Cambridge Partners

Cambridge Partners, based in Christchurch, specialises in wealth management, providing financial advice to individuals, including business owners, busy professionals and retirees, helping them achieve their financial goals through evidence-based investment strategies.

WHO WE ARE:

• We are a team of experienced financial advisors with a deep understanding of the local market and a commitment to delivering personalised services.
• Our values are rooted in transparency, integrity and a passion for helping our clients achieve financial stability and growth.
• With decades of combined experience, our approach is built on a foundation of expertise, trust and open communication.

WHAT WE DO:

• We offer comprehensive wealth management services, including investment planning, retirement planning and wealth accumulation strategies tailored to each client’s unique needs.
• Our services extend to specialist advice on KiwiSaver investments, UK pension transfers and investment visa applications, ensuring our clients have access to a broad range of financial solutions.
• Through sustainable investing options, we help our clients align their financial goals with their values, promoting a more responsible and environmentally conscious investment approach.

WHY CHOOSE US:

• Our clients benefit from our independent and unbiased financial advice, ensuring their interests are always at the forefront of our recommendations.
• We pride ourselves on our ability to provide bespoke financial solutions, recognising that each client’s situation is unique and requires a tailored approach.
• By choosing Cambridge Partners, our clients gain access to a team dedicated to ongoing support and guidance, helping them navigate the complexities of wealth management with confidence.

FAQ
1. What is the process for developing a personalised wealth management plan?
Our process begins with a thorough consultation to understand your financial goals, risk tolerance and current financial situation, followed by the creation of a tailored plan designed to meet your specific needs.

2. How do you approach sustainable investing and what options are available?
We approach sustainable investing by considering environmental, social and governance (ESG) factors in our investment decisions, offering our clients a range of sustainable investment options that align with their values and financial objectives.

3. Can you provide guidance on retirement planning, including KiwiSaver and other investment options?
Yes, our team provides comprehensive retirement planning advice, including strategies for maximising KiwiSaver benefits, other investment options and retirement income planning to ensure our clients are well-prepared for their future.