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We believe good advice starts with listening.

We’re invest’d in understanding what matters to you, so we can help guide the choices that shape your future.

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Christchurch

4/49 Sir William Pickering Drive,
PO Box 79205,
Avonhead,
Christchurch 8446,
New Zealand

New Plymouth

Shoreline Business Centre,
52/54 Molesworth Street,
New Plymouth 4310,
New Zealand

Testimonials

What our clients are saying

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

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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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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

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