Chris Lee & Partners
About the Business
Welcome to Chris Lee & Partners, a trusted establishment and finance institution located at 14B Marine Parade in Paraparaumu, New Zealand. At Chris Lee and Partners Ltd, we pride ourselves on our strong emphasis on integrity, transparency, and building lasting relationships with our clients.
Our core belief is to empower your financial success through clear, comprehensive advice and informed decision-making. We understand that each individual, family, and business has unique financial goals and circumstances, and navigating the investment world can often feel complex and daunting. That's why our dedicated team of advisers speak in plain language and offer tailored investment advice to meet your specific needs.
Retirees seeking to protect their capital and generate a steady stream of passive income are our specialty. Our experienced advisors utilize their knowledge and industry expertise to build and manage portfolios that provide a reliable passive income. We utilize a broad array of investment instruments, including NZX and ASX listed securities, to create an income stream that suits your specific requirements.
In addition to our expertise in retirement planning, we offer a comprehensive suite of services including financial advice, managed portfolios, comprehensive broking services, and estate sales assistance. Each service is designed with your best interests in mind, ensuring a holistic approach to your investment requirements.
Established in 1985 by Chris Lee, Chris Lee & Partners Ltd has grown to over $1.6 billion in funds under advice. Our success is a testament to our adaptability and commitment to meeting the varied investment needs of our diverse range of clients spread across New Zealand.
From the initial consultation to regular follow-ups, our focus remains on understanding your financial aspirations and working together to achieve them. At Chris Lee & Partners, we are dedicated to providing you with the guidance and support you need to reach your financial goals. Contact us today to schedule a consultation and discover how we can help you achieve financial success.
Photos
Location & Phone number
14B Marine Parade, Paraparaumu Beach, Paraparaumu, Wellington 5032, New Zealand
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Chris wonderful advice. But watch out for his son whom had discussions with Wonder if he knows the advice he gave was incorrect . Please check out your facts in future ."
"Professional team to deal with, would highly recommend."
"Super honest & open, trustworthy, kind. Highly recommend."
"Great advice and fantastic service."
"Outstanding professionals in the wealth advisory field"
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