About us
We’re a family business and that’s what guides us.
Family means responsibility. It means thinking long term. It means doing things for the right reasons, not the easy ones. For us, investing isn’t just about growing wealth. It’s about growing trust. It’s about helping people make confident choices that shape their futures and of those they care about.
Who we are...
We’re approachable, because investing shouldn’t feel intimidating. Every conversation matters, and you deserve to be heard and understood.
We’re honest, because transparency builds the kind of trust that lasts generations. We’ll always give you the facts, even when they’re not the easiest to hear.
We’re efficient, because time and clarity are precious. We keep things simple, focused and effective so you can spend more time on what really matters.
We’re experts, because experience brings confidence. Our knowledge is hard-earned, and we use it to protect and grow what you’ve worked so hard for.
And we’re curious, because progress comes from asking questions. We never stop learning, exploring and adapting – for your benefit and for the future.
At the heart of it all is a simple belief:
Do the right thing, for the right reasons.
That’s how we invest.
That’s how we work.
That’s who we are.
Norm Waldon
Norm has over 24 years’ experience providing advice on investments and UK pension transfers. Norm’s known for his practical, straight-talking approach and is committed to helping people make confident, well-informed decisions. He’s a member of Financial Advice New Zealand (FANZ) and licensed as FSP76483.
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Tim Waldon
Tim is both a Chartered Accountant and Financial Adviser (FSP681992), specialising in KiwiSaver and Managed Fund Investments. Tim has a friendly approach, and a desire to help families get ahead with down to earth financial advice. He's also a member of Financial Advice New Zealand (FANZ).
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Testimonials
What our clients are saying
Having researched a number of pension transfer companies, we recently transferred our UK pension using NZ Pensions and immediately realised that we had made the right choice.
Norm made the process simple and clear so that we were able to make informed choices and we were kept up to date with the progress of our pension transfer which meant that we always felt we were in control. Thanks Norm for making what we thought would be a very complicated process so easy for us.
Debbie Shiers
Auckland
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I recently transferred my Pensions from the UK. Norm explained the process and options clearly and progressed the paperwork promptly. He travelled to Wellington to meet face-to-face and discuss all the options. What I was impressed about was the how up-front Norm was regarding fees & commissions. His emphasis appears to be good service and advice, not generating large commissions. I would be happy to use Norm again and would recommend his services to anyone.
Kevin Rice
Wellington
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I can honestly say I found the whole experience very quick, simple and easy from start to finish. Norm did it all for me, and he is also a nice guy to deal with – I’m happy to recommend his services to anyone looking to transfer their UK Pension.
Frank Cassidy
Auckland
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