Chris Lee & Partners
- Est. 1985 - Paraparaumu, New Zealand
Independent advice.
Trusted for over forty years.
About Us
Founded in 1985, Chris Lee & Partners is the longest-established independent financial advisory firm in the region. We are New Zealand's retirement investment specialists — helping those planning for retirement, those who have just retired, and those already living in retirement to build reliable income, preserve their capital, and enjoy financial peace of mind. Personal advice, from advisers who genuinely know you.
Our Philosophy
Straightforward guidance. Long-term relationships.
Every client is different. We design portfolios to match your goals - whether that's capital preservation, reliable monthly income, or building wealth for the next generation - and we explain every recommendation in plain language. No jargon, no surprises.
Creating Passive Income for You
Our focus is helping retirees and income-seekers build stable, sustainable cashflow.
- Portfolios designed to preserve capital and provide reliable income
- Investments across NZX and ASX securities with careful diversification
- Disciplined risk management to withstand market changes
Our services include fully managed wealth custody, self-managed financial advice, comprehensive broking, Kiwisaver, Reverse Mortgages and estate sales assistance. Each service is designed with your best interests, ensuring a holistic approach to your investment needs.
Our Story
Founded in 1985 by Chris Lee, we now oversee more than $1.8 billion in funds under advice. For over 40 years, our reputation has been built on putting clients first and delivering income-focused investment strategies that make a meaningful difference.
Let’s Talk
Contact us today on 04-2961023 or via email office@chrislee.co.nz to schedule a free initial consultation.
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