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) and Retirement Visa investment categories.
New Zealand’s unmatched quality of life and vibrant, stable business environment make it an ideal destination for high-net-worth individuals and families looking to invest in Aotearoa. 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 services and wealth management firms, we always put our clients’ interests first. Our evidence-based investment advice ensures that every recommendation is grounded in research, not speculation.
We provide you with expert investment support throughout your residence application process, ensuring your financial strategy aligns with New Zealand’s investment requirements under the relevant visa.
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.
If you’re planning to invest in New Zealand and make it your long-term home, the Active Investor Plus Visa is New Zealand’s leading investor resident visa for high-net-worth individuals and families. The visa offers two categories: Growth (minimum NZD $5 million) and Balanced (minimum NZD $10 million), each with different investment timeframes, eligible asset types and time-in-country requirements.
While the visa application process is managed through an immigration adviser, we specialise in the investment side, helping you design a strategy that meets Immigration New Zealand’s requirements and aligns with your wider financial goals.
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 and help you explore a range of investments suited to your goals.
– 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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