Cambridge Partners is one of New Zealand’s leading fee-only financial advisory and wealth management firms. We put our clients’ interests first in everything we do and follow an evidence-based investment approach.
New Zealand’s unmatched quality of life and vibrant, stable business environment makes the country an ideal destination for high-net-worth individuals and families who are looking for a safe haven or just a change of lifestyle.
We offer a personal wealth service for high-net-worth investors and families living or investing into New Zealand. We are also New Zealand’s leading firm for US citizens, helping to navigate the additional tax complexities which apply.
We work with investors targeting either the growth or balanced investment categories.
We work with you from planning, through implementation and reporting. We also partner with immigration advisers to ensure your visa requirements are approved, tracked and met along the way. We will also work with your US advisers to ensure the plan fits within your global strategy. We do not have our own products or funds, ensuring you have a client first approach to your investing experience in New Zealand.
In the end, it’s all about having financial peace of mind, so you can relax and enjoy all the great things that attracted you to invest in New Zealand in the first place.
Growth Category: Requires a minimum investment of NZD 5 million in managed funds and direct business investments, both of which must be approved by New Zealand Trade & Enterprise (NZTE) Investments must be held for a period of three years Investors must spend at least 21 days in New Zealand over this period
Balanced Category: Requires a minimum investment of NZD 10 million across a broader range of eligible investment options, including equities, bonds, managed funds, direct business investments, property development, and philanthropy Investments must be held for a period of five years Investors must spend at least 105 days in New Zealand over this five-year period, though this requirement may be reduced with a higher investment
Growth Category: Requires a minimum investment of NZD 5 million in managed funds and direct business investments, both of which must be approved by New Zealand Trade & Enterprise (NZTE) Investments must be held for a period of three years Investors must spend at least 21 days in New Zealand over this period
Balanced Category: Requires a minimum investment of NZD 10 million across a broader range of eligible investment options, including equities, bonds, managed funds, direct business investments, property development, and philanthropy Investments must be held for a period of five years Investors must spend at least 105 days in New Zealand over this five-year period, though this requirement may be reduced with a higher investment
– Murray B
– Axel S
“Initially (when we came to Cambridge Partners) it was about the money. But what’s been a nice perk, I suppose, is the fact that they’re far more interested in helping us as a people and helping us in achieving our goals.”
– Tara B
“Cambridge Partners instilled confidence in us with their personalised approach to our investments and we are very pleased with their performance and service. Top notch.”
– Herb and Marguerite C
"*" indicates required fields
