Newly merged financial advice firm hits the market

Published: Mon 16 Oct 2017 02:15 PM
Newly merged financial advice firm hits the market
Independent financial advisory firms Bradley Nuttall and iQ2 Private Wealth merge into Cambridge Partners Limited.
Cambridge Partners is one of the largest independent fee-only financial advisory firms in New Zealand and will be a significant figure in both Christchurch and New Zealand’s financial advice scene. Leveraging Bradley Nuttall’s 23 years of experience in personalised financial advice, the firm has a unique outlook on financial planning, offering a holistic and transparent evidence based investment approach to its clients. Cambridge Partners is one of only a few DIMS (discretionary investment management service) licensed firms in New Zealand which also holds the prestigious Centre for Fiduciary Excellence (CEFEX) certification for global best practice standards in investment management.
Jacob Wolt, Founder, Director & Principal Adviser, Cambridge Partners, notes that Bradley Nuttall and IQ2 Private Wealth hold the same key values. “Independence, Integrity and transparency are of utmost importance when advising our clients. We’ve both developed an enduring investment philosophy based on leading edge academic theory and research and we are both fee only, which means that we do not accept commissions from any investment products. This merger enables us to join forces to bring expert, independent and transparent financial advice to even more people across New Zealand."
Cambridge Partners will offer a nationwide service and will be relocating into new offices in the Te Uruti Building at 48 Hereford St in March 2018
The Board of the new business will comprise the business founders, Richard Austin, Steve Mander, Andrew Nuttall and Jacob Wolt along with independent CPL chairperson, Julie Bohnenn. Scott Rainey and Todd Sutton will also be continuing shareholders.
Cambridge Partners publishes new book around retirement
In addition to financial management, Cambridge Partners is an authority on retirement planning, offering a holistic approach, which involves integrating both financial and life stage planning to achieve a more satisfying retirement.
The new company has co-authored a new book around retirement planning in New Zealand with the Canadian world retirement expert Barry LaValley. The book is a self-educate book that prepares pre-retiree and retirees to cope with the psychological and financial aspects of retirement in New Zealand. Based on Cambridge Partners’ and LaValley’s long career and experience they both conclude that for most people retirement does not just have a financial impact, but can involve an unexpected emotional one.

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