Investment Advice for New Zealand Visa Pathways

Moving to New Zealand through an investment visa is as much a financial decision as it is a lifestyle one. At Cambridge Partners, we provide specialist investment advice for New Zealand investment immigration, helping you meet visa requirements while building a strategy that serves your long-term wealth.

SERVICES

Financial Guidance for New Zealand Investor Visas

Whether you’re joining family in New Zealand or seeking a new base for your global wealth, we offer tailored investment guidance across two key visa categories. 

The Active Investor Plus (AIP) visa offers a pathway to New Zealand residency for high-net-worth individuals and families through significant investment. With two categories available, Growth and Balanced, each requires careful financial planning to meet requirements while managing risk. 

We help you: 

  • Understand the investment landscape across both Growth and Balanced categories 
  • Design a tax-efficient investment strategy that aligns with your global asset allocation 
  • Navigate the complexities of cross-border investing, particularly for U.S. citizens 
  • Collaborate with your existing wealth managers to ensure long-term alignment 

For those looking to retire in New Zealand or be closer to family, there are visa pathways that require significant investment into acceptable New Zealand assets. Whether you’re considering the Parent Retirement Resident Visa for permanent residency, or the Temporary Retirement Visitor Visa for an extended stay, the financial commitment needs to be structured correctly. 

We help you: 

  • Navigate the acceptable investment criteria for each visa category 
  • Structure and transfer funds in a way that satisfies both compliance and your financial goals 
  • Keep clear records and reporting throughout the required investment period 
  • Work alongside your immigration adviser and legal team so the investment plan supports your wider application 

Why Cambridge Partners

Evidence-based investment approach

We follow a disciplined, research-driven investment philosophy, ensuring our advice is grounded in robust data and analysis rather than speculation or sales incentives. 

Fee-only advice

As a fee-only wealth management firm, our advice is always aligned with your objectives, ensuring every recommendation works toward both residency compliance and your broader financial goals.

15+ years of migrant investment expertise 

We’ve supported high-net-worth individuals and families from the U.S. and around the world in making New Zealand home.

Cross-border specialists

We understand the tax complexities investors face when moving assets internationally, especially U.S. citizens navigating dual obligations. 

New Zealand owned and operated

Unlike major banks and financial institutions, we are owned by our advisers and key people right here in New Zealand. 

How We Work With You

1. Initial conversation

We learn about your visa pathway, financial position, and long-term goals.

2. Investment strategy

We design a tailored approach that meets visa requirements and aligns with your broader wealth plan.

3. Implementation

We help you establish compliant investments efficiently, collaborating with your existing advisers where needed.

4. Ongoing support

We remain your partner throughout the investment period and beyond, helping you settle and thrive in New Zealand.

Start Your Investment Journey

Ready to explore how we can support your move to New Zealand? Contact us and one of our advisers will be in touch to discuss your situation.