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New Zealand From NZ$5,000,000 investment — Active Investor Plus programme
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New Zealand AIP Visa 2026

Active Investor Plus
From NZ$5,000,000$3.0M USD
Min. Investment
From NZ$5,000,000
$3.0M USD
Processing
11 weeks
Visa Type
Active Investor Plus
Citizenship Path
Yes(5 years)
Stay Required
21 days/year
Family Included
Yes (6 categories)

Programme Overview

The New Zealand Active Investor Plus (AIP) Visa offers indefinite residency for high-net-worth investors through complying investments. NEW 2025: Charitable contributions/philanthropy now confirmed as qualifying investment in Balanced category. As of March 6, 2026, AIP visa holders can purchase residential property valued at NZ$5M+ with Overseas Investment Office (OIO) approval in just 5 working days. Choose between Growth (NZ$5M, 3 years, 21 days total) or Balanced (NZ$10M, 5 years, 105 days total—reducible to 63 days) categories. Application processing: 80% approved in principle within 11 weeks. Application fee from NZ$27,470.

New Zealand's Active Investor Plus (AIP) Visa programme, launched in 2022 to replace the former Investor Visa categories, represents the gold standard in investor immigration. Designed for sophisticated global investors, the programme requires significant capital commitment—NZ$5 million minimum for the Growth category or NZ$10 million for the Balanced category—alongside genuine engagement with New Zealand's economy. In return, investors gain access to one of the world's most desirable countries: clean, safe, politically stable, with a high quality of life and a strong rule of law. New Zealand's territorial tax system means foreign income is generally not taxed, while the March 2024 property reforms have made real estate investment viable again for AIP applicants. For ultra-high-net-worth families seeking a "Plan B" in the Southern Hemisphere, New Zealand offers an unmatched combination of lifestyle, security, and long-term wealth preservation. The AIP's active investment requirement means this programme suits engaged investors, not passive wealth parkers.

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Fund Your New Zealand Investment with a Lombard Loan

Instead of liquidating your portfolio to fund the From NZ$5,000,000 New Zealand investment, use your existing assets as collateral and keep your money working for you.

Traditional: Liquidate Assets

  • ✗Sell From NZ$5,000,000 from your portfolio
  • ✗Trigger capital gains tax (up to 20%)
  • ✗Lose years of compound growth
  • ✗After 10 years: $10.79M

Lombard Loan: Keep Your Portfolio

  • Borrow From NZ$5,000,000 against $10.00M collateral
  • No capital gains event triggered
  • Portfolio continues growing at ~8%
  • After 10 years: $19.84M
Your advantage with Lombard+$9.04M

10-Year Wealth Projection

Lombard Strategy
Liquidate Assets
Collateral Required
$10.00M
50% LTV
Annual Interest
$175,000
~3.5% rate
10yr Interest Total
$1.75M
Typically capitalised
Net Advantage
+$9.04M
vs. liquidating
Explore Lombard FinancingLearn more about financing options

Investment Options

Key Benefits

Indefinite visa with travel rights (4 years Growth, 6 years Balanced)
Pathway to permanent residence after investment period
Fast-track property rights: NZ$5M+ residential with 5-working-day OIO approval
Include partner/spouse and dependent children under 24
Ultra-low physical presence: 21 days total (Growth) or 63-105 days (Balanced)
Balanced: reduce days by 14 per additional NZ$1M (max 42-day reduction)
Charitable contributions/philanthropy accepted as qualifying investment (Balanced)
Flexible investment options: managed funds, equities, bonds, PE/VC, property development
World-class quality of life (#1 Fragile States Index)
No capital gains tax (except property speculation), no inheritance tax
Path to citizenship after 5 years as permanent resident
English-speaking Common Law country
Fast processing: 80% approved in principle within 11 weeks
Avoid NZ worldwide taxation with managed