Invested Partners
Our name says it all
Trusted investment partners for New Zealanders & UK expats
For us, investing isn’t just financial. It’s personal.
Being invest’d means doing the right thing for you, building trust, and helping you make confident choices for your future and those you care about.
Are you in control of your finances?
Step Back and See the Bigger Picture
Life moves quickly, and financial decisions often get pushed aside. We help you step back, see the bigger picture, and build a plan that supports the future you want.
Investments
Plan for the Life You Want
Investing isn’t one-size-fits-all. That’s why we start by understanding what matters to you, and then use clear principles to guide the decisions that will support the life you’re building.

KiwiSaver
It Starts With the Right Plan
Saving isn’t just about retirement – it’s about choices. We’re here to help you make the right ones. Whether it’s the lifestyle you want or your first home, it starts with a plan that fits you.

UK Pension Transfers
Understand Your UK Pension Options
Moved to New Zealand but still have a UK pension? We’ll obtain a no-obligation transfer quote and walk you through your options – no pressure, just clarity.

Built on Experience, Backed by Family Values
Norm Waldon and Tim Waldon bring together generations of experience, offering clear, practical advice through Invested Partners.

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