Investing for financial gain and doing good do not have to be mutually exclusive concepts. We offer investors a range of portfolios to allow them to express their social and sustainable preferences with their investments. How can you incorporate your values into your investments? Individuals generally have three major ways of expressing their social and […]
Investing for your values: Socially Responsible Investing Read More »
Cambridge Partners constructs investment portfolios for your financial situation, preferences and objectives. We offer a range of model portfolios and socially responsible investment portfolios that suit different levels of risk and return objectives. Our model portfolios Each of our model portfolios suit different risk and return objectives with an overall target allocation to growth assets
A proven solution: Our Investment Portfolios Read More »
A professionally developed plan is the best way to ensure your financial, lifestyle, and personal goals are achieved – now, and into the future. How we structure your plan Our highly experienced advisers look to understand your values and goals, identify your specific needs (present and future), and work with you on the ideal investment
A proven formula: Your personalised Financial Plan Read More »
David Booth, Executive Chairman and Founder of Dimensional Fund Advisors, discusses how to easily pick the right Financial Adviser for you. With more than 10,000 Financial Advisers in New Zealand, how do you pick one? Who should you cross off your list? First, eliminate the stock pickers. Those are the people making predictions about which
How to easily pick a Financial Adviser Read More »
At Cambridge Partners, we follow an evidenced-based approach and design investment portfolios based on academic research. This has led to the development of 10 time-tested investment principles that we employ to improve your odds of success. Our Investment Principles 1. Embrace market pricing The market is an effective information-processing machine. Each day, the world equity
10 evidence-based investment principles Read More »
Our consultative wealth management process is designed to set your entire financial house in order and to keep it that way for the rest of your life. Richard Austin, Co-Founder Is Your Financial House in Order? Can you recall the last time you sat down and worked out where you are financially and where you
Getting Your Financial House in Order Read More »
On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and other regional banks. Rather than rummaging through your portfolio looking for
When headlines worry you, bank on investment principles Read More »
As Financial Advisers, a common question we are asked, given the current market volatility and high inflation, is whether they would be better off investing in term deposits, given that New Zealand banks are now offering 5.50% – 6.00% per annum for a 12-month term deposit. The answer to this question is that investing in
Should I switch to Term Deposits? Read More »
For many New Zealanders, term deposits have been a popular (and quite profitable) method to grow savings and even provide a reliable source of income in retirement. However, as interest rates have steadily dropped over the last few years, those of us who rely on term deposits have become increasingly uncomfortable with the returns we
Building Wealth Series:Beyond Term Deposits Read More »
When it comes to industries, the investment industry is one of the more male dominated around. Because of this, many people just assume that men are better investors. They would be wrong. According to data from US financial services giant Fidelity Investments, women are actually superior investors. At least, that’s what US data appears to
Why Women Make Better Investors Read More »
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