Cambridge Partners Limited

Financial Services Provider

★★★★★

4.5 Read 11 reviews on Google

Source: Google Business Profile. Reflects this firm's listing, not individual advisers.

Christchurch Central

FSPR Registered

FSP Number: FSP26104

NZBN: 9429037884345

Team Size: 11 advisers

Verify on FSPR

About Cambridge Partners Limited

What is Cambridge Partners Limited?

Cambridge Partners Limited is a financial services provider, based in Christchurch Central, with 15 years on the FSPR register, and 11 appointed advisers on file.

How is Cambridge Partners Limited regulated?

Cambridge Partners Limited is registered on the Financial Service Providers Register (FSPR)as FSP26104, with first registration in 2010. Disputes are handled by Financial Dispute Resolution Scheme. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Cambridge Partners Limited offer?

Cambridge Partners Limited's Public Disclosure Statement lists the following scope of advice: Investment Advice and Planning (including strategic asset allocation, investment recommendations, and cash management), Retirement Planning and KiwiSaver, Class Discretionary Investment Management Services (DIMS), Investment Advice and Planning for US Citizens, Investment Advice and Planning for expats and migrants. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Cambridge Partners Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: mixed
Commission: Yes
Dispute scheme: FDRS
Services: 5 named
FAQs: 9 answered
Linked docs: 3

Scope of advice

Investment Advice and Planning (including strategic asset allocation, investment recommendations, and cash management)
Retirement Planning and KiwiSaver
Class Discretionary Investment Management Services (DIMS)
Investment Advice and Planning for US Citizens
Investment Advice and Planning for expats and migrants

Contact Information

Phone

0800 864 164

Email

Not available

Website

www.cambridgepartners.co.nz

Address

Level 5,62 Worcester Street,Christchurch Central,8013,New Zealand

About Cambridge Partners Limited

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Public Disclosure Statement

Cambridge Partners Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

→ View Cambridge Partners Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FDRS
Scope of advice (verbatim from PDS): Investment Advice and Planning (including strategic asset allocation, investment recommendations, and cash management)
Retirement Planning and KiwiSaver
Class Discretionary Investment Management Services (DIMS)
Investment Advice and Planning for US Citizens
Investment Advice and Planning for expats and migrants
Specialties: Retirement Planning
Investments
Kiwisaver
Financial Planning

Hover any specialty to see its source. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.
Ownership: Cambridge Partners Limited (FSP26104); some advisers are shareholders and may receive dividends

Verbatim quotes from Cambridge Partners Limited's PDS (7 fields cited)

Fees

“The fees charged for our initial advice and ongoing services may be based on a combination of a set dollar amount or a percentage-based fee.”

Commission

“Commission, brokerage, or other forms of payment payable to us from making investment recommendations are fully rebated to clients.”

Product panel

“We are not tied to any product provider, and the specific details of providers we recommend will be detailed in our advice documentation.”

Conflicts of interest

“Our advisers are all remunerated by salary and a discretionary bonus. The discretionary bonus is based on a number of metrics set at the start of each financial year, including achieving client service levels, compliance obligations and new business. Cambridge Partners receives all adviser and planning fees disclosed.”

Scope of advice

“We can provide advice on the following areas: - Investment Advice and Planning (including strategic asset allocation, investment recommendations, and cash management) - Retirement Planning and KiwiSaver - Class Discretionary Investment Management Services (DIMS) - Investment Advice and Planning for US Citizens - Investment Advice and Planning for expats and migrants”

Dispute resolution

“If the complaint is not resolved to your satisfaction, using our internal process, you can access a free and independent resolution company, Financial Disputes Resolution Service, which will help with investigating or resolving your complaint.”

Ownership

“Some of our advisers are shareholders in Cambridge Partners and may receive dividends as and when declared. Your adviser will confirm if this applies to their situation.”

Verbatim spans extracted from the source PDS dated 2026-05-24. Each quote was substring-verified against the original document; spans that failed verification were dropped. View source.

Services this firm offers

Named service offerings extracted from Cambridge Partners Limited's PDS. Names are verbatim from the source document; descriptions and fee notes are AI-summarised — refer to the original PDS for binding wording.

Investment Advice and Planning
Advisory

Strategic asset allocation, investment recommendations, and cash management for general clients.

Fees: Initial plan $1,000–$5,000 + GST; ongoing monthly fee as % of FUM on sliding scale.

For: retail
Retirement Planning and KiwiSaver
Advisory

Retirement planning advice including KiwiSaver advised solutions.

Fees: KiwiSaver adviser fee 0.45%–0.84% p.a. (incl. GST) plus underlying provider/investment fees.

For: retail
Class Discretionary Investment Management Services (DIMS)
DIMS

Discretionary investment management service where Cambridge Partners manages portfolios on behalf of clients.

Fees: Monthly fee as % of FUM on sliding scale; flat $3,500 p.a. + GST for portfolios under $320,000.

For: retail
Investment Advice and Planning for US Citizens
Advisory

Specialist investment advice and planning tailored for US citizen clients.

Fees: Initial plan $2,000–$5,000 + GST; ongoing fees as % of FUM on sliding scale.

For: retail
Investment Advice and Planning for expats and migrants
Advisory

Specialist investment advice and planning for expatriates and migrants.

Fees: Fees based on combination of set dollar amount or percentage-based fee; agreed before engagement.

For: retail

FAQs from this firm's PDS

Common consumer questions answered in Cambridge Partners Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

What is Cambridge Partners and what do they do?

“Cambridge Partners is an independent investment fiduciary, financial advisory, and wealth management practice based in Christchurch, servicing clients throughout the country. Our team of experienced advisers builds and manages customised investment portfolios for clients and further supports them through expert financial planning and other specialist services.”

What licence does Cambridge Partners hold?

“Cambridge Partners Limited (FSP26104) is a Financial Advice Provider holding a license issued by the Financial Markets Authority (FMA) to provide financial advice. Cambridge Partners holds a Discretionary Investment Management Service (DIMS) license.”

What areas can Cambridge Partners provide advice on?

“We can provide advice on the following areas: - Investment Advice and Planning (including strategic asset allocation, investment recommendations, and cash management) - Retirement Planning and KiwiSaver - Class Discretionary Investment Management Services (DIMS) - Investment Advice and Planning for US Citizens - Investment Advice and Planning for expats and migrants”

How are fees charged?

“Any fee charged to you subsequently will depend on the nature and scope of the advice or service we provide. We will discuss and agree on the actual fees with you before we proceed and explain how they are payable.”

Does Cambridge Partners charge for an initial meeting?

“We do not charge for an initial meeting where we get to know you.”

How does Cambridge Partners handle commissions?

“Commission, brokerage, or other forms of payment payable to us from making investment recommendations are fully rebated to clients.”

How does Cambridge Partners handle conflicts of interest?

“We take any perceived or real conflicts of interest very seriously and have a Conflicts of Interest Policy for dealing with such issues whereby we avoid, disclose, and/or manage conflicts to ensure at all times, we place our client's interests above our own. All of our advisers undertake annual training regarding recognising and managing conflicts of interest.”

What should I do if I have a complaint?

“If you have a problem, concern, or complaint about any part of our advice or service, please contact your adviser in the first instance. Alternatively, you can put your complaint in writing to our Compliance Manager. An initial acknowledgement of receipt will be provided within 24 hours, unless outside of working hours. The Compliance Manager will then formally acknowledge the complaint within five working days, and then in good faith, try to resolve the matter as per our internal complaints process.”

What independent dispute resolution is available?

“If the complaint is not resolved to your satisfaction, using our internal process, you can access a free and independent resolution company, Financial Disputes Resolution Service, which will help with investigating or resolving your complaint.”

Additional disclosure documents

Documents linked from Cambridge Partners Limited's PDS. URLs verified to appear in the source document at extract time; links may rot — verify with the firm before relying on a specific version.

Cambridge Partners Disclosure Statement (PDF) – 31 March 2026 · Service Disclosure Statement
Privacy Policy · Privacy Policy
Complaints Handling Policy · Complaints Process

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier B). Verbatim quote block above is Sonnet-extracted then substring-verified against the source markdown. For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.