Specialist Consultants

Supporting Investor Visa Applications

We support Active Investor Plus (AIP) Visa Applicants.


We specialize in the AIP Growth Category where investments are made in the private market.


We build portfolios that satisfy Visa requirements vased on:

  • Client preference
  • Available private market opportunities - private capital funds and private companies

New Zealand Investor Visa

Growth Category - $5 Million in the Private Market

  1. Make investments in six months (potential for six-month extension)
  2. Hold investments for at least three years
  3. Spend 21 days in NZ over three years

"Finding attractive investments in a small and illiquid market can be challenging.


Compounding the problem is trying to get it done in a narrow six-month window.


Funds may not be open for new commitments and good private companies for direct investment are hard to find.


Having advisors in your corner that have done it and know the landscape and people has never been more important."

We coordinate client preferences with available private market investments to create custom portfolios.

AxisNZ Portfolio Examples

Funds

Private Equity, Private Debt & Venture Capital Funds

Private Companies

Direct Investments

Combination

Private Company & Fund Investments

AxisNZ Recommendation

Our recommendation for most clients is a portfolio of four investments in private equity and private debt funds.


This arrangement typically meets client risk and liquidity preferences.

  1. Make investments in six months (potential for six-month extension)
  2. Hold investments for at least three years
  3. Spend 21 days in NZ over three years

Benefits


Diversification


Professtional investment management

What You Avoid


Risk


Direct investments


Time consumption

AxisNZ Preferrred Structure

A dedicated Limited Partnership for each AIP Applicant

Flexible, Familiar & Simple


  • Make a range of investments to meet visa requirements
  • Adapt to private market timing gaps
  • One entity and one report captures all investment activity
  • LP reporting recognised for Home Country tax.
  1. Limited Partnership

Tax & Reporting

NZ, US & EU have similar LP tax treatment

NZ Limited Partnership Reporting

Contents

Home Country Accountant

Annual Limited Partnership Statement

NZ, US & EU have similar LP tax treatment

Witholding Tax Certificate

NZ, US & EU have similar LP tax treatment

Bank Statements

NZ, US & EU have similar LP tax treatment

Get In Touch

John Holt

Steve Turner