Choosing the right NZ QROPS (Qualifying Recognised Overseas Pension Scheme) to transfer your UK pension funds to is an important financial decision. Doing it the right way at the right time can produce tax benefits and give you better control of a valuable asset and with that more peace of mind.
Yours and your family's future happiness and financial wellbeing rely on informed, focused planning and execution. That means fully analysing your options before making major decisions to ensure you get it right!
We'll provide the tools and impartial, independent advice to help guide you to making the right decisions to better manage your money and provide the best future outcomes.
We are boutique Independent Wealth Management Advisers whose specialist focus is investing and managing funds from the transfer of UK pensions.
Helping you strategically plan for short, medium and long term investment options with focus and diligence so you can look forward to a happy retirement with the income to enjoy the lifestyle you’ve always planned for.
Being independent means we can give you impartial, personalised KiwiSaver investment portfolio recommendations that best suit your situation.
Before, during and after the transfer, we are on hand to help you pinpoint and analyse investment opportunities and regulatory changes and reporting on the progress of your investments. We help you weigh up the pros and cons, so you can move forward with confidence and certainty.
A Disclosure Statement is available on request and is free of charge.
Our main focus is on UK pension transfers…we know all the questions and all the answers, the boxes to tick and the things to check to ensure your pension transfer arrives in the right place and provides for the future you have planned for.
We’re not tied to a specific scheme or funds, so we can offer you completely impartial advice about a wide range of solutions. Our extensive experience and scheme options will be tailored to your personal requirements to provide the best possible outcome.
As a boutique private wealth adviser you get one on one time with the principal of the business who really gets to know you. We are agile and proactive, there when you need us and in the background with our dedicated team ensuring your investments are working to provide for yours and your family future.
"I had no idea which New Zealand QROPS would be the best to suit my personal circumstances. Mark was able to talk me through my options slowly and demonstrate real value and knowledge around the scheme that would suit best me and the reasons behind that scheme selection."
"I have been a client of Mark’s for more than 15 years and through that time I have genuinely been appreciative of Mark’s willingness to listen to my needs and adapt my financial plan to my changing needs and circumstances. I would certainly recommend Mark’s services to anyone looking for personal service and first class investment advice."
"Mark explained in simple terms what was required in order for me to transfer my pension and draw down my benefits. Mark certainly made what seemed like a complicated process less stressful and I would highly recommend his services to anyone."
- Executive Director
- Authorised Financial Adviser (AFA)
- Certified Financial Planner
“I’ve been working in financial services for over quarter of a century. Helping people and building lasting relationships are what get me out of bed every day.
I have clients all over New Zealand and travel extensively in order to meet with them and facilitate one on one reviews.
When not working, I love trail walking and searching out panoramic views that are off the beaten path.”
Primary Disclosure Statement
- Executive PA to Mark Baker
Camiller is a people person, her credo is ‘always go the extra mile’ and her focus is getting a good result for clients. Her career in the financial sector began in the UK. In 2002 Camiller entered the world of private banking and has worked with Mark in Queenstown since 2004.
Like Mark, she is an avid outdoors enthusiast. When not looking after her clients at Diligent, she can be found on the local trails keeping fit and being inspired by the diversity of the terrain.