Cambridge Partners

Welcome to Cambridge Partners, a leading financial institution located in Christchurch, New Zealand. As an establishment focused on finance, we are dedicated to helping individuals navigate various transitions in life and providing investment solutions based on evidence-based research.

At Cambridge Partners, we prioritize your needs by ensuring that we are not tied to any specific investment providers. Our team of experienced Financial Advisers will take the time to get to know you, understand your values, goals, and specific needs, and create a personalized Financial Plan that will guide your financial decisions into the future.

Whether you're about to retire, have received a windfall, sold a business, or are planning the next stage of your life, we are here to help. Our Financial Advisers specialize in assisting high-net-worth individuals and their families in building a better future now and for the next generation.

We believe in establishing long-term relationships with our clients, as our advisers possess a depth of skill, experience, and knowledge to help you achieve your financial goals. We guarantee that you will find an Adviser who suits your needs, personality, and style, ensuring you feel comfortable when discussing your finances.

Starting your investment journey can be overwhelming, but our Financial Advisers are here to simplify the process. Our financial management process is designed to set your entire financial house in order and keep it that way for the rest of your life. We consider your entire financial situation, assess your assets and investments, and provide personalized and robust financial plans to help you achieve your goals.

When constructing investment portfolios, we take into account your financial situation, preferences, and objectives. We offer a range of model portfolios and socially responsible investment portfolios tailored to different levels of risk and return. Our sustainable investment solutions allow you to express your social and sustainability values through your investments, proving that investing for financial gain and doing good can go hand in hand.

Furthermore, we understand the importance of protecting your wealth and assets to support your retirement and future generations. Our specialist advice is available for overseas and international investors, helping them navigate complexities and find investment solutions that meet their needs.

Cambridge Partners is committed to sustainability, as evidenced by our Toitū net carbonzero certification. We measure, reduce, and offset our carbon footprint to positively contribute to the sustainability of our future. Additionally, we maintain the highest standards of quality and excellence in our advice process, being certified by the Centre for Fiduciary Excellence (CEFEX). Our annual audits foster a culture of continuous improvement, increasing transparency and accountability within the firm.

As a founding member firm of the Global Association of Independent Advisors (GAIA) based in Switzerland, we are dedicated to putting clients' interests first. Together with 20 other independent financial advisory firms, we strive to provide the best service and solutions to our clients.

To learn more about how Cambridge Partners can help you achieve your financial goals, we invite you to download our Information Pack. For further information, please read our full disclosure statement available on our website.

During Sorted Money Month, we showcase our talented team and the different job roles at Cambridge Partners. Take a moment to 'Push Pause' and discover what we have to offer.

When it comes to investing, it's important to be cautious of false promises of beating the market, timing the market, and guaranteed returns. Our team is here to provide you with honest and reliable advice.

To find out how we can help you achieve your goals, contact us now. For more information, click the 'Read More' button. To accept cookies from this site, please click the 'Agree' button.