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.

Laptop viewing KiwiSaver Website

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.

Tim & Norm Waldon at Work

Built on Experience, Backed by Family Values

Norm Waldon and Tim Waldon bring together generations of experience, offering clear, practical advice through Invested Partners.

Let's talk. Call:

Norm on 027 485 2035

Tim on 027 423 2110

Norm & Tim Waldon together

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5 Star Review

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FAQ

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5 Star Review

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