Services

  • Foreign exchange – Intelligent Currency Services from HiFX, your dedicated dealer AND NO fees or commission.
  • Investment planning – We have a proven track record and experience in both the UK and NZ Markets of managing client portfolios.
  • Insurance solutions – Life , health and disability income protection are all essential to protect your new lifestyle but don’t expect your employer to provide them.
  • UK pension transfers – Legislation changes in 2006 means you can transfer your UK pension to New Zealand. We have access to the leading QROPS providers in New Zealand.
  • Retirement planning – We recommend that all residents of New Zealand consider joining Kiwisaver – even children.
  • Mortgages – We can help you get the best deal in the market and have established relationships with regionalised brokers and major lenders.
  • Taxation – Our NZ/UK qualified taxation advisor is on hand to answer your questions on any taxation issues in New Zealand.
  • Trusts and estate planning – If you are bringing substantial assets to New Zealand, it may be appropriate to set up trust prior to emigrating. We can refer you to a Migrant Trust expert in NZ.