discovery meeting to get your plan underway.
We look forward to meeting you.
We offer a no obligation review of your situation.
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.
