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 to investors who want clear guidance, personal service, and portfolios built around their long-term needs.
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 retirement, already retired, or seeking professional guidance on how to structure their investments for the years ahead.
We provide personal advice from advisers who take the time to understand each client’s circumstances, objectives, income needs, and tolerance for risk.
Today, Chris Lee & Partners oversees more than $1.85 billion in funds under advice. Our reputation has been built over many years by putting clients first, explaining investment decisions clearly, and focusing on strategies designed to preserve capital, produce income, and support 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 simply to recommend investments. We help clients understand the decisions being made, the risks being taken, and how their portfolio is positioned for the years ahead.
Income-focused investment advice
Many investors come to us because they want their capital to produce reliable income without taking unnecessary risk.
We help clients build portfolios designed to:
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
Support retirement planning and long-term financial independence
Our services include managed wealth portfolios, personalised financial advice, sharebroking, KiwiSaver advice, reverse mortgage advice, and estate sale assistance.
Each service is designed to support clients with practical advice, careful portfolio construction, and ongoing guidance.
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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