About us
Helping Kiwis returning home and UK migrants bring their pensions to New Zealand - safely, clearly, and with confidence
We specialise in transferring UK pensions to New Zealand and building retirement plans that actually work here.
Meet Your Advisers
Experienced advice for UK pension transfers and long-term financial planning in New Zealand.
Luke McKenzie CFP
UK Pension Transfer Specialist
20+ years experience in financial planning
CFP qualified financial planner
Specialist in UK to NZ pension transfers
Advises on investments & retirement,
“I enjoy helping clients simplify complex pension decisions and feel confident about their retirement.”
Reid McKenzie BMS(Hons)
Investment Specialist
Financial Advisor specialising in investments
Works closely with Luke on client strategies and advice
Helps ensure a smooth, long-term experience for clients
“I enjoy helping clients build plans that support their long-term financial goals.”
As a family business, we work together to provide consistent, long-term advice - so you always have someone who knows your situation.
Not sure if transferring your UK pension is right for you?
No obligation. No preparation needed.
How we help you move your pension
Initial call – understand your situation
Review – assess your UK pension options
Recommendation – clear advice tailored to you
Transfer & invest – we handle the process end-to-end