Chris Lee & Partners
- Est. 1985 - Paraparaumu, New Zealand
Independent advice.
Trusted for over forty years.
Helping New Zealand investors build wealth, prepare for retirement, and generate reliable income from their investments.
For more than four decades, Chris Lee & Partners has provided independent financial advice focused on growing and protecting the capital clients have worked hard to build.
About Us
Founded in 1985, Chris Lee & Partners is one of New Zealand’s longest-established independent financial advisory firms. From our base on the Kāpiti Coast we advise clients across the country on investment portfolios, retirement planning, and long-term wealth management.
Many of our clients are approaching or living in retirement and want clear guidance on how to structure their investments for the years ahead.
Personal advice from advisers who take the time to understand your circumstances.
Today Chris Lee & Partners oversees more than $1.8 billion in funds under advice. For more than forty years our reputation has been built on putting clients first and focusing on investment strategies that deliver reliable income and long-term financial security.
Our Philosophy
Clear guidance. Long-term relationships.
We believe good investment advice should be straightforward, transparent, and tailored to each client’s objectives. Every portfolio we construct reflects an individual’s goals, timeframe, and tolerance for risk.
Our role is not just to recommend investments, but to help clients understand the decisions being made and feel confident about their financial future.
Creating Passive Income for You
Our focus is helping investors and retirees build stable, sustainable cashflow.
Portfolios designed to preserve capital and provide reliable income
Diversified investments across New Zealand, Australian and global markets
Disciplined risk management designed to withstand changing market conditions
Our services include fully managed wealth custody, personalised financial advice, comprehensive sharebroking, KiwiSaver advice, reverse mortgages, and estate sale assistance.
Each service is designed to support your long-term financial wellbeing.
Let’s Talk
If you would like to discuss your investments, contact us on 04 296 1023 or email office@chrislee.co.nz to arrange a free initial consultation.
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