UK Pension Transfers

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.

Ongoing Monitoring

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.

Retirement Planning

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.

KiwiSaver

Being independent means we can give you impartial, personalised KiwiSaver investment portfolio recommendations that best suit your situation.