Our Service
We focus our efforts on your investments. 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 Class Visa program. We make this process as easy and uncomplicated as possible. We can tailor your portfolio to your goals, risk parameters, exposure, sector allocations, etc, and our process also allows us to do so a very favorable rates. Not only does our team have over three decades of investment management experience, we work extensively with NZ businesses, immigration lawyers, accountants, banks and other service and information providers. Meaning we understand the local market, have insight into upcoming developments and how these moving parts relate to your needs.
Our offering is simple and here’s why, we’ve been where you are. We know the complexity 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 complexity to an already complex process. And with over four decades of investment 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 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 fist year as part of you set up fee.
Develop a portfolio of investments that suit your needs. We are constantly monitoring the NZ investment space. Not only private equity, but bonds, equities, real estate, etc.. We also monitor the macro and other developments that affect your investments and New Zealand as whole.
Other services are available on an as agreed basis.