48 | T T Karen Phelps Fee-only advice sets company apart James Howard, CEO. “Our commitment to putting clients first hasn’t wavered since our founding days.” Cambridge Partners “A fee-only model means complete transparency in our pricing structure and a clear alignment with what is in the best interest of our clients.” REGIONAL DEVELOPMENT One of New Zealand’s largest fee-only financial advisory firms is celebrating a milestone that few in the industry achieve – three decades of helping Kiwis make better financial decisions and build better futures. From its Christchurch base, Cambridge Partners has grown into a local institution of wealth management, now boasting 13 financial advisers and a total staff of 27. The journey began in 1994 with the establishment of Bradley Nuttall, which would later merge with IQ2 Private Wealth to form Cambridge Partners in 2017. “Our commitment to putting clients first hasn’t wavered since our founding days,” says James Howard, CEO of Cambridge Partners. “We’ve maintained the revolutionary approach of being fee-only advisers, which was a new concept in New Zealand when first introduced in 1998, as most advisers and brokers were still operating on commission-based models that prioritised product sales over client needs. “A fee-only model means complete transparency in our pricing structure and a clear alignment with what is in the best interest of our clients. “Thirty years on, it continues to set us apart in the industry today. We’re focused on understanding each client’s unique values and goals and what matters most to them, rather than pushing products or following trends. Dominic Sheehan, financial adviser and Head of Advice “This personalised approach, combined with our evidence-based investment philosophy, has been key to our longevity.” The firm’s client-first philosophy has proven more than effective, with the company still working with clients who have been there for the full 30-year journey. Cambridge Partners’ success can also be attributed to its early adoption of independent custodial platforms, and its focus on holistic wealth management. This includes comprehensive consideration of lifestyle goals, cash-flow modelling, tax considerations, estate planning, and inter-generational wealth transfer. The company also provides specialised services for US expats, returning Kiwis and international investors. The company’s commitment to excellence is reflected in its certifications. It holds the distinction of being certified by the Centre for Fiduciary Excellence (CEFEX) – the first New Zealand-owned financial advisory business to achieve this global accreditation. Additionally, the firm has secured net carbon zero certification from Toitū Envirocare, and is a current and founding member of the Global Association of Independent Financial Advisers (GAIA). James has ambitious plans for the company’s future. “We want to help more people build better futures,” he explains. “The world is changing at a rate greater than before, so the need for professional financial advice and wealth management that cuts through the noise will become more important than ever.” The firm has successfully navigated its founders’ succession, with a new generation of leaders now at the helm. This transition has been carefully managed over the past three years, ensuring continuity of service and preservation of the company’s client-centric culture. James says the company’s board has been instrumental in setting up the foundation for the next 30 years in business. “While we’re proud of our history, we’re even more excited about our future,” he says. “We’re seeing increasing demand for our services as more people recognise the value of fee-only financial advice.” Website Design & Development Search Engine Optimisation Online Advertising (ads) Marketing Dashboard Branding & Design Driving Digital Growth. Your Trusted Marketing Partners That Drive Results www.digitalre inery.co.nz hello@digitalre inery.co.nz +64 93 007 122 Proudly supporting Cambridge Partners F INANCIAL ADV ICE I WEALTH MANAGEMENT Retirement Planning, Growing & Protecting Wealth UK Pension & Investor Visa, US Expat Investing Christchurch-based 30 Years Experience Fee-only Financial Advice www. camb r i dgepa r t ne r s . co . nz Level 5 62 Worcester Street 0800 864 164
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