Chris Lee & Partners (CLP), a licensed financial advice provider, provides financial advice and broking services (buying and selling of shares and bonds) to investors across New Zealand. The company was established in Paraparaumu by Chris Lee in 1985 and currently has total funds under advice exceeding $1.6 billion.
We have six Financial Advisers: Chris Lee, Michael Warrington, David Colman, Johnny Lee and Edward Lee who operate from Paraparaumu and Kevin Gloag who operates from Queenstown. We regularly visit most major towns/cities across NZ to meet new and existing clients. Business can be transacted in person or via email & phone.
Our philosophy is to provide our clients with affordable, honest and independent advice. The scale of fees charged by our industry, usually as a percentage of wealth, are, in our view, excessive and cause a serious reduction to the net returns received by investors. This distorts the return for risk outcome (same risk for reduced net return). Instead of charging a percentage of wealth, we charge a low annual fee for financial advice. We believe our pricing model is the most competitive in the market for independent financial advice. We are happy to share research and data with clients. We do not charge for consultations and we are always available to discuss investment opportunities with our clients.
We analyse investment opportunities as they arise, and try to remain in regular contact with some of the directors or senior executives of the companies that we recommend. We consult with other relevant professional analysts for alternative opinions. Our advice is based on our belief that for most retired people security, liquidity and reliable regular income are more important than capital growth. Accordingly a large percentage of client money is invested in fixed income products such as bonds, capital notes, preference shares, bank deposits, property entities or mature companies with regular dividends.
Our advice is based on knowledge, genuine experience with investing and close contact with capital markets. All advice will be honest and impartial. We fiercely maintain our non-aligned status, and we speak out against any industry practices that, in our opinion, are not in the best interest of investors.
All new investors are welcome to contact us.