Research Hub

Insights

Independent thinking on wealth management, investment strategy, and financial planning — from our team in Auckland.

Guides & Analysis

Business Sale

Sold Your Business? The First 90 Days Matter More Than You Think

What to do — and what to avoid — in the first three months after selling your business. Practical guidance from an independent NZ wealth adviser.

6 min readRead More

Inheritance

What to Do With an Inheritance in New Zealand

A clear-headed guide to managing an inheritance in New Zealand — tax considerations, timing, and how to avoid common mistakes with a lump sum.

6 min readRead More

Sudden Wealth

Why the Biggest Risk Isn’t the Market

After a business sale or windfall, the real risks are rarely about market timing. Here is what actually derails people — and how to avoid it.

5 min readRead More

Tax Structuring

FIF, PIE, and Tax Structuring for a Lump-Sum Windfall

How FIF and PIE rules affect the tax treatment of investing a business sale or inheritance windfall in New Zealand.

6 min readRead More

UK Pensions

How to Transfer a UK Pension to New Zealand: A Complete Guide

Transferring a UK pension to New Zealand involves significant decisions around QROPS, tax, and timing. Here is what you need to know before you move your retirement savings.

7 min readRead More

Investment Strategy

The New Zealand FIF Regime Explained: What Investors Need to Know

The FIF regime governs how offshore investments are taxed in New Zealand. Understanding it is essential for any investor with international exposure.

6 min readRead More

KiwiSaver

KiwiSaver: Why Many New Zealanders Are in the Wrong Fund

Most New Zealanders are in a KiwiSaver fund that does not match their age, goals, or risk profile. Here is why it matters — and what to do about it.

6 min readRead More

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Market Intelligence

Real-time AI briefings sourced from the Federal Reserve, European Central Bank, and Reserve Bank of New Zealand.

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Market Intelligence

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