UK Pension Transfers & NZ Financial Services for Brits

Some of the nice things our clients say about us...

For almost 2 years, Broadbase, and specifically Steve Baker, has been responsible for financial guidance here in New Zealand, with regards to pension transfer from the UK, and the management of our portfolio those funds have financed. More recently, he has been advising on the benefits of adjusting our life insurances to provide robust cover for any eventuality.

We have a great deal of confidence in his ability to advise, and his considered input is always warmly received. With his contact base, he has also been able to recommend other finance professionals, which has given us the ability to significantly improve our asset stock.

He is fully committed to his clients and to provide an example of this, he has visited our home near Auckland, and made time to meet with us during his Easter weekend. Both of these meetings were very cordial, bearing out his client service ethic.

We would heartily recommend anyone to retain his, and Broadbase's expertise..

Kevin Furnivall

Jeremy has been working with us for the last two years and with his help we have been able to achieve a huge amount more financially, in a much shorter space of time, by transferring all our pensions from the UK and arranging our first New Zealand mortgage. Nothing is ever too much trouble and everything is treated with the utmost confidence, respect and sincerity. We have thoroughly enjoyed working with Jeremy and he and his family have become very good friends.

Penny and James Abell

We moved to Christchurch, New Zealand in December 2006. This was a complete life changing experience for us as a family. We wanted more of a balance in our lives and a better environment in which to live. Christchurch is a wonderful place to live and work...

Very soon after arriving Brian started thinking about his pension transfer from the UK and tidying up other financial matters. He did some research locally in Christchurch and came across Jeremy Henderson from Broadbase, who we went along to see to discuss our financial affairs.

Jeremy has been terrific in every sense of the word. He gave Brian sound financial advice on his pension transfer and our overall financial investments. He is extremely efficient, helpful, friendly and importantly explains things very clearly and simply. Meeting Jeremy has been a really positive experience for us.

When you’ve moved to the other side of the world you want to know that your money is working hard for you. Jeremy has given us good, sound advice, so we know that’s one area of our lives that we don’t need to worry about..

Brian and Marian Wood

One of the biggest benefits of being a move2nz member was the fact it introduced us to Broadbase financial services.  We knew we had to get good advice regarding the transfers of our pensions so we did not incur heavy taxes. After talking to Steve who explained everything thoroughly it turned out that it was best for me to transfer my pension to NZ but better for my wife's to stay in the UK. He also helped us find some good personal health cover. I would recommend them to anyone..

    Rob Keen

Before we moved to New Zealand my husband and I had no idea what we needed to do in regard to Pensions and Life Cover.  Move2nz recommended Steve and I can say it was the best recommendation we had been given.  After emailing Steve he replied and then rang us so that he could begin to get a picture of our financial situation.  We were sent a booklet explaining everything to us from real estate to pensions.  Then began a long friendship with Steve as he dealt direct with our pension companies - leaving us with limited hassle. Anything we needed to know he knew - this made the whole process extremely easy for us.

I would pass on my recommendation to anyone looking for financial advice within NZ and UK as Steve knows the processes for both.  We both feel that Broadbase are an extremely professional organisation and number one in our opinion..

Janette and Peter Benger