Investments and Asset Classes
When it comes to investment planning, deciding how to allocate your assets is one of the most important decisions you’ll make. With so many options available, selecting the right investments and balancing them within a diversified portfolio can feel overwhelming. In this blog post, we break down key asset classes, their roles in the market, […]
Update on immigration to New Zealand with Karen Justice from New Era Consulting
New Zealand’s immigration landscape has experienced notable changes aimed at attracting skilled professionals and investors. In a discussion with Karen Justice recorded in December 2024, a Licensed Immigration Adviser with nearly 30 years of experience and founder of New Era Consulting, these developments were explored to provide insights for prospective migrants. Key Updates in New […]
US Citizens Moving to NZ: Interview with tax and relationship property expert Julia Johnston
Moving from the United States to New Zealand presents unique challenges, particularly concerning tax obligations and relationship property laws. In a discussion recorded in September 2024 with Julia Johnston, a tax and relationship property expert, these critical topics were explored to provide clarity for U.S. citizens considering such a move. Tax Residency and Transitional Residency […]
Should US Citizens join KiwiSaver?
Introduction KiwiSaver is New Zealand’s voluntary retirement savings scheme, offering attractive benefits like employer matching and government contributions. However, for United States citizens (and green card holders) living in New Zealand, KiwiSaver can become complicated due to U.S. tax obligations. The U.S. taxes its citizens on worldwide income, so even if your KiwiSaver grows tax-free […]
Top 10 Investment and Retirement Planning Considerations for U.S. Citizens Living in New Zealand
Relocating to New Zealand offers U.S. citizens a unique lifestyle, but it also presents specific challenges in investment and retirement planning. Understanding the financial landscape in both countries is crucial for effective planning. This article outlines ten key considerations to help U.S. expatriates navigate their financial journey in New Zealand. 1. Tax Residency Status Determining […]
What Does It Cost to Retire in New Zealand?
Published on March 7, 2025 Introduction New Zealand, with its stunning landscapes and high quality of life, is a sought-after retirement destination. Understanding the financial requirements for retiring comfortably in this country is crucial for effective planning. In this article, we explore the costs associated with retirement in New Zealand, as discussed in our recent […]
Transferring UK Pensions to New Zealand: Understanding Withdrawals and Tax Implications
Published on March 7, 2025 Introduction Transferring a UK pension to New Zealand is a significant decision for many expatriates and returning Kiwis. Understanding the tax implications and treatment of such transfers and subsequent withdrawals is crucial for effective financial planning. This article delves into the key considerations, drawing insights from our recent video on […]
