Our Story

Helping you to secure your future in New Zealand with expert financial advice

EXPERT FINANCIAL ADVICE WHEN
YOU NEED IT MOST

We have been assisting UK migrants transfer their UK pensions to
New Zealand for over 7 years.

Our experienced team have a background in UK financial services and understand the challenges of moving to the other side of the world. We offer a full range of financial services including taxation and insurance advice. Our clients mean a lot to us, we pride ourselves on providing the best service and building lasting relationships.

WE OFFER YOU PEACE OF MIND
& REAL ADVANTAGES

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A PERSONAL APPROACH


Whether you are in New Zealand or the UK. We will come to you or personally guide you through your options answering all of your questions via phone, email, Skype or FaceTime.

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NZ & UK BASED TEAMS


Our UK based support team is on hand to assist us, ensuring we provide you with a seamless UK pension transfer process.

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AUTHORISED FINANCIAL ADVISOR


Our Director and Senior Advisor, Mike Wilkey, is UK FPC qualified and a New Zealand Authorised Financial Advisor. (FSPR 109604)

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AFFILIATED UK FCA SPECIALISTS


We have an affiliation with a UK FCA regulated firms, Cradle Overseas Pensions and IPTS, should clients require advice from an FCA Pension Transfer specialist.

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A ONE STOP SHOP


We can advise you on UK Pension Transfers and KiwiSaver and refer you to a network of other professionals for advice on risk insurance, international tax and estate planning.

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EXISTING NZ QROPS RELATIONSHIP


We have access to the leading New Zealand QROPS and have established relationships with Investment Managers and the administrators of the schemes.

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A PROVEN TRACK RECORD


We have a proven understanding of the UK HMRC regulations and pension legislation in the UK and New Zealand.

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OVER 20 YEARS EXPERIENCE


We have over 20 years experience providing investment advice to clients both in the UK and New Zealand.

MEET OUR TEAM

We have a great team of hard working people that work across our organisation.

Mike Wilkey

MIKE WILKEY

Managing Director / Founder

Financial Migration Group founder and Director, Mike Wilkey has been working in the financial services sector for over twenty years. Based in Havelock North, Mike is UK FPC qualified and is a New Zealand Authorised Financial Advisor (FSPR 109604). Before moving to New Zealand Mike was a regional compliance and sales manager in the UK with large financial services firms such Zurich and Aviva.

Mike is currently chairman of the New Zealand UK Pension Transfer industry group and specialises in the transfer of UK pension schemes to locally domiciled ROPS and the investment of client funds into suitable portfolios.

matthew harris

MATTHEW HARRIS

Tax Advisor

Matthew has been a taxation specialist for eleven years, including nine years working for Inland Revenue in the international and complex taxation areas. Matthew has a broad understanding of New Zealand’s taxation system and the operation of Inland Revenue policy and process that he utilises to the advantage of his clients.

As an International Taxation specialist, Matthew possesses a wide understanding of the tax rules that apply to new and returning migrants, including the application of the transitional residency and superannuation transfer exemptions and can offer advice on all offshore taxation matters.

Matthew holds a Bachelor of Business Studies, majoring in Management and Small Business, and a Graduate Diploma in Professional Accounting. He is also a member of Chartered Accountants Australia/New Zealand.

Paula Neale

PAULA NEALE

Client Services manager

Paula is our Client Services manager. Paula has a background in UK financial services administration and moved to New Zealand with her husband Graham and her 2 children in 2006.

Paula manages the documentation and administration of each case and keeps our clients fully informed of the progress of their UK pension transfer. She also liaises on a daily basis with our UK agent, Kirsty Grimes.

ed aitken

ED AITKEN

Authorised Financial Advisor

Ed moved with his family from the UK to Auckland in 2005. He has a wealth of financial planning experience both in the UK and New Zealand and specialises in structuring portfolios for our clients who seek investment advice for funds other than in their New Zealand Superannuation Scheme.

Ed is an Authorised Financial Advisor with proven expertise in the New Zealand investment markets.

KIRSTY-GRIMES_bio

KIRSTY GRIMES

UK Pension Transfer Support

Kirsty is based in the UK and is our main contact point for all communication with UK Pension Scheme providers. She ensures that our requests are logged with the UK trustees and that all transfer documentation and requests for information are dealt with in a timely manner.

She is also our point of contact for any UK clients who may be considering moving to New Zealand in the future.

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CHRIS EVANS

Insurance Broker

Chris is our senior insurance broker and has over 30 years experience in the insurance industry. Chris will explain , in plain english the different policies available and the interplay between them and before he even considers giving advice he gets to know his clients and their lifestyle.

Chris can offer clients a comprehensive range of insurances including Life, Trauma, Income protection, Medical and Business Insurance from New Zealand’s leading insurance companies.

Matthew Hooper

MATT HOOPER

Mortgage Advisor

Prior to taking over the Hawkes Bay Mike Pero franchise Matt had 10 years banking experience firstly working in Wellington for 7 years as an Associate at ANZ Private Bank and then 3 years for Westpac Agribusiness in Hastings.

Matt holds a Bachelor of Business Studies majoring in Sport Business Management from Massey University and is currently completing a graduate diploma in financial planning.

Buying property is one of the biggest financial decisions you’ll make. It’s vital that you not only get a competitive interest rate but that you protect your property, yourself and your family.

Matt will guide you through the whole process, answering all your questions, whether they are big or small. His aim is to ease any uncertainties and stress, and hopefully make the process enjoyable too.

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SUE WEBSTER

Client Relationship Manager

Sue is our Client Relationship Manager for the Lower North Island. Sue worked in London for over 20 years as a PA and office manager for a finance company and then for a multinational law firm. She moved to New Zealand in December 2006 and lives in Waikanae Beach with her partner Andy and three children.

Sue’s role is to meet with our new clients and help them to make an informed decision about transferring their UK pension to New Zealand.

She can meet at your convenience to introduce our services and talk you through our transfer process in detail over a coffee close to where you work.

Sue will also keep clients informed about the progress of their transfer once underway and introduce clients to one of our partners should they require advice in other areas such as tax or risk planning.

MEET OUR PARTNERS

We partner with these skilled organistions to support our service offering.

navigator accounting

Experts in international taxation and foreign superannuation transfers into New Zealand and for stopping tax at source in the United Kingdom.

ofx partner

OFX are a global online specialist operating since 1998, the OzForex Group (OFX) is publicly listed on the Australian Securities Exchange (ASX).

booster-logo-square

New Zealanders are a bright bunch. We know what we want and we know how to get things done but sometimes money matters are mystifying. At Booster, we’re on a mission to help New Zealanders get their money sorted.

pero-logo-partners

Whether it’s your first home, you’re upgrading, refinancing, refixing or adding to your investment portfolio – it pays to be able to access the right knowledge and advice.

Freephone 0800 42 1966