Offshore Investors Service
New Zealand,
On Your Terms.
For international investors seeking New Zealand exposure — including the Active Investor Plus Visa pathway, NZ portfolio structuring, and cross-border wealth management. We help offshore clients navigate the regulatory and tax landscape with confidence.
The Service
Investing in New Zealand,
From Anywhere.
New Zealand offers compelling investment opportunities — from its stable political environment and transparent legal system to its diverse economy and gateway position in the Asia-Pacific region. Our Offshore Investors service is designed for international investors who want to build, manage, and protect New Zealand investment portfolios with confidence.
We work with clients pursuing the Active Investor Plus Visa, expats returning to New Zealand, and global investors seeking NZ portfolio exposure. Each arrives with a unique combination of residency status, tax position, currency considerations, and financial goals — and each requires a tailored approach rather than an off-the-shelf solution.
We help offshore clients navigate the regulatory and tax landscape, structure NZ portfolios, and manage cross-border wealth — integrating your New Zealand investments with your broader global strategy, so every decision serves your complete financial picture.
The Challenges
The Questions We
Help You Answer.
Regulatory Complexity
New Zealand's financial, tax, and immigration regulations for offshore investors are layered and consequential. Navigating them without specialist guidance risks delays, unnecessary costs, and missed opportunities.
Cross-Border Tax Exposure
International investors face the interaction of home-country and New Zealand tax rules — including the FIF regime, PIE structures, and double-taxation considerations that can significantly affect returns.
Portfolio Structuring in a New Market
Building a New Zealand investment portfolio requires local expertise — understanding asset classes, managers, ownership structures, and how NZ holdings fit within your broader global wealth strategy.
Visa Investment Requirements
The Active Investor Plus Visa has specific investment requirements that must be met and maintained. Structuring investments to satisfy these requirements while still serving your financial goals requires careful planning.
Our Approach
How It Works.
Active Investor Plus Visa Pathway
We help international investors navigate the Active Investor Plus Visa pathway — structuring NZ investments that meet the visa's requirements while serving your broader financial objectives.
NZ Portfolio Structuring
We build New Zealand investment portfolios tailored to your circumstances — selecting the right asset classes, managers, and ownership structures to fit your global wealth strategy and tax position.
Cross-Border Wealth Management
We manage the interaction between your NZ investments and your broader international wealth — coordinating tax exposure, currency considerations, and reporting across jurisdictions.
Regulatory & Tax Navigation
We help offshore clients navigate the regulatory and tax landscape with confidence — including FIF regime structuring, PIE fund selection, and compliance with NZ financial services requirements.
Independence
Why Independence
Matters for Offshore Investors.
Offshore investors are often steered toward specific platforms, products, or managers by advisers with institutional ties. When you're investing across borders, that kind of conflicted guidance can be costly — in both fees and outcomes.
Bespoke Wealth has no product alignment, no institutional allegiances, and no proprietary products to sell. Your New Zealand portfolio is built entirely around your goals — drawing on independent global research and selecting managers purely on merit. Our recommendations are always objective, and our loyalty is exclusively to you and your financial success.
Our Promise
- →No proprietary products or conflicted shelf space
- →Managers selected purely on merit
- →No trail commissions or product-linked remuneration
- →Fees earned through advice, not product sales
Plain English
What is the Active Investor Plus Visa?
The Active Investor Plus Visa is New Zealand's investor visa pathway, designed for international investors who want to invest in New Zealand and gain the right to live, work, and study here. To qualify, applicants must make an acceptable investment in New Zealand of a specified minimum amount, held for a set period, in approved asset classes such as direct investments in NZ companies, managed funds, or listed equities. The visa rewards investors who take a more direct, growth-oriented approach to NZ investment. Once the investment requirements are met and maintained, applicants and their families can progress toward New Zealand residency. Because the rules around acceptable investments are specific and the stakes are high, specialist advice on structuring and managing the investment is essential — both to satisfy the visa requirements and to serve your broader financial goals.
Questions & Answers
Frequently Asked Questions
Everything you need to know about working with Bespoke Wealth
Ready to Invest
in New Zealand?
Contact our team for a confidential discussion about your New Zealand investment goals — and how we can help you achieve them.
Get in Touch