The New Zealand Active Investor Plus Visa’s Balanced Fund offers an opportunity for investors gain residency by contributing to the local economy. Applicants can help drive innovation and support local businesses—while building a future in one of the most dynamic and welcoming country in the world.
The AIP Balanced Fund Visa is well named. “Balanced” describes exactly what it does. It takes the middle ground in comparison to the AIP Growth Fund– and provides an option to make direct investments in a New Zealand business, managed funds, listed equities, bonds, philanthropy and property developments. There is a chance it may probably grow faster than a conservative fund but this depends on various risk and other factors your New Zealand and/or local financial investment advisor will advise you on.
This fund is a chance for less conservative investors and high-net-worth families to gain residency by investing in the New Zealand economy. The Balanced AIP Visa is good for investors looking for a mixed portfolio with a focus on different risk options.
Anyone looking to use a Balanced Fund as a pathway into New Zealand will need at least NZD 10 million to invest in the country for at least five years. This visa offers flexibility, allowing you to select from a range of investment options such as managed funds, bonds, and direct investments, while also providing choices with lower risk.
It’s worth noting that anyone applying for this visa must spend at least 105 days of the five-year period in New Zealand.
The AIP Growth Visa is ideal for dynamic investors seeking access to a broader spectrum of high-growth investment options. Those who are looking for an ‘in’ on New Zealand’s business ecosystem could find their opening here.
AIP - Growth Fund
Although there isn't a New Zealand gold visa per se. The closest thing is the Active Investor Plus Visa (AIP), which is gold for those seeking a direct, high-impact way into residency.
The AIP Visa is a streamlined pathway that rewards those willing to take on greater investment risk with a lower capital requirement. Designed to attract strategic investment, the AIP Visa is the way into one of the world’s most stable, prosperous, and innovation-driven economies.
At Avancier Legal, we are in our element with investor visa applications and planning cross-border migration planning for high-net-worth individuals, family offices, and globally mobile professionals.
For Avancier Legal, investor visa applications and cross-border migration planning is our bread and butter. for high-net-worth individuals, family offices, and globally mobile professionals.
Although there isn't a New Zealand gold visa per se, the closest thing is the Active Investor Plus Visa (AIP), which is gold for those seeking a direct, high-impact way into residency while delaying their tax residency. We can help you work out the best pathway to residency for you.
To apply for the Active Investor Plus Visa, you’ll need to submit an Expression of Interest (EOI) to Immigration New Zealand. Once invited, you can lodge a formal application, including proof of funds, investment plans, and identity documents. Avancier Legal provides end-to-end legal support for investor visa applications, ensuring your submission meets all regulatory and timing requirements.
Yes, New Zealand citizenship by investment is possible, but it’s a multi-stage process. First, you must obtain residency through the Active Investor Plus Visa. After maintaining your investment and meeting residency requirements (including a minimum stay of 21 days over 3 years), you may apply for permanent residency. Citizenship can follow once you meet the criteria set by the Department of Internal Affairs.
New Zealand does not impose a capital gains tax in most cases, and has no gift, no inheritance and no estate tax. It has a network of double taxation agreements, including with the United States. However, US investors should be aware of their ongoing IRS obligations. Avancier Legal offers pre-immigration legal and tax planning, working alongside your US advisors to ensure compliance and optimal structuring for cross-border investment.
