New Zealand has become a popular destination of choice for many high net worth migrants.
Interested in investing in New Zealand
New Zealand offers a great range of investment opportunities. New Zealand’s success is grounded in our nation’s values and opportunity to build businesses that are not just good for New Zealand but are good for the world. As a stable place to invest, New Zealand is consistently ranked as one of the easiest countries in the world to do business, with strengths in advanced technology, agri-foods, tourism and hotel development, and infrastructure. New Zealand also offers a safe environment for families, great work-life balance, with world-class education and healthcare systems.
How JMI Wealth can help
We understand that the process of migration and investing can be complex, as some of us have been there, done that. At JMI Wealth, our intention is to relieve as much stress as possible from the process and create an enduring and long-term working relationship with you, built on trust and integrity. We work with you to produce a portfolio that you are comfortable with, and importantly that is compliant with the required policy for your particular situation.
Investing to meet Immigration NZ visa criteria
We can provide initial and ongoing advice on a portfolio designed to meet Immigration NZ criteria. This includes the continuous monitoring and active management of your portfolio and reporting to Immigration New Zealand.
Transferring a UK pension to NZ
If you are thinking about transferring your UK pension to NZ, it’s important to know what the risks and benefits are in doing so. Everyone’s situation is different and therefore it’s important for you to get sound advice to ensure that you are making the right decision.
Australian Superannuation transfers
We can work with you to provide advice on transferring your Australian super fund to a NZ Kiwisaver account.
Your experienced advisor is also available to talk about not just your investment but offer our connections across your financial and non-financial needs. So you can relax and enjoy all the great things that attracted you to New Zealand in the first place.
JMI Wealth understands that most Chinese Migrant Investors communicate with friends, family and brands through WeChat.
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