Savings & Investment

Advanced Financial Solutions has curated a successful partnership with RMA Consultants Ltd. They specialise in authorized investment advice; and, as a result, can provide you with a more personalised approach to such matters.

Roger Adams, RMA Consultant’s Director, has many year’s experience and can assist you with a wide range of investment services. These include:

UK Pension Transfer

Do you have a United Kingdom pension? If so, transferring the pension to New Zealand helps you keep track of your pension plan and gain more control of your funds. You will no longer need to worry about exchange rate fluctuations, and you will have greater flexibility in your investment options. Talk to us about your options and if transferring your pension may be right for you.

Australian Pension Transfer

If you now live in New Zealand and have worked in Australia in the past, you may have contributed to the ASG (Australian Superannuation Guarantee). The Australian and NZ governments are working together to allow New Zealanders to transfer their Australian super money back to NZ. If you think you have any money in a superannuation fund in Australia, click here to email us and we will contact you with updates on the latest developments and how you can apply.

Superannuation

Talk to us about a setting up your Superannuation scheme. Monthly investments on a regular basis are the key to providing financial security at time of retirement.

Unit Trusts

Unit trusts are open ended investments which can be invested in on a regular basis or as a lump sum. Your investment is represented as a unit holding and unit prices fluctuate in accordance with market performances.

Managed Funds

This is an option and a way of investing money with others to participate in a wider range of investments than feasible for most individual investors, and to share the costs and benefits of doing so.

Wrap Accounts

A wrap account is a combined administration and investment service. It’s a system, rather than a product, that provides access to a range of funds, shares, bonds and other investments.