Kingshield Investments Limited
Kingshield Investments Limited is a fee-based advisory firm based in Auckland, serving the needs of clients around New Zealand, with a focus on providing impartial investment recommendations to British ex-pats, returning Kiwis and individuals planning for retirement.
WHO WE ARE:
- Kingshield Investments Limited has an experienced adviser with 30 years of experience in global finance.
- Our team prioritises clients’ needs, committed to the highest levels of professional excellence and integrity.
- We believe in a consultative approach, enabling clients to make informed decisions about their investment strategy.
WHAT WE DO:
- We offer investment advice to British ex-pats and returning Kiwis, helping them transfer overseas pensions and invest in New Zealand.
- Our services include providing investment recommendations to clients aged 55+, Baby Boomers and Seniors, who are planning or preparing for retirement.
- We also assist clients who have released funds from their pension or have other investable capital, helping them make the most of their savings.
WHY CHOOSE US:
- Our advisers are qualified professionals with in-depth knowledge of the investment market and products.
- We provide a personalised service, taking the time to understand each client’s unique needs and circumstances.
- Our goal is to help clients achieve their long-term financial goals, whether that’s retirement planning or wealth management.
FAQ
1. What types of investments do you recommend?
We recommend a range of investments, including those suitable for British ex-pats and returning Kiwis, as well as options for clients aged 55+, Baby Boomers and Seniors.
2. Can you help me transfer my overseas pension?
Yes, we can assist with transferring overseas pensions and provide advice on the best investment options for your situation.
3. How do you approach investment planning?
We take a consultative approach, working closely with clients to understand their financial needs, circumstances and long-term goals and providing tailored investment recommendations accordingly.