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.
Meet the team
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.
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Norm Waldon
Norm is our principal Financial Adviser and has over 20 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 registered on the New Zealand Financial Services Providers Register (FSPR76483).
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Tim Waldon
Tim Waldon is both a Chartered Accountant and Financial Adviser (FSP681992), specialising in KiwiSaver and Managed Investments and personal insurance. Both Tim and Norm are members of Financial Advice New Zealand (FANZ).
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Testimonials
Our name says it all
What our clients are saying
Following a couple of aborted efforts to transfer my UK pension to NZ, I found Norm and his team at NZ Pensions extremely knowledgeable of the processes and friendly to deal with. I have recommended Norm’s services to others and am happy to continue to provide this recommendation.
Doug Gerry
Whakatane
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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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I emigrated to New Zealand 5 years ago now and I had often thought about bringing my pension over here, but the whole thing was just too difficult and looked almost impossible. I then met Norm Waldon who transferred my pension for me – he made the whole process stress free, exceptionally easy for me to understand, very fast and the service was unlike any service I have had before…nothing was too much trouble.
The benefits of transferring your pension to New Zealand is you can see exactly how much you have, when it will be available for you and if anything happens to you, your pension can be put in your estate for your family. I would totally recommend the service Norm provides in transferring pensions as it is totally stress free and the service he provides is second to none.
Jayne Owen
Waipawa
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