Our aim is to help you achieve your financial objectives and take the risk out of reorganising your financial in New Zealand. We will work with you, drawing on our international experience and local connections, to help you create an overall financial strategy that brings your personal and financial goals together.
If you have already arrived in new Zealand or are in the process of planning your migration you will need to review your existing investments and pension plans and decide how to reorganise your affairs to make best use of the available allowances and reliefs.
We offer all new clients a free initial consultation during which time we will collect information for you and your existing investments to see how we can help you create an overall financial strategy.
The Bradley Nuttall Difference
(1) Fee only, impartial advice and no conflicts of interest.
(2) An experienced and friendly team of advisers located across New Zealand
(3) Competitive fees, for pension transfers we typically charge between 1% and 3% of the amount transferred (depending on the size and number of pensions transferred). This fee is typically paid to us directly from the New Zealand pension plan (Qualifying Recognised Overseas Pension Scheme or CROPS) we select and is taken from your funds once they are received by the New Zealand provider.
(4) Access to any CROPS for the leading providers including plans that enable you to retain your funds in Sterling once transferred. This helps remove exchange rate risk and gives you control over the timing of when your funds are converted from GBP to NZD.
(5) A full financial services. When you engage with the Bradley Nuttall team, each part of your total financial picture - investments, taxes, estate planning, retirement capital and income requirements and insurance are considered.
