Your New Zealand investment journey begins here.
Designing investment portfolios that align with your residency objectives while remaining focused on your long-term wealth.
When you’re ready to make New Zealand part of your future, BeaconPoint provides independent investment advice tailored to the requirements of New Zealand’s Active Investor Plus Visa.
Working alongside your immigration lawyer and, where appropriate, Immigration New Zealand, we design, implement and oversee personalised investment portfolios that support both your residency application and your long-term financial objectives.
Why International Investors Choose BeaconPoint
Behind every portfolio is a carefully selected investment framework incorporating independent custody, portfolio administration, governance and compliance. This institutional-grade operating model provides confidence, transparency and security throughout your investment journey.
Every investment portfolio is individually designed around your financial objectives, investment experience and appetite for risk. We don’t use model portfolios or one-size-fits-all investment solutions.
Successful Active Investor Plus investments require careful coordination. We work closely with your immigration lawyer and other professional advisers to ensure your investment strategy supports your residency journey.
Obtaining residency is only the beginning. We continue providing personalised investment advice long after you’ve made New Zealand home, helping preserve and grow your family’s wealth for generations.
How BeaconPoint Works
01
An Honest Conversation
We start by understanding your situation — where you are financially, where you’re headed, and what matters most to you. No obligations, no forms.
02
A Clear Picture
We map out the landscape: your investment options in the New Zealand context, relevant tax considerations, and a strategy that fits your life — not a template.03
Ongoing Balance
Markets move, circumstances change. We stay alongside you — adjusting, advising, and keeping your wealth working toward what you’ve built a future here for.
Our Process - From Strategy to Stewardship
01 | Discover
Every successful investment strategy begins with understanding your objectives, family circumstances and long-term aspirations. We take the time to understand what you’re looking to achieve before recommending any investment solution.
02 | Design
Drawing on more than 30 years of investment market experience, we construct a personalised investment portfolio designed to support both your financial objectives and the requirements of the Active Investor Plus Visa.
03 | Implement
Once your strategy is agreed, we coordinate the implementation of your portfolio through our institutional investment framework, working alongside your immigration lawyer throughout the investment process.
04 | Steward
Investment advice is an ongoing relationship. We monitor your portfolio, provide strategic recommendations and continue working with you as markets, regulations and personal circumstances evolve.
New Zealand offers a rare combination of political stability, transparent regulation, strong property rights and an internationally respected legal system. Combined with an exceptional quality of life and a well-regulated financial sector, it continues to attract successful investors and families from around the world.
One of the world’s most stable democracies, with transparent institutions and a predictable regulatory environment that supports long-term investment.
A broad range of qualifying investment opportunities across listed markets, managed funds, private capital and direct investments.
A mature financial system with robust investor protections, independent regulation and internationally recognised governance standards.
Beyond the investment opportunity lies something equally valuable: a safe, stable country where families can build a lasting future.
30+ years of markets. On the ground in New Zealand.
Your Trusted Investment Adviser
Independent advice. Institutional-grade infrastructure. Long-term relationships.
Investing under New Zealand’s Active Investor Plus Visa involves more than selecting qualifying investments. It requires an adviser who understands portfolio construction, regulatory requirements and the importance of protecting wealth over the long term.
BeaconPoint combines more than 30 years of investment market experience with an institutional-grade operating model, bringing together independent custody, investment governance, portfolio administration and regulatory compliance.
You benefit from institutional-quality investment infrastructure while working directly with an independent adviser who understands your objectives and remains personally involved throughout your investment journey.
Why clients choose BeaconPoint
✓ Independent investment advice
✓ Institutional-grade investment framework
✓ Personalised portfolio construction
✓ Collaboration with immigration lawyers and professional advisers
✓ Ongoing investment advice beyond residency
Ready to Take Your Portfolio Seriously?
Let’s Start the Conversation
Choosing New Zealand is more than an investment decision—it’s a life decision.
Nearly 20 years ago, BeaconPoint’s founder made that same journey. Today, we help international investors navigate theirs through personalised investment advice, an institutional-grade operating model and long-term wealth management tailored to their goals.
If you’re considering the Active Investor Plus Visa, we’d welcome the opportunity to discuss your investment strategy and how BeaconPoint can support your move to New Zealand.