At Chris Lee and Partners Ltd, we place a strong emphasis on integrity, transparency, and building lasting relationships with our clients. Our core belief is to empower your financial success through clear, comprehensive advice and informed decision-making. We understand that every individual, family, and business has unique financial goals and circumstances, and that the investment world can often seem complex and daunting. That's why our dedicated team of advisers speak in plain language and offer investment advice to meet your needs. We pride ourselves on our commitment to our clients. From the initial consultation to the regular follow-ups, our focus remains on understanding your financial aspirations and working together to achieve them.
We specialise in catering to retirees seeking to protect their capital and generate a steady stream of passive income. Our dedicated team of advisors use their knowledge and industry experience to build and manage portfolios that provide a steady passive income, utilising a broad array of investment instruments, including NZX and ASX listed securities, to create an income stream that suits your specific needs.
We provide a suite of services including financial advice, managed portfolios, 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.
Chris Lee and Partners Ltd was founded in 1985 by Chris Lee, and has grown to over $1.6 billion in funds under advice. We serve a diverse range of clients spread across New Zealand, demonstrating our adaptability and commitment to meeting varied investment needs.
Contact us today on 04-2961023 or via email firstname.lastname@example.org to schedule a free initial consultation.