Our Fees

We can introduce you to a comprehensive range of services.

• Advice  
• Pension Transfers
• Investments

Advice

An initial meeting with Jeremy is free, which equates to about 2 hours of face-to-face time. This can also be conducted via the phone, email or letter. This will enable us to understand your goals, objectives and situation. 

Pension Transfers

We charge a stepped fee, based on the value of funds transferred, for arranging pension transfers. If you are transferring more than one pension with us, we take the combined value of the pensions you are transferring when calculating the fee. Our fee is deducted from the transfer amount by the New Zealand pension provider, and is levied as follows:

• For the first $250,000 the fee is 2.5% of the funds transferred.
• For the next $250,000 i.e. from $250,001 up to $500,000 the fee is 2.0% of the funds transferred.
• For the next $500,000 i.e. from $500,001 up to $1 million the fee is 1.5% of the funds transferred.
• For the balance over $1 million i.e. from over $ 1,000,001 the fee is 1.0% of the funds transferred.

We do not charge an up-front fee for our advice, and we are always happy to discuss your options with you, so please do not hesitate to contact us for information.

Investments

An investment portfolio would usually be set up By Hamilton Hindin Greene stockbrokers and can provide their charges on request. The ongoing monthly fee covers advice, reporting, regular reviews, our time, portfolio construction, access to wholesale funds and special deals, independent research, asset optimisation and ongoing monitoring. 

At Henderson International we specialise in providing expert, impartial financial advice for Brits in New Zealand and Kiwis returning from the UK. Don't hesitate to contact us if you have any questions about the financial side of life in New Zealand, and remember to ask for a free copy of our comprehensive New Zealand Guide.