Moore Markhams Financial Services
Licensed Financial Advisory
Licensed financial advisory for individuals and businesses with domestic and international financial needs.
Moore Markhams Financial Services provides licensed financial advisory for individuals and businesses navigating domestic and international financial decisions. Whether you are planning for retirement, transferring a pension from overseas, establishing a business in New Zealand or structuring an investment to meet visa requirements, we provide personal, direct advisory backed by the Moore Global network.
Our team, led by Marc Nel and Michelle Chen, works directly with every client. There are no call centres, no account managers and no handoffs. You deal with the same people from your first conversation through to ongoing management.
Moore Markhams Financial Services operates under Financial Advice Provider number FSP1011069
Our Services
What we do
We advise across five core service areas, each designed to address a specific financial need.
KiwiSaver advisory, retirement income planning, model portfolio investment, estate planning and succession planning. For individuals and couples who want a dedicated advisor who understands their full financial picture.
Transferring pensions and retirement funds from the UK, Australia and other jurisdictions into New Zealand structures.
We also, assist with the complexities of managing USA retirement assets, potential taxation and distribution pitfalls.
Structuring investments to meet New Zealand investor visa capital thresholds. Sourcing qualifying businesses for acquisition through the Moore Markhams network. Coordinating with immigration advisors and lawyers so the financial and immigration workstreams align.
End-to-end New Zealand establishment for international businesses. A single point of contact coordinating premises, banking, recruitment, accounting systems and regulatory compliance. Ongoing referral to a Moore Markhams accounting firm for tax and compliance from day one.
Advising New Zealand-based businesses on international investment. Cross-border tax coordination, foreign reporting interpretation and liaison with overseas accountants through the Moore Global network.
Clients
Our clients include New Zealand residents planning for retirement, returning Kiwis transferring overseas pensions, migrants settling their finances in a new country, high net worth individuals meeting investor visa requirements, international businesses establishing New Zealand operations, and New Zealand businesses investing overseas.
We also work closely with referral partners, including lawyers, immigration advisors and real estate agents, and with Moore Markhams accounting firms across New Zealand who refer clients with cross-border or specialist financial needs.
Who we work with
Your financial advisors
Qualified and Regulated
Why Moore Markhams Financial Services
We hold a Financial Service Licence (FSL), which means we are qualified and regulated to provide financial advisory in New Zealand. Our advice is independent and built around your situation, not around a product menu.
We are part of the Moore Markhams network in New Zealand and the Moore Global network internationally. This gives us established connections in over 100 countries, access to trusted accounting and advisory firms in the jurisdictions our clients operate in, and a referral model that keeps all of your advisors connected.
When we work with you, the ongoing accounting, tax and compliance work is referred to a Moore Markhams accounting firm. This means you get a coordinated service across financial advisory, accounting and tax, without having to manage multiple unconnected providers.
Communication and Conversation
We start with a conversation, not a sales pitch. We want to understand your situation, your goals and the financial decisions you are facing. From there, we provide clear, direct advice and a plan that makes sense for your circumstances.
We communicate openly, we avoid surprises and we keep you informed at every stage. If we are working with your lawyer, accountant or immigration advisor, we keep them in the loop too. Our referral partners know what is happening with their clients because we believe that trust is built through transparency.
Our Approach
Talk to us
Whether you have a specific financial question or you are not sure where to start, we are here to help.
Contact Marc Nel or Michelle Chen via this form to book a conversation.
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