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About Us

Move My Pension / McKenzie Financial Planning is a family owned company with many years of experience transferring UK pensions to New Zealand and providing financial advice on ethical investments.

Having no company ties, their Advisors are free to use any NZ QROPS scheme that will achieve their client’s retirement goals. A Disclosure Statement is available on request and free of charge

Luke McKenzie CFPCM

Luke is a CERTIFIED FINANCIAL PLANNERCM professional and Investment Advisor, who specialises in New Zealand-based advice for new migrants from the United Kingdom. His extensive business experience provides him with an excellent background in financial planning. He is a competent financial advisor with the knowledge and ability to advise on all aspects of financial advice including risk management, estate planning, New Zealand Superannuation, and investments. He is also experienced in UK pensions, endowments, and investments.

Reid McKenzie BMS(Hons)

Reid is a Financial Advisor who specialises in investment and life, disability, and health insurance advice. Since joining Move My Pension / McKenzie Financial Planning, he has been integral in reviewing core business systems and processes with a focus on streamlining the onboarding process for new clients. He is a competent financial advisor with the knowledge and ability to advise on all aspects of personal risk insurance and investments.

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After a many jobs in the UK I had lots of Pension schemes. A nightmare to control and understand. Transferring them to NZ has made retirement simpler and understandable. A professional company to deal with.

S & M Long, Auckland

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Welcome back

Have you just moved back to New Zealand after working in the…

UK pension transfer
What does 2020 hold for Pensions?
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Move my pension - contact us
Pension cold-calling ban takes effect
A ban on nuisance calls about pensions has now come into force...
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