At Cambridge Partners, we specialise in helping individuals and families who are planning to make New Zealand their long-term home through the Active Investor Plus (AIP) visa.
New Zealand’s unmatched quality of life and vibrant, stable business environment make it an ideal destination for high-net-worth individuals and families. Whether you’re seeking a haven, a lifestyle change, or a stable environment to grow your wealth, we’re here to support your journey.
As one of New Zealand’s leading fee-only financial advisory and wealth management firms, we always put our clients’ interests first. Our evidence-based investment philosophy ensures that every recommendation is grounded in research, not speculation.
For over 15 years, we’ve worked closely with high-net-worth individuals and families from the U.S. and other countries to relocate to New Zealand. We understand the unique challenges of cross-border financial planning, including the complex tax obligations investors face when investing abroad—especially U.S. citizens. Our team is uniquely equipped to guide you through these intricacies with clarity and confidence.
We believe in empowering our clients through education and transparency. When it comes to New Zealand’s AIP visa pathway, we provide clear, practical guidance on the two main investment categories—Growth and Balanced. We help you understand:
We also provide straightforward information about our fee-only service structure, so you know exactly what to expect—no commissions, no hidden incentives, just advice that’s aligned with your best interests.
Most importantly, our expertise extends beyond investor visa requirements. We help you understand the tax and investment considerations for all your assets if you decide to move to New Zealand. With 15 years of experience supporting migrants relocating to New Zealand, we provide valuable guidance throughout your transition and settlement process.
Growth Category: For those considering the Growth category, we provide an overview of the options, risks, and market considerations. We guide you on key awareness points, including diversification strategies, liquidity considerations, and the importance of engaging with local legal and tax professionals. If you choose to pursue this option, we can connect you with our network of professionals to help ensure you meet the visa investment requirements.
Balanced Category: For those pursuing the Balanced category, we assist in designing and implementing an appropriate investment strategy that meets both the visa criteria and aligns with your global strategic asset allocation. We often collaborate with existing wealth managers to ensure alignment with your long-term investment objectives.
Growth Category: Requires a minimum investment of NZD 5 million in managed funds and direct business investments, both of which must be approved by New Zealand Trade & Enterprise (NZTE) Investments must be held for a period of three years Investors must spend at least 21 days in New Zealand over this period
Balanced Category: Requires a minimum investment of NZD 10 million across a broader range of eligible investment options, including equities, bonds, managed funds, direct business investments, property development, and philanthropy Investments must be held for a period of five years Investors must spend at least 105 days in New Zealand over this five-year period, though this requirement may be reduced with a higher investment
– Murray B
– Axel S
“Initially (when we came to Cambridge Partners) it was about the money. But what’s been a nice perk, I suppose, is the fact that they’re far more interested in helping us as a people and helping us in achieving our goals.”
– Tara B
“Cambridge Partners instilled confidence in us with their personalised approach to our investments and we are very pleased with their performance and service. Top notch.”
– Herb and Marguerite C
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