Australian Super

TRANSFERS

Pension Transfer and Insurance Specialists
uk pension
UKPension

 

Financial Services

In addition to pension transfers, our team can also assist with a variety of other financial services and insurance issues.

Please indicate which products and services you are particularly interested in and click SUBMIT below. We will send you further information to assist your decision making.

UK Pension Transfer
Transfer your UK Pension to New Zealand.
Review Existing Insurance Portfolio
Have an objective third party overview of your plans.
Life Cover
Provides a lump sum of money to meet your financial needs and provides ongoing living costs for dependents if you die.
Income Protection Cover
Provides an ongoing income if you can't work because of illness or injury.
Critical Illness Cover
Provides a lump sum to meet your financial needs and to provide ongoing living costs for dependents if you suffer a critical illness and don't die.
Retirement Funding
Be able to retire when and how you want.
Kiwisaver investments
A NZ Government-backed voluntary savings initiative that's designed to make it easier to save for your future.
Medical Insurance
You can rely on the public health system - or you can jump the queue if you need an operation, hospital treatment or specialist consultations.
Key Person Cover
Meets the immediate financial needs of your business if your Key Employees/Partners cannot work.
Shareholder / Partnership Protection
Be able to buy out a partner's share of the business if they die or get seriously ill.
Home Equity Release
Access some of the money tied up in your home (if you are aged 60 and over).
Education Funding
Have a fund available for your children's education.
Associated services for which we can refer you to qualified and reputable providers
Mortgage Advice & Finance
Help with getting and structuring a mortgage.
Residential Investment Property / Commercial Investment Property
Expert advice on how best to structure and manage your property portfolio.
Wills, Family Trusts and Enduring Powers of Attorney
Giving you advice that will maximise tax advantages. This is useful for those thinking of emigrating from the UK, but is also applicable to those already living in New Zealand.
Professional Indemnity and Public Liability Cover
Providing you with a thorough understanding of how to protect yourself from these risks
Family trusts
Providing you and your loved ones with comprehensive estate planning advice
Currency Exchange
For currency that is not tied up in a pension, we can help you get the best exchange rate.
Recruitment
Planning to move to New Zealand? Our specialist team of International Career Managers is dedicated to equipping you with the right tools to ensure your career transition is as smooth and successful as possible. The global recruitment team will provide you with up to date information about your target market, salaries and roles available in New Zealand. They can also provide advice and tips on getting set up.
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To enquire about transferring your UK Pension please click here

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