Thinking about getting a NZ Permanent Resident Visa?

Fulfilling the investor requirements can be confusing, intimidating and frustrating.

We’ve been where you are, and we can help.

Getting a Visa in a foreign land is a daunting experience for most. Once past the excitement of choosing your destination, the nitty gritty begins. Beyond investing in a country that may be thousands of miles away, how does one go about setting up the basic infrastructure to make it all work. Banking relationships, legal advice, accounting and tax service, foreign exchange, and more all stand between an applicant and ease of use. We know, because we both did it.

InvestorvisaNZ’s partners, Jason Elliott and Karl Eagle were in your position. Both started their investor class visa projects in 2022, with Jason coming from the US, and Karl moving in from China as a UK citizen. They know what it is like to have to start from zero to build a best in class infrastructure to oversee millions of dollars in investment capital from across the globe. NZ is a relationship driven community, and they have put in the work to become a part of this wonderful community. They will put this effort to work in helping you accomplish your NZ Visa goals.

Quick overview of the Active Investor Plus Visa

The Active Investor Plus Visa (AIP) provides individuals and their families with a path to stay in New Zealand without restriction. This includes most, but not all, of the rights and privileges associated with citizenship. For example, you can stay in NZ as long as you want, work, have access to health care and education, and potentially even vote. However, while you will not receive a NZ passport, is a step towards obtaining one. As of April 1, 2025, New Zealand Trade and Enterprise (NZTE) announced significant changes to the AIP program which are broadly, but not limited to, the below.

There are now two categories, “Growth” and “Balanced.”
The Growth category requires a minimum NZD $5M* investment. These investments must be made in approved investment funds and/or approved direct investments in private companies or their bonds. Applicants must make a three-year investment commitment as well as spending 21 days in-country.
The Balanced category requires a minimum NZD $10M* investment. These investments may be made in the same categories as the Growth category as well as publicly listed equities and bonds, new property development, and charities. This category requires that applicants make a five year investment commitment as well as spending at least 105 days in-country. However, the 105 day requirement may be “bought down” with additional investment commitments.
Both categories require the applicant to make their investment decisions within six months of application acceptance, but applicants may request a six month extension.
For additional details and information please contact us with your questions.
* See what this means in your local currency at today’s conversion rate here.

Our Service

Our focus is setting up your Visa application infrastructure, especially in helping you meet your investment requirements in a way that works for you and your existing portfolio. Investing in New Zealand from across the globe, without any background or history with New Zealand markets, can be a daunting experience, even for those with substantial investment experience. This is especially true when dealing with the timeframe and limitations put in place by the Investor Plus Visa program. We make this process as easy and uncomplicated as possible. We will help you create and manage a portfolio to suit your goals, risk parameters, exposure, sector allocations, etc., not just for the NZ component, but as it relates to your overall portfolio. Our team has over three decades of investment management and C-Suite level experience, and we put that to work on your behalf with NZ businesses, immigration lawyers, accountants, banks and other service and information providers. We have spent years gaining experience and creating relationships through our own Visa process, and we will use this knowledge to help you.

Our offering is simple and here’s why, we’ve been where you are. We know the involvement and stress that comes with applying and setting up the necessary infrastructure for a successful application from thousands of miles away, so the last thing we want is to add a layer of convolution to an already complex process. And with over four decades of investment and management experience, we know how to make this work.

We charge a flat fee to set you up and put you in the best position for success, not only in your Visa application but with your investments.

Our service includes:

Consultation to discuss your overall goals. Not just your visa, but your investment experience and risk parameters, philanthropic wishes, and more. This is a comprehensive discussion where we begin to understand you as a client.
Setting up introductions with the various service providers whom you will need to work with as you move through the visa process. This includes immigration attorneys, banking relationships, investment banks, investment funds, philanthropic organizations, etc. We have an extensive list of best-in-class organizations we work with and our goal is to find the best fit for you.
In-meeting services with any provider at your discretion. We will be on any call you request in order to help you understand your investment options, local nuances, local law and accounting, and more. We will do this as much and as often as you like for the first year as part of your set-up fee.
Developing a portfolio of investments that suit your needs. We are constantly monitoring the NZ investment space. Not only private equity, but also in bonds, equities, real estate, etc.. We also monitor the macro and other developments that affect your investments and New Zealand as a whole.
Other services are available on an as-agreed basis.

Meet the Team

Jason Elliott

Founder & President
After applying for his Investor Class resident visa from the USA in 2022, Mr Elliott worked to immerse himself in the NZ business community. While working with a major NZ bank and their Private Equity outreach, he also works with local businesses searching for private investment. Additionally, he currently serves as Chairman of the Spend Life Wisely Funds Investment Trust. Prior to 2022, Mr Elliott was the founder and Managing Executive of Ranger Capital Group, a Dallas, TX based investment management company. Mr Elliott’s other positions have included, Founder and President of LH-Advisors, and SE Asian focused Litigation Finance fund, and served as a Board Member of Otis Oat M!lk, an alternative milk beverage company based in New Zealand. Portfolio Manager for the Edinburgh Fund, a Dallas-based Hedge Fund and Managing Partner of Light Green Advisors, a Socially Responsible Investment company. Additionally, he has held multiple private equity investments and board positions.
Karl Eagle

Founder & CFO.
A UK citizen coming to NZ via China, Mr Eagle has over 25 years of experience in senior financial positions. He has held FD/CFO and CEO positions within large Fortune 500 and NYSE listed companies including, (York International), SWX (SIG Combibloc), MDAX (Krones). Additionally, he has held senior positions in Private Equity (Rank Group) owned MNC’s in the Capital Equipment and Systems sectors and Supply Businesses across Europe and throughout the Asia Pacific region, including spending nine years as Asia Pacific regional business CEO/President and Group Executive Board member. Additionally, he is a Co-founder, CFO and Head of Commercial for Lighthouse Legal Capital Company Limited, an Asia focused Corporate Litigation Capital Fund incorporated in 2012. More recently, Mr Eagle was a founder and CFO of LH-Advisors, a SE Asia focused Litigation Finance Fund. He currently resides full-time in New Zealand with his family.