First class service and help, a big thanks 
Financial Advice for UK Migrants to New Zealand
Many new clients tell us they are uncertain about their present financial situation and how it will be affected by migrating to New Zealand.
New Zealanders speak the same language as in the United Kingdom; enjoy the same television programs and a similar culture, but have quite different laws affecting society, investment and tax.
We know because we've been there...
Our aim is to help our clients make the most of their United Kingdom financial situation and provide a smooth transition into New Zealand. Our advisers have lived and travelled throughout the United Kingdom. They are familiar with both the United Kingdom and New Zealand and are able to explain their recommendations in simple, jargon-free language, which gives clients the confidence to make informed decisions.
We're in it for the long haul
We strive towards establishing a long-term working relationship with our clients. Each client works with an experienced adviser and a team of specialists, who evaluate a range of scenarios and develop long-term strategies to meet the client's lifestyle and financial aspirations. They work with a team, which often includes successful United Kingdom migrants and this helps guarantee the client access to professionals, who fully understand their circumstances and their reasons for starting a new phase in their life.
This approach is reinforced with a strong emphasis on personal needs and wants and enables Orientation New Zealand to develop long term strategies to help clients meet their goals.
Smart financial growth strategies
We make sure the strategies that we have developed to provide financial growth and planning remain flexible enough to adapt to changing life and family circumstances and enable clients to take advantage of new opportunities, as they arise. We conduct regular reviews of a client’s situation, track their progress and fine-tune their strategies to achieve the required objectives.
Please note: a disclosure statement is available on request and free of charge.