Investment Services in Lower Hutt

Transferring your pension can be a very confusing and time consuming process. We remove much of the rigmarole of transferring your pension from the United Kingdom to New Zealand. We explain how the transfer process works; what to look out for when transferring your pension to a New Zealand qualifying recognised overseas pension scheme (QROPS); and provide expert advice around UK pension legislation and entitlements in New Zealand.

Investment advice, personal insurances and full financial planning advice. Insurance recommendations are quantified using independent research using multi company quotations. Personal financial planning including independent research and using Monte Carlo projections to more accurately calculate retirement income taking into account market fluctuations. UK Pension Transfers using QROPS approved funds. Over 20 years experience in this area. Investing using smart beta and evidence based research.