Our Philosophy

At Chris Lee and Partners Ltd, we emphasise integrity, transparency, and building lasting client relationships. Our goal is to empower your financial success by providing clear advice and helping you make well-informed decisions. We understand that each individual, family, and business has unique financial goals and circumstances, which is why our approach is always tailored to suit your specific needs. Our dedicated team of advisers simplifies investment complexities by speaking in plain language, providing you with the information you need to make the best choices for your financial future. We believe that trust and communication are the foundation of successful partnerships, and we pride ourselves on our commitment to transparency at every stage of the process. From the first consultation to ongoing reviews, we focus on understanding your financial goals, adapting to your changing circumstances, and working together to achieve those goals over the long term.

Creating Passive Income for You

We specialise in helping retirees protect their capital while generating a reliable passive income. Our advisors leverage extensive industry experience to design customised portfolios that align with your financial goals, using a broad range of investment options, including NZX and ASX-listed securities, to create an income stream that suits your specific needs. Our focus is on ensuring that your retirement years are comfortable and financially secure, providing you with peace of mind through a steady and predictable income flow.

Whether you are looking to supplement your pension, maintain your lifestyle, or leave a legacy for your loved ones, we are here to help. Our team carefully selects investments that are designed to provide consistent returns, balancing income generation with capital preservation. We understand the importance of safeguarding your assets while ensuring that your investments continue to work for you. By diversifying across different asset classes and carefully managing risk, we strive to deliver stable and sustainable income, even in uncertain market conditions.

We provide a suite of services including a full wealth managed custody service, to a self-managed financial advice service. We also provide comprehensive broking services and estate sales assistance. Each service is designed with your best interests in mind, ensuring a holistic approach to your investment requirements.

Our Story

Founded in 1985 by Chris Lee, Chris Lee and Partners Ltd has grown significantly over the years and now oversees over $1.7 billion in funds under advice. We have built a reputation for excellence in financial advisory services, serving clients across New Zealand with personalised and adaptive investment strategies that cater to a wide range of financial goals. Our growth has been driven by our commitment to putting clients first, understanding their needs, and delivering solutions that make a meaningful difference in their financial lives.

Contact us today on 04-2961023 or via email office@chrislee.co.nz to schedule a free initial consultation. 

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