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
After living in NZ for 6 1/2 years, dreading and always putting off my pension transfer, I eventually contacted Norm. Communication is key. He took me through every step of the process, explaining everything in enough depth for me to understand with ease. Norm was very thorough and explained the costs involved up front so there were never any surprises.
If I knew it would be this easy and painless I would have contacted Norm years ago – in the end I’m glad I did. I can’t recommend this guy enough.
Glen Holland
Invercargill
We had been living in New Zealand for 5 years when we thought it time to make that final move and secure our future in our new homeland by transferring our UK pensions.
We had no idea how to do this so we sent an enquiry through the NZ Pensions web page, and after that we did very little else except provide the details of our overseas pensions. It was as easy as that. Norm did everything and kept us informed every step of the way. As soon as he had all the information required he made the effort to come visit us to meet and talk us through all of our options. We are in the Bay Of Plenty so we really appreciated his time to take us through the process personally. He helped us to make the right decisions for our future and was also able to help us release some capital on the transfer date which made a huge difference to our life now.
Without Norm’s help and expertise we would not have been aware of the options available to us, and as a result of his friendly, personal and professional services we have expanded our business with him. He provides much more than just Pension Transfer.
Theresa Cooknell
Te Puke
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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