Luke McKenzie:

Certified Financial Planner

Luke is a New Zealand Financial Planner and Investment Advisor, who specialises in New Zealand based advice for new migrants from the United Kingdom. His extensive business experience provides him with an excellent background for financial planning. He is a competent financial advisor with the knowledge and ability to advise on all aspects of financial advice including risk management, estate planning, New Zealand Superannuation and investments. He is also experienced in UK pensions, endowments and investments.

He is a member of the Insititue of Finance Advisors and is bound by the high ethics, standards and disciplinary process detailed In the IFA Standards of Professional Practice.

Luke is married, has two teenage children and lives in New Zealand, the best place in the world.

Todd McKenzie:

Financial Advisor / Overseas Liaison

Todd, was until recently UK based, working as an International Tax Specialist. He previously studied in New Zealand towards being an accountant before departing to further his experiences in the United Kingdom. He worked for five years for a privately owned Independent Financial Advisory firm specialising in tax and financial advice for UK migrants to Australia and New Zealand, rising to the rank of Company Director.

Todd then helped establish Orientation New Zealand a company dedicated to help people, who wish to migrate and pursue a prosperous future in New Zealand.

Todd is based in Christchurch and regularly travels back to the United Kingdom to meet new clients.

About us

Company Overview

Orientation New Zealand was formed in 2003, by Luke and Todd McKenzie. Orientation New Zealand Ltd brings together the strengths of both our United Kingdom and New Zealand experiences.

Orientation New Zealand is an innovative provider of reliable, qualified taxation and financial advice for United Kingdom emigrants to New Zealand. We offer proven financial and taxation solutions and strategies that are delivered via a reliable and personalised service.

• Our values and mission
• Credentials
• Services we provide
• Fee structure
• Our clients
• Our culture

Our values and mission

Orientation New Zealand Ltd ’s vision is to inspire and guide our clients in the successful pursuit of their financial and lifestyle aspirations having emigrated from the United Kingdom . We aim to achieve this through a commitment to an important set of values:

• Integrity - being truthful and trustworthy
• Objectivity - acting in your best interests
• Fairness - respecting others
• Competence - maintaining the necessary skills, knowledge and business expertise
• Confidentiality - protecting your private information
• Professionalism - delivering promptly and thoroughly
• Consistency - treating others as we would expect to be treated

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Credentials

The Principals of Orientation New Zealand Ltd Luke and Todd McKenzie are both members of the New Zealand Institute of Financial Advisers and abide by their Code of Ethics and Practice standards. We provide a wide scope of financial planning and investment advice.
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Services

Our core business is to provide comprehensive, strategic financial planning and investment advice to new migrants from the United Kingdom. In the case of financial planning, this normally entails ascertaining a client’s current position, personal and financial needs/objectives and then creating a plain english plan, which documents the needs/objectives and provides recommendations as to how they can be best achieved.

This includes investment recommendations and can include investment placement and management, together with a regular review of the chosen strategy, underlying investments and ongoing client needs.
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Fee Structure

We normally do not charge a fee for our initial briefing. This meeting gives us the opportunity to get to know you, understand your objectives and advise as to how we can help you. This can be conducted either in person or if more convenient over the telephone.

If an individual or couple decide to utilise our services, we would charge an agreed fee to undertake a defined scope of work. This usually involves investigating a client’s current financial position and the preparation of written recommendations for consideration. Our fees are based upon the anticipated time involved, the necessary expertise required and the complexity of the assignment.

The fee we quote will cover all meetings, the preparation of a strategy that will enable objectives to be met, investment recommendations for consideration and the implementation of all agreed strategies.

We consider ongoing advice and regular investment portfolio reviews are as important as the initial advice.

Our fees for providing such ongoing advice are based on the work to be undertaken, the degree of complexity and our physical involvement in the process. Our ongoing fees are very competitive and are generally a tax deductible expense to the investor.
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Our clients

Our clients range from successful individuals, who are seeking to start building their wealth to business owners, senior corporate executives and self funded retirees, who are looking for comprehensive strategic investment advice. We also offer investment consulting services to small to medium size corporations, charitable organisations, investment trusts and high net worth investors.
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Our culture

Our culture combines generations of experience with proven investment strategies, the use of modern technologies and a desire to constantly improve all the things we do. We are passionate about what we do and the reliable, quality of service we offer our clients. We take pride in the loyalty of our clients and the relationships we build over time.
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