Investment Planning

We'll help you plan for the future and invest the right way, with sound, tailored advice from our expert team

Whether you’re looking for a boutique fund or a fully managed portfolio service, we can advise you and tailor your investments to suit your needs.

Our investment planning service is personalised to your needs and is underpinned by Select Wealth Management. All of the investment options available are researched and monitored by the independent investment consultants JMIS.

Select Wealth caters for investors with varying investment goals and tolerance for investment risk, and offers access to a range of managed investments such as unit trusts, group investment funds, and UK investment trusts.

Freephone 0800 42 1966

FINANCIAL MIGRATION GROUP SERVICES

TAXATION ADVICE

We provide you tax guidance to manage your affairs before leaving the UK help to maximise your transitional tax residency period in New Zealand.

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Kiwi Saver
KIWISAVER

KiwiSaver is a government superannuation scheme, unique to New Zealand. You choose how your money is invested with our help.

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New Zealand Insurance
INSURANCE

Life, health and disability income
protection insurance are all essential if you want to protect your new lifestyle
in New Zealand.

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MORTGAGES

Buying a new house doesn’t need to be stressful, even if you have just emigrated. Our home loan team can help.

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FOREIGN EXCHANGE

We can assist you with your Foreign
Exchange making the transition to
New Zealand easy and stress free for you.

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INVESTMENT PLANNING

We’ll help you plan for the future and invest the right way, with sound, tailored advice from our expert team.

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Moving your UK pension to New Zealand is easier than you think

Investment Planning

Whether you’re looking for a boutique fund or a fully managed portfolio service, we can advise you and tailor your investments to suit your needs.

FINANCIAL MIGRATION GROUP SERVICES

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