Pacific Wealth (NZ)
Welcome to our Channel. We are a team of financial advisers dedicated to helping new migrants and returning Kiwi's to New Zealand resolve their cross border financial and investment challenges in order to make the most of their life in New Zealand.
We specialise in advice to US, UK and other citizens around the world. We include information on a wide range of topics including investments, pensions and tax, from both a New Zealand and international perspective.
We hope you find the information helpful. If you have any questions or would like to learn more about a specific topic, please don't hesitate to reach out to us.
The Long Arm of UK Inheritance Tax: What Expats in New Zealand Need to Know (2025 Update)
How Much Can You Spend in Retirement Without Running Out?
2025 Q2 Market Update | Resilience Amid Tariffs & Inflation Trends
PFICs Explained: The Hidden US Tax Trap for Expats in New Zealand
KiwiSaver Explained: Maximise Your Retirement Savings in New Zealand
How Are Overseas Pensions Taxed in New Zealand? | NZ Tax Guide for UK, US, AUS & More
Should You Transfer Your Overseas Investments to New Zealand? (FINAL CUT)
How does NZ Super Work and Will I Qualify? | New Zealand Government Pension Explained
2025 Q1 Investment Market Update — Navigating Uncertainty After US Tariff Shock
Active Investor Plus Visa – Changes Coming in April 2025 | New Zealand Investment Residency
Retirement Planning and Sustainable Withdrawal Rates | How Much Can You Withdraw in Retirement?
How individuals should allocate their investment assets - Part 4
How individuals should allocate their investment assets - Part 3
How individuals should allocate their investment assets - Part 2
How individuals should allocate their investment assets - Part 1
What does it cost to retire in New Zealand?
An update on immigration to New Zealand with Karen Justice from New Era Consulting.
Christmas update - reflections on 2024
Transferring UK Pensions to New Zealand. When should you transfer to a NZ QROPS?
Transferring UK pensions to New Zealand. How are withdrawals and transfers treated in NZ?
Investment update for the period ending 30 September 2024.
US Social Security. What retirement benefits will you receive when you move to New Zealand?
Should US citizens join KiwiSaver? And how do they make KiwiSaver tax efficient?
US retirement accounts and making distributions in New Zealand
Transitional tax residency and the benefits for US citizens
Top 10 Investment and Retirement Planning Considerations for US Citizens living in New Zealand
For US citizens moving to NZ discussion with tax and relationship property expert Julia Johnston.
2024 Q2 Pacific Wealth Investment Update