NZ Investor Migration

Join us for business, networking & deal-making in Hong Kong this Jan

A great crowd assembled  for the AFF information briefing  on Tuesday 17th October to hear about the forthcoming AusNZ delegation to the Asian Financial Forum in Hong Kong, 14th to 19th January, 2018.
Luca de Leonardis, Invest HK

Luca de Leonardis, InvestHK kicked off the briefing at historic Hong Kong House in Sydney. He explained why Hong Kong is the Gateway for those looking to do business in China and how they can assist with business set up.

Head of Hong Kong Trade and Development Council (HKTDC) Bonnie Shek delivered the keynote presentation on the Asian Financial Forum (AFF) conference, now in it’s 11th Year. Hong Kong is a hub for international business and investment, and is the gateway to more than 5 million HNW individuals.

Bonnie Shek, HKTDC

Part of International Finance Week, last years event saw 100 global leaders, speaking to almost 3,000 business and finance delegates from 50 countries, plus 620 one-on-one business matching meetings at the AFF Deal Flow.

You can download the AFF presentation here and view the video here. 

Attend as part of the AusNZ mission

Those that have done business in China will be familiar with the term “guanxi” and the concept of “three cups of tea” of stranger to friend to part of the family.

Mission leader Stacey Martin, Founder of Expat Advisors Community, shared her AFF journey from first year overwhelm, second year focus, third year a clear proposition, fourth year holding expat and Significant Investor Visa events and fifth year running the mission.

Leveraging these learnings, this year there will be individual delegate consultations to ensure those that decide to come along will be well prepared. This includes networking tools, clear positioning on what they have to offer and who they would like to meet for the Delegate Booklet and social media profiles.

Following the Sunday evening welcome event and the two day AFF conference, delegates will have the opportunity to showcase their services at the migration and property seminars which are being promoted to local networks and businesses.

A day trip into Shenzhen to see the real China will be followed  by the Family Office Conference back in Hong Kong. There will also be an evening Junk cruise on Hong Kong Harbour.

You can view the current draft itinerary here.

Feedback from past delegates
Steve Newnham and Adam Goern from Farms and Finance.

The 2017 mission saw the trialing of Adam Goerns Farms and Finance platform to augment the AFF deal-flow matching . First time delegate Steve Newnham found it  a useful tool to represent a number of agriculture deals.

View the Farms and Finance video here.

Despite having been to Hong Kong around 50 times, Vincent Lim of Sumo Group still finds the AFF a great forum for gaining up to date knowledge and insights whilst catching up with business partners.

Drew Waters, past CEO of AustCham Hong Kong now back in Australia shared how the local Chamber is there to help Australians looking to do business in Hong Kong, with representative committees including Finance, Legal and Tax providing Thought Leadership and representation.

Steve Newnham, Drew Waters, Stacey Martin, Vincent Lim, Adam Goern.
Who Should Attend

Whether a first time trip and study tour to hear from leading experts on the opportunities in Asia, are ready to do businss and want to build relationships or have an extablised network, there is something for everyone wanting to benefit from the growth in Asia.

Delegates will include services providers across finance, wealth management, legal, accounting, migration and property. Also business and project owners, particularly Agriculture, seeking strategic investment partners at the AFF Deal Flow.

One of the key benefits of attending with a group of like-minded business people is the comradery among the delegates who can position each others businesses.


We are delighted to have endorsement of the mission from Austrade, Australian Services Roundtable, Pacific Economic Basin Council and AustCham in Hong Kong and Shenzhen. Plus of course HKTDC, Invest HK, HKABA and HKNZBA.

Sponsorship packages are available for those considering bringing two or more delegates and we expect to soon announce from banking, funds management and professional services.

For more information

Download the AFF Mission Flyer 2018 or go to the  website where you will find more information and regular updates. If you are interested in finding out if coming to Hong Kong, third week of January, will suit your business growth plans contact Stacey Martin at or call +61 413 127 677.

Australian Launch of New Zealand Investor Visa

Hosted by CQ University in Sydney on 12th October, the launch of the Partnership between Migration Alliance and Conrad New Zealand, who has a solution for the NZ Investor2 Visa, was an overwhelming success.

Liana Allan, Migration Alliance, welcomed the attendees, including many who had traveled from interstate to hear about this new initiative.

Investor Visa Consultant, and founder of Expat Advisors Community network, Stacey Martin set the scene. Having led the Significant Investor Visa for a major bank, she explained that those from China, Hong Kong, Vietnam and India looking to move to Australia had seen a significant drop off in applications following the change to riskier complying investments.

Many may see New Zealand as a viable alternative with a similar lifestyle and quality education system. NZ has lower investment commitment of NZD 2.5M verses AUD 5.0M plus allows investment in residential real estate projects.

