We offer financial advice, wealth management and specialist investment services throughout New Zealand.
Cambridge Partners is a leading financial services firm dedicated to providing comprehensive financial advice, wealth management, and specialist investment services across New Zealand. With a commitment to a holistic, client-centered approach, Cambridge Partners places the client's financial well-being at the heart of all operations.
Located at the primary address of 62 Worcester Street, Level 5 Anthony Harper Tower, Christchurch, Canterbury 8011, NZ, Cambridge Partners specializes in wealth management, retirement planning, and constructing customized investment portfolios. The firm expertly serves families, individuals, and executives, ensuring tailored financial strategies that align with each client's unique needs and goals.
Cambridge Partners is dedicated to excellence and strives to deliver exceptional value through independent wealth management and strategic financial planning. To discover more about how Cambridge Partners can help you achieve your financial aspirations, we invite you to explore their services. Manager, we invite you to create a customized and exclusive company showcase and product listing on our platform to highlight Cambridge Partners' offerings to a wider audience.
Cambridge Partners est une entreprise de services financiers de premier plan dédiée à fournir des conseils financiers complets, une gestion de patrimoine et des services d'investissement spécialisés à travers la Nouvelle-Zélande. Avec un engagement envers une approche holistique et centrée sur le client, Cambridge Partners place le bien-être financier du client au cœur de toutes ses opérations.
Situé à l'adresse principale de 62 Worcester Street, Level 5 Anthony Harper Tower, Christchurch, Canterbury 8011, NZ, Cambridge Partners se spécialise dans la gestion de patrimoine, la planification de la retraite et la construction de portefeuilles d'investissement personnalisés. L'entreprise sert avec expertise les familles, les particuliers et les dirigeants, en assurant des stratégies financières sur mesure qui correspondent aux besoins et aux objectifs uniques de chaque client.
Cambridge Partners se consacre à l'excellence et s'efforce d'offrir une valeur exceptionnelle grâce à une gestion de patrimoine indépendante et une planification financière stratégique. Pour en savoir plus sur la façon dont Cambridge Partners peut vous aider à atteindre vos aspirations financières, nous vous invitons à explorer leurs services. Manager, nous vous invitons à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre en évidence les offres de Cambridge Partners auprès d'un public plus large.
Compare Cambridge Partners with 3 companies in Financial-Services
| Comparison Field |
Cambridge PartnersMain Company |
Liberty Wealth Advis...View Profile |
Evelyn PartnersView Profile |
Forbes Wealth Manage...View Profile |
|---|---|---|---|---|
|
Founded Year
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— | 1999 | 1987 | |
|
Company Size
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— | 11-50 | 1,001-5,000 | 2-10 |
|
City
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Christchurch, Canterbury | Royal Oak, Michigan | Carberry, Manitoba | |
|
Country
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New Zealand | United States | ||
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Skills & Keywords
Comparing with main company
|
14 Total Skills
Financial Advice
Wealth Management
Investment Services
Retirement Planning
Investment Portfolios
Executive Financial Planning
Independent Wealth Management
Investment Management
Investment Fiduciaries
Retirement Advice
Index Funds
Financial Planning
Asset Class Investing
Funds Management
|
9 Total
1 Common
8 Unique
Match
7%
Common Skills:
Wealth Management
Unique Skills:
Asset Allocation
College Education Planning
DFA
Estate & Legacy Planning
Exchange-Traded Funds (ETFs)
Index Investing
+2
|
13 Total
1 Common
12 Unique
Match
7%
Common Skills:
Wealth Management
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+6
|
7 Total
1 Common
6 Unique
Match
7%
Common Skills:
Wealth Management
Unique Skills:
Business Structuring
Corporate Structuring
Estate Planning
Farm Succession
Financial Advising
Insurance Planning
|
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