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.
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).
Testimonials
What our clients are saying
Norm was referred to me by a trusted friend. I had moved to New Zealand a few years earlier and had most of my pension funds in the UK before deciding to switch my funds to New Zealand. Norm was excellent and a great help in seeing this transition through smoothly and with the utmost professionalism. As a result, I decided to invest further with Norm. His advice is sound and solid and I would trust him with my last cent.
Maria Leyden
Napier
I would recommend the services of Norm Waldon and NZ Pensions for the transference of UK based pensions to New Zealand. He handled the transfer in a professional and trustworthy manner, and kept us informed every step of the way. A simple phone call / email to Norm was all it took to start the ball rolling and he did the rest.
Iain and Mary Spence
Kohukohu
As a New Zealander ready to retire, I sought help to transfer my UK pension that had accumulated during years of OE. Norm Waldon of NZ Pensions was the only adviser that replied speedily and to the point, with easy to follow instructions. I followed the instructions given and was delighted to find that once back in New Zealand, pension funds came into my account at a favourable rate and just in time to buy a new house for my retirement.
I would thoroughly recommend NZ Pensions – mine was an unusual situation and yet Norm went to no end of trouble to ensure that the transfer was made to comply with all regulations and yet meet my needs.
Therese Banks
Canterbury
invest’d thanks the following supporting partners
