As the year comes to a close, it’s time to reflect on the year that has been. 2024 has been particularly significant for us. We’ve achieved the remarkable milestone of 30 years in business, embraced new challenges, and continued to innovate and grow. Our success is a testament to the dedication and hard work of our incredible team, the trust of our clients, and the support of our community. Thank you for being a part of our journey. 🙏 We look forward to many more years of success and growth together! https://lnkd.in/gEZJaXgQ
Cambridge Partners
Financial Services
Christchurch, Canterbury 707 followers
We offer financial advice, wealth management and specialist investment services throughout New Zealand.
About us
Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm. Our holistic, consultative approach puts the client at the heart of everything we do. We specialise in wealth management, retirement planning, investment portfolios, families and individuals and executive financial planning. Disclosure information is available on request and is free of charge.
- Website
-
http://www.cambridgepartners.co.nz
External link for Cambridge Partners
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Christchurch, Canterbury
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Investment Management, Financial Planning, Index Funds, Asset Class Investing, Retirement Advice, Executive Financial Planning, Independent Wealth Management, Investment Fiduciaries, Retirement Planning, and Funds Management
Locations
-
Primary
Get directions
62 Worcester Street
Level 5 Anthony Harper Tower
Christchurch, Canterbury 8011, NZ
Employees at Cambridge Partners
Updates
-
🎄 Season’s Greetings from Cambridge Partners! 🎄 As we wrap up a big year (celebrating 30 years in business!), we want to extend our heartfelt wishes to all our clients, team members and extended community. Have a lovely holiday season filled with joy, relaxation, and cherished moments with loved ones. Thank you for your continued support and collaboration throughout the year. We look forward to achieving new milestones together in 2025!
-
-
As the year draws to a close, Scott Rainey, CFA wraps up 2024 with a unique commentary on the predictions made by the five big banks. He is also taking a closer look at the forecasting abilities of the Reserve Bank of New Zealand - Te Pūtea Matua. Watch it below. https://lnkd.in/gyQCYqBM
The Rainey Review December 2024 Christmas Special
https://www.youtube.com/
-
Some of you might have met Hannah Hardy-Jones at our AI event earlier in the year. It has been incredible seeing her journey alongside Lucy Pink, focussing on truly putting their clients first. Contented is a game-changing (AI) tool made right here in Ōtautahi. It allows us to focus even more on the conversations with our clients and makes note-taking and meeting compliance obligations just that bit easier to manage.
Co-Founder-Contented | Turning conversations, meetings and musings into incredible content and insights | Human Centred Tech | Mental Health Advocate
I always have struggled with numbers, financial concepts and maths in general. Which is why I never imagined the financial services industry to be a key market for us. You tend to be drawn to customers who you know. Where you understand the day to day job they have. You get their knowledge. (This is why HR and leadership has always been a pull for me). But then we very quickly realised that the financial services industry is all about people. Not just numbers and data. That Contented and our passion for conversation and human connection is the perfect fit for this industry. From working with Cambridge Partners- and presenting at their event almost a year ago where they were drawn to our human messaging on AI and then came on board. To now seeing the passion James Howard, Fiona Davis and the team have for their clients and the value they place in human connection. David Andrew and the team at Capital Partners Private Wealth Advisers who recently won Best Professional Practice in Australia- and who has built his whole firm on providing the best service possible for their incredible clients (and who ooozes creativity and passion for people!) Lisa Walters, Brendon Vade and the team Lorica Partners who automatically saw the alignment in our values and that bringing out the best in people is the best way to use technology. People first. And Darren Weeks and Simon Brown CFP who lead BpH Wealth | Certified B Corp® who have taken a pragmatic and considered approach to technology and who were immediately drawn by the power of Contented to build up human capability and value in their team. We now have the most incredible clients around the world in the wealth management, investment and financial services. An industry with people and customers at the core. DM me if you would like to know about the Contented magic quickly making its way around the globe 🌍 Pic of me with my trusty calculator that I still use on the daily. I know I could use ChatGPT or google. But I love it. Anyone else love a calculator?!
-
-
Thanks, Waterford Press Ltd, for the great article! -- Azriel D'souza Digital Refinery
CEO and Financial Adviser - Helping individuals and families to build a better future for themselves and those closest to them.
Great to have Cambridge Partners featured in the Business South December edition! #wealthmanagement #financialadvice #investing #feeonly
-
We are excited to let you know about the latest development in our company's ownership journey (timely after our recent 30-year celebration)! Last week we welcomed Dominic Sheehan, Johnny Sharland and Paul (Yoon Soo) Choi to the Cambridge Partners shareholding group as our newest Principal Financial Advisers. This milestone reflects their exceptional contributions, leadership, and commitment to our clients and the long-term future of the firm. As we continue to grow, their shared vision will be extremely valuable in shaping our path forward. Please join us in congratulating them on this achievement! 👏
-
-
Cambridge Partners reposted this
Nexia Christchurch, Cambridge Partners, and Duncan Cotterill recently co-hosted a successful event focused on one of the biggest decisions a business owner can make - selling their business. Our expert panel - Craig Melhuish from Nexia Christchurch, Dominic Sheehan and James Howard from Cambridge Partners, Gareth Clendinning from Duncan Cotterill, and Brendan Prendergast, shared strategies to help business owners achieve a smooth, profitable exit. A key takeaway? Planning your exit well in advance is crucial. Thank-you to everyone who joined us to learn about taking the next steps toward a well-planned exit.
-
-
Early in November, clients, friends of the firm and team members gathered at the Christchurch Town Hall on a beautiful spring evening to celebrate a remarkable 30 years of business. It was a fantastic, warm evening, filled with a little nostalgia, good food and drink and plenty of excitement for the future. We extend our appreciation to everyone who attended and to our dedicated staff for making it a memorable event. #30yearsinbusiness #financialadvice #clientfirst
-
-
In the next 10 to 20 years, we’re going to see a massive shift of assets from one generation to the next. This transition brings both opportunities and challenges, especially for Kiwi families who might not be ready for the complexities of inherited wealth. https://lnkd.in/gTPKQQqe #wealth #wealthtransfer #financialadvice
-
If you say the word 'challenge' - you have got our attention! 🏆 Earlier this month, we participated in the 6h Mountainbike Blast as well as the 5k Corporate Challenge (in the same week!) It's amazing to see the team come together for a bit of fun, good causes, a bit of friendly competition and office banter! #corporatechallengechristchurch #6hmountainbikeblast #outofoffice #teamevent
-