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.

Recognising the unique financial goals and circumstances of each client, we tailor our approach to meet your specific needs. Our advisers demystify investments by communicating in clear, straightforward language, empowering you to make informed financial decisions.

Trust and communication are the cornerstones of our client relationships. We are committed to transparency throughout our engagement. From the initial consultation to regular reviews, we prioritise understanding your financial objectives, adapting to evolving circumstances, and collaborating to achieve your long-term goals.

Creating Passive Income for You

We specialise in assisting retirees to preserve capital and generate reliable passive income. Our advisers utilise extensive industry experience to design customised portfolios aligned with your financial objectives, employing a broad range of investment options, including NZX and ASX-listed securities, to create tailored income streams.

Our goal is to ensure your retirement is comfortable and financially secure, offering peace of mind through a steady income flow. Whether aiming to supplement your pension, maintain your lifestyle, or leave a legacy, we are here to assist.

Through diversification across asset classes and prudent risk management, we aim to deliver stable, sustainable income, even amid market uncertainties. Our suite of services includes fully managed wealth custody, self-managed financial advice, comprehensive broking, and estate sales assistance. Each service is designed with your best interests, ensuring a holistic approach to your investment needs.

Our Story

Established in 1985 by Chris Lee, Chris Lee and Partners Ltd has grown to oversee over $1.7 billion in funds under advice. We have earned a reputation for excellence in financial advisory services, serving clients nationwide with adaptive investment strategies catering to diverse 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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