Investment planning - The Financial Migration Group

By: The Financial Migration Group  06-Dec-2011

When it comes to investment planning we are not tied to any institution and have access to the whole of the market both domestically and internationally.

Whether your requirments are a boutique fund or a fully managed portfolio service, we can assist you. For our full Financial Planning Solutions we use an independent research team to structure, monitor and re-balance our portfolios.

We have many years experience in managing client portfolios both in the UK and New Zealand. We have the support of the Wellington based Grosvenor Investment Services Ltd who are New Zealand owned and an independent company. Grosvenor have been administering investments for over 10 years and are not aligned to any fund manager.

We ensure that the client’s needs are fully explored before making recommendations and offer a full financial planning solution to ensure ‘best advice’.

If you are considering making any investment decision we can help you.

Contact The Financial Migration Group


Print this page

Other products and services from The Financial Migration Group


UK pension transfers - The Financial Migration Group

If over 55 the client can elect to take 25% tax free cash and USP even if they are within the 5 year HMRC reporting period. We prepare a report and recommend most suitable QROPS based on clients objectives, fund size and investement horizon. Client gives TFMG authority to obtain Transfer Valuation from the UK pension provider. The UK Pension Transfer Process.


Foreign exchange - The Financial Migration Group

Extremely competitive foreign exchange rates across 18 currencies. Access to a dedicated Dealer by phone 24-hours a day. No transaction fees for amounts over NZ10,000. No receiving bank fees in most countries. By using NZForex you will enjoy.


Insurance solutions - The Financial Migration Group

The same applies to critical illness polices, more commonly known as Trauma policies in New Zealand, but you must inform your insurance company that you intend to reside overseas and ensure that you give them your forwarding address.