Move My Pension Limited™ is a privately owned company with many years experience providing specialist transfer services of UK pension schemes & funds to New Zealand.
Having no company ties, their Advisors are free to use any NZ QROPS scheme that will achieve their client’s retirement goals. A Disclosure Statement is available on request and free of charge
Luke McKenzie CFPCM
Luke is a CERTIFIED FINANCIAL PLANNERCM professional and Investment Advisor, who specialises in New Zealand based advice for new migrants from the United Kingdom. His extensive business experience provides him with an excellent background for financial planning. He is a competent financial advisor with the knowledge and ability to advise on all aspects of financial advice including risk management, estate planning, New Zealand Superannuation and investments. He is also experienced in UK pensions, endowments and investments.
He is an Authorised Financial Adviser (AFA) this means he has been authorised by the Financial Market Authority. Financial Services Provider No 39965
He is a member of the Financial Advice New Zealand and is bound by their high ethics, standards and disciplinary process. He is the Past Chair of the NZ UK Pension Specialists Group as well as the past Chair of the Institute of Financial Advisers Waikato Branch.
Luke is married to Denise a qualified Counsellor, has two adult children and services clients New Zealand wide. He looks for clients that he can add value to their situation and to provide ongoing advice and reporting to.