Investment Coordination Services
Connecting You With Licensed Investment Managers
New Zealand’s Financial Markets Conduct Act 2013 requires that investment advice be provided only by licensed Financial Advice Providers. Safe Haven NZ does not provide financial advice or investment recommendations. Instead, we coordinate introductions to licensed investment professionals and help you understand your visa compliant investment options.
Introduction to Licensed Financial Advisers
We connect you with Financial Advice Providers (FAPs) licensed by the Financial Markets Authority who specialise in investor visa compliant portfolios. These licensed professionals provide regulated financial advice tailored to your wealth management objectives whilst meeting Immigration New Zealand’s acceptable investment requirements.
Understanding Acceptable Investment Categories
For Business Investor Visa (NZD $1-2 million):
- Direct ownership or minimum 25% stake in existing New Zealand businesses
- Businesses employing at least five full-time equivalent staff
- Active business management and operational involvement requirements
For Active Investor Plus Growth Category (NZD $5 million minimum, 36-month period):
- Managed funds approved by Invest New Zealand
- Direct investments in New Zealand businesses
- Listed equities
- Philanthropic investments in registered charities
For Active Investor Plus Balanced Category (NZD $10 million minimum, 60-month period):
- All Growth category investments
- New Zealand Government bonds
- Property developments
- Corporate bonds from rated entities
Invest New Zealand Coordination
Direct investments and certain managed funds require approval from Invest New Zealand (NZTE). We coordinate the approval process, working with your investment managers and Invest New Zealand to ensure proposed investments meet both visa requirements and NZTE’s economic benefit criteria.
Compliance Verification Support
Throughout your investment period, we help coordinate the documentation required for Immigration New Zealand compliance checks, including investment holding reports, transaction statements, and fund manager confirmations.
Connection to Tax & Wealth Advisers
New Zealand’s tax residency rules, Foreign Investment Fund (FIF) taxation, and international tax treaties require specialist advice. We connect you with licensed tax advisers and wealth management professionals who understand the tax implications of your investor visa status.
