How We Help You Get to New Zealand.
An investor visa application is only as strong as the advisory behind it. We don't just fill in forms — we build cases, anticipate objections, and manage the entire relationship with Immigration New Zealand on your behalf.
Why Investor Visa Applications Are Different
A skilled migrant visa has one set of rules and one applicant. An investor visa has overlapping regulatory requirements across immigration law, financial regulation, anti-money laundering compliance, and — if you're buying property — the Overseas Investment Act.
The source-of-funds documentation alone can take weeks. You'll need to demonstrate that every dollar of your investment was lawfully earned or acquired, tracing it through potentially complex international financial structures. Get this wrong, and the application stalls — or worse, gets declined.
Then there's fund selection. Not all NZTE-approved funds are created equal. The terms, management fees, lock-up periods, and sector focus vary significantly across the 23 managed funds currently on the approved list. Choosing the wrong fund doesn't just affect your returns — it can affect your compliance obligations.
This is why we exist. Not to sell you a visa, but to make sure the one you apply for actually gets approved — and that the investment structure behind it serves your financial interests, not just the regulatory minimum.
Our Advisory Scope
Eligibility & Pathway Assessment
Stage 1Before you commit a dollar, you need to know where you stand. We assess your financial profile, personal circumstances, and objectives against the current AIP requirements to recommend the right category — Growth, Balanced, or Business Investor.
- — Investment capacity analysis against Growth/Balanced thresholds
- — Source-of-funds preliminary review
- — Health and character pre-screening
- — Family inclusion eligibility (partner, dependent children to age 24)
- — Honest assessment of approval likelihood
Application Preparation & Filing
Stage 2We prepare and file your complete application to Immigration New Zealand, managing the documentation process end to end. This isn't a template exercise — every application is built from scratch based on your specific financial and personal circumstances.
- — Source-of-funds evidence compilation and narrative
- — Health and character documentation coordination
- — Application drafting, review, and filing with INZ
- — Managing all INZ correspondence and information requests
- — Targeting approval in principle within ~31 working days (average)
Investment Structuring & Fund Selection
Stage 3Once approved in principle, you have six months to transfer and invest your capital. We help you evaluate the NZTE-approved managed funds, understand direct investment options, and structure your portfolio in a way that meets INZ compliance requirements while aligning with your financial goals.
- — Guidance across the 23 NZTE-approved managed funds
- — Direct investment and property development assessment
- — Fee structure and lock-up period comparison
- — Coordination with your existing financial advisers
- — INZ investment evidence documentation
Compliance & Ongoing Monitoring
Stage 4Your investment period runs 3 years (Growth) or 5 years (Balanced). During that time, INZ monitors compliance. We stay with you through the entire period, ensuring you meet physical presence requirements and investment conditions — so your resident visa converts to permanent residency without complications.
- — Physical presence tracking and planning
- — INZ audit preparation and response
- — Investment condition monitoring
- — Permanent residency conversion filing
- — Future citizenship pathway guidance
Property Acquisition (OIO Consent)
For Qualifying InvestorsSince March 2026, AIP visa holders can purchase one residential property valued above NZ$5 million (~US$3 million). This requires Overseas Investment Office consent — a separate process with its own application, fees, and assessment criteria. We manage the OIO application alongside your immigration file.
- — OIO consent application and filing
- — Processing typically within 5 working days (statutory: 15 days)
- — Government fees: NZ$2,040 (~US$1,200, existing) or NZ$3,500 (~US$2,100, new build)
- — Coordination with property lawyers and agents
Settlement & Transition Support
Beyond the VisaGetting the visa is the beginning, not the end. We connect you with our network of trusted professionals across tax, banking, property, education, and business — so your transition to New Zealand life is as smooth as the application process.
- — NZ tax advisory referrals (transitional resident tax regime)
- — Banking and wealth management introductions
- — Education guidance for dependent children
- — Healthcare registration and orientation
- — Business networking in Auckland and beyond
Investment Costs: A Clear-Eyed View
Most firms in this space don't publish their fees. We think that's a disservice to prospective clients who are already making a significant financial commitment. Here's an honest breakdown of what the full process costs — government fees, professional advisory, and everything else.
Government Fees (Fixed, Non-Negotiable)
| Fee Component | Active Investor Plus | Business Investor |
|---|---|---|
| Application charge | NZ$12,070 (~US$7,000) | NZ$12,380 (~US$7,200) |
| Immigration levy | NZ$15,400 (~US$9,000) | Included |
| Total government fee | NZ$27,470 (~US$16,000) | NZ$12,380 (~US$7,200) |
Pacific country applicants pay reduced AIP fees of NZ$21,590 (~US$12,500). OIO consent (for property purchase): NZ$2,040 (~US$1,200) – NZ$3,500 (~US$2,100) additional.
Professional Advisory Fees (Market Context)
To give you a realistic picture, here's what the market charges across different tiers of service. Our own fees are discussed during the initial consultation based on your specific case complexity.
NZ$5K – $15K
(~US$3K – $9K)
- Standard application preparation
- Documentation guidance
- INZ correspondence management
- Basic post-approval support
NZ$15K – $30K
(~US$9K – $18K)
- Full case strategy and preparation
- Source-of-funds narrative development
- Fund selection guidance
- INZ relationship management
- Compliance monitoring through investment period
NZ$50K – $170K+
(~US$30K – $100K+)
- End-to-end concierge service
- Multi-jurisdictional structuring
- Tax and wealth management integration
- Settlement and lifestyle coordination
- Ongoing relationship management
Additional Costs to Anticipate
| Cost | Estimated Range |
|---|---|
| NZ tax advisory | NZ$5,000 – $15,000+ (~US$3,000 – $9,000+) |
| Fund management fees (annual) | 0.8% – 2.0% p.a. |
| Medical examinations | NZ$500 – $1,500/person (~US$300 – $900) |
| Police certificates | NZ$100 – $500/country (~US$60 – $300) |
| Document translation & certification | NZ$1,000 – $5,000 (~US$600 – $3,000) |
| Trust/corporate structuring | NZ$5,000 – $20,000+ (~US$3,000 – $12,000+) |
Realistic Total Non-Investment Costs
Standard Advisory
~NZ$45K – $55K
(~US$27K – $32K)
Government fees + licensed adviser + basic ancillary costs
Comprehensive Advisory
~NZ$60K – $90K
(~US$35K – $53K)
Government fees + specialist lawyer + tax + fund guidance + settlement
Global Concierge
~NZ$100K – $200K+
(~US$60K – $120K+)
Full-service international advisory with wealth management integration
These estimates exclude the investment itself (NZ$5M–$10M / ~US$3M–$6M) and ongoing fund management fees. Actual costs depend on case complexity, number of applicants, and scope of ancillary services.
Speak with Us About Your Situation.
Every investor's circumstances are different. We'll give you an honest view of your eligibility, timeline, and realistic costs — and whether we're the right team to guide the process.
We take on a limited number of clients each quarter. Consultations are by application.