Cambridge Partners

15/07/2026

We're growing! 🌱

Cambridge Partners is looking for an Onboarding Specialist to join our team.

This newly created role is a fantastic opportunity for someone who is passionate about client experience, enjoys building relationships, and thrives on keeping people and processes moving smoothly.

If you'd like to play a key role in helping our new clients start their financial journey with confidence, we'd love to hear from you!

Guide new clients through a seamless onboarding journey, delivering exceptional service and ensuring a smooth transition to ongoing advice.

04/03/2026

🍂 Autumn is the perfect season to settle in with a good read.

In the latest Avenues magazine, Dominic Sheehan and Elliot Harvey dive into why KiwiSaver is a true game‑changer, and how personalised advice can make a significant long‑term difference.

With more market volatility on the horizon, having the right KiwiSaver strategy (and someone unbiased to guide you) can help you stay the course.

It’s a bit like rugby: you need a solid game plan, tailored to your team and the conditions, adaptability, and a great coaching crew in your corner.

If you haven’t checked out the article yet, it’s well worth a read.

https://issuu.com/27publishersltd/docs/avenues_243_march_2026/29

16/02/2026

https://cambridgepartners.co.nz/a-path-to-tomorrow/

11/02/2026

Beyond Investments: Building a Complete Wealth Protection Strategy

Picture this: you insure your car, your family home, and even your phone. But what about the personal asset that generates the income to pay for all of these?

As Financial Advisers, we often meet with clients and identify that they have overlooked critical safeguards that could jeopardise their current lifestyle, retirement or estate planning.

Margot Lensen, our Financial Adviser, writes about what many high earners didn't consider.

Learn about key gaps in insurance, estate planning, and investments to secure and protect your wealth.

09/02/2026

Age-Gap Relationships & Financial Planning

Recently, our Financial Adviser Pip Kean sat down with Canterbury Today to reflect on age‑gap relationships and how different life stages can shape the way couples approach financial planning.

While age-gap dynamics can bring unique considerations, one thing remains true for all our clients: sound financial planning matters at every age and stage.

At Cambridge Partners, we’re proud to support people from all walks of life. Whether you are just starting out, navigating major transitions, or planning for the future alone, with your spouse or with a partner at a different life stage. Often, our conversations uncover reflections and opportunities you may not have considered.

It’s a privilege to walk alongside clients through these moments and help build clarity, confidence, and a plan that truly supports the life they want.

08/02/2026

We’re hiring! 🎉

Cambridge Partners is looking for an Associate Adviser to join our Specialist Advice team. It's a fantastic role for someone with a strong professional background who is curious, client‑focused, and interested in building their financial advice career!

If you know someone who might be a great fit, please share this post. And if you would like to learn more, feel free to get in touch!

Applications close 27 February.

Support advisers on specialised, cross‑border and complex client work, with structured training and a clear pathway to Financial Adviser status.

03/02/2026

🌟 Money Happiness Lessons for 2026 🌟

What financial habits will matter most this year?

Whether you’re building wealth, navigating change, or simply wanting more confidence with your finances, this article is worth a read.

You’ve probably heard the saying, “money can’t buy happiness.” But for most of us, it achieves something almost as valuable: it buys peace of mind.

01/02/2026

We’re proud to be featured in the Legacy Issue of Avenues magazine! ✨

Co-Founder Andrew Nuttall, shares the journey that has shaped our business over the past 30+ years, and James Howard articulates our focus for the years ahead: continuing to serve our clients with advice, care, and longevity.

☕️ Did you catch the article with your morning coffee?

If not, keep an eye out. The Avenues Legacy Issue is now available around town!

26/01/2026

When did you last review your KiwiSaver fund selection? If you’re like many New Zealanders, the answer is probably “never” or “not for years.” While a set-and-forget approach might feel convenient, it could be costing you thousands of dollars in retirement savings.

When did you last review your KiwiSaver fund selection? If you’re like many New Zealanders, the answer is probably “never” or “not for years.”

10/01/2026

What my mate asked me at the Christmas Barbeque...

Particularly around Christmas, we get asked a lot of questions about investments, retirement planning and financial markets. Have you got questions like these?

Book a call with us for 2026 and start the year with clarity.