Migration Overview

James Hall of ANZ Migration who is both an Australian registered migration agent and New Zealand licenced immigration advisor explained the program.

He also shared how helpful and responsive New Zealand Immigration (NZI) has been in his dealings which was welcomed by the agents in attendance. The Australian Department of Immigration (DIBP) seems overwhelmed with so many changes, particularly the impact of the 457 employment migration review.

Whilst around 25% of the agents in attendance already hold a NZ migration licence, other agents have the option of collaborating to serve their clients interested in this option.

You can download the presentation by James Hall  here. 

Eligible Investments

These investor visas require and investment of NZD 10M for the Investor1 program and NZD 3M for Investor2. The later is reduced to NZD 2.5M where half is invested in growth assets.

Eligible investments include NZ bonds, property funds and shares held in a fund or directly. In addition the Conrad Property structure for off the plan property is an attractive solution for many, particularly as a home for the family and students at the end of the visa term.

Flyer comparing Australia and New Zealand Investor Migration can be downloaded here. 

Conrad Property Solution

The Conrad team outlined the history of the business which has become the largest apartment developer similar to Mirvac and Meriton in Australia. They concentrate on Auckland which has seen the highest net migration and has experienced a shortage in accommodation.

An Investor 2 application can accommodate up to 3 off the plan apartments, chosen by the applicant. The funds are placed in trust in a bank deposit earning interest while the property is built, transferred on settlement and put on the rental market, before being transferred to the applicant after the four year visa is granted.

Dowload the Conrad presentation here. 

Want to know more?

Events are currently being planed for Tuesday 14th November in Brisbane and Thursday 16th November in Melbourne.

Contact for an introduction to Migration Alliance, a New Zealand licenced immigration advisor or representative from Conrad to discuss your business and any client interests.

In the meantime, check out this Immigration New Zealand video.

Stacey Martin, Founder of Expat Advisors Community, and Investor Migration Consultant for Australia and New Zealand, can connect potential applicants and agents with appropriately licensed migration agents, legal, tax and financial advisors. Contact Us about our Concierge Service.

Exploring Vietnam: from business to leisure

Stacey Martin with Dominica Nelson and Suzanne Gilham from NSW Trade & Investment.
Vietnam is somewhat like China but in many ways quite different. It is part of the group of 10 ASEAN countries. Its land size is similar to New Zealand but has a population of around 90 million people.
Some observations from my recent “Bliesure” trip

Continue reading Exploring Vietnam: from business to leisure

New Zealand Investor Visa includes residential real estate

Immigration New Zealand has made a smart move to discourage applicants from placing investments entirely in bonds. From 22 May 2017,  where 50% of the investor visa funds are invested in “growth oriented” investments, the amount that is required for the Investor 2 visa is discounted by NZD 500,000.

With similar climates, wide-open spaces, good schooling and a strong economy, like Australian, New Zealand is an attractive destination for migration and is already popular in China.

Investor 1 (Plus) Category – 3 years

This investor visa is NZD 10 M. Where 25% is invested in “growth oriented” investments the physical presence requirement of 88 days will now be spread over 3 years, rather than 44 days each in years 2 and 3.

Investor 2 Category – 4 years

This investor visa is now NZD 3M up from NZD 1.5M which also required NZD 1.0M of settlement funds. Under the new rules only NZD 2.5M will be required where 50% is invested in “growth oriented” investments. The physical presence requirement of 438 days to be spread over the 4 year term rather than 146 days in years 2,3 and 4.

Note there is a limit on the number of these visas of 400, increased from 300. There is also a softer “business experience” definition of 3 years, although English language skills are required and applicants must be under age 65.

Acceptable Investments

  • Growth oriented investments – New Zealand shares unlisted or listed either directly or through managed funds, and new residential property developments designed for commercial return, not personal use
  • Non-growth oriented investments – New Zealand Government and corporate bonds including banking and financial firms, and philanthropy to a maximum of 15%.

New Zealand Citizenship

Once the visa has been granted the pathway to permanent residency is just one year. Further, the opportunity to include investment in certain “off-the-plan” property will be well received by those who prefer investing in real estate and want to have a home for the family or children studying at the end of the four-year visa term.

For those who are weighing up the options, the NZ Investor 2 being equivalent to AUD 2.2M is less than half the amount of Australia’s AUD 5M Significant Investor Visa.

Stacey Martin is the founder of Expat Advisors Community, a network for professionals with internationally connected clients. With a background in financial services, today Stacey consults on investor migration managing relationships between Asia, in particular, China, Vietnam, India and Australia, New Zealand. She is the author of Smooth Road to Travel: China to Australia” which can be downloaded here.

For more information contact or call +61 (0) 413 127 677.