Overseas Investments

When Should I Repatriate my Investments to New Zealand?

New Zealand Super

How Does New Zealand Super Work – and Will You Qualify?

Retirement In New Zealand

What does it cost to retire in New Zealand?

Q1 2025 Market Update

Navigating Uncertainty Amid Rising Tariffs

Moving To New Zealand?

New Zealand's Active Investor Plus Visa: Changes from April 2025

US Citizens

Top 10 Investment and Retirement Planning Considerations for U.S. Citizens Living in New Zealand

US Citizens

Should US Citizens Join KiwiSaver?

US Citizens

US Citizens Moving to NZ: Interview with tax and relationship property expert Julia Johnston

US Citizens

Update on immigration to New Zealand with Karen Justice from New Era Consulting

UK Pension Transfers

Understanding Foreign Superannuation Withdrawals

UK Pension Transfers

When should you transfer your UK pension to a NZ QROPS?

Retirement Planning

How much can you safely withdraw from your investments?

Investment Planning

Part 1: Investments and Asset Classes

Investment Planning

Part 2: Risk Factors and Portfolio Construction

Investment Planning

Part 3: Growth and Defensive Assets

Investment Planning

Part 4: Implementing your strategy and incorporating your preferences

Retirement Planning

How much can you safely spend in retirement without running out?

Book a meeting/zoom call