Our Services

We introduce clients throughout NZ and the UK to expert financial advice.

Whether you are emigrating to the UK from New Zealand or returning to New Zealand after your OE, our carefully chosen range of specialist financial services can help you to make the most of your hard-earned Pounds.

We can introduce you to a full range of financial services, including:

• Pension Transfers
• New Zealand Retirement Planning
• UK and NZ Tax Information
• Insuring your move to New Zealand
• Health Insurance
• Life, Income, Trauma and Disability Insurance 
• Home Insurance
• Travel Insurance
• Car Insurance
• Currency Transfer to NZ
• Getting a Mortgage in NZ
• Building an investment portfolio in NZ
• Pre-migration Trusts and New Zealand Trusts

  We specialise in introducing expert 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.