Active Investor Migrant policy

The new Active Investor Migrant policy has been announced by the New Zealand Immigration Service in May 2007 and is divided into three sub-categories:

• Global investors
• Professional investors
• General (Active) investors

The three categories have been segmented on the basis of a migrant’s potential contribution and according to the level of risk.
Download factsheet (PDF)

Immigration process

Specialist advice for the United Kingdom emigrant

How we work for our clients -

Step 1: Exit Strategy United Kingdom

We undertake an assessment of an individual’s current financial position in the United Kingdom (UK) , review their existing investments endowments and UK pensions to ensure compliance and compatibility with New Zealand regulatory bodies. We also provide advice on tax opportunities pre-arrival, transferring of assets and wealth.

Step 2: Initial Plans in NZ

Upon arrival information gathering, goals and objectives, risk analysis, asset allocation, short term cash management options, estate planning considerations, finance options, requesting any outstanding information concerning UK assets.

Step 3: Strategic Financial Plan NZ

A financial strategy is then prepared to achieve your New Zealand goals and objectives. We will then provide guidance and recommendations on how to manage existing UK Pensions, Endowments and Life Insurance policies.

Step 4: Strategic Review

A review can then be undertaken of the financial performance of an individual’s assets during the first 12 months in New Zealand. The results of the review are then presented to show the strategic long term retirement plans, together with the wealth creation and preservation options.

Step 5: Ongoing Monitoring and advice.

An agreed strategy of monitoring of investments, strategies can also be prepared. This will enable information to be gathered to ensure exceptional financial outcomes.