Charter Square

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Address: PO Box 147470 Ponsonby , Auckland, 1144

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About Charter Square

  • Charter Square has been specialising in international pension transfers since 2000, and has seen the evolution of international pension mobility through cross border pension treaties, the development of the QROPS regime in the United Kingdom, the introduction of KiwiSaver, and a raft of tax changes for superannuation around the world
  • Charter Square has recognised in that time that both pension fund providers and financial advisors are often unsure on how to advise their clients/members on whether a pension transfer is appropriate and if so how to either receive transfers or make transfers for clients
  • Originally formed as a client facing pension transfer execution business, Charter Square and its staff have had direct experience in dealing with the pressures of transferring client pensions
  • This unique international perspective coupled with no direct front end advisory business allows Charter Square Services to deliver to financial advisors that wish to help clients transfer their pensions but do not know how to
  • To do this we disclose your details to our business partners who are New Zealand superannuation fund providers, financial institutions, tax service providers and lending institutions

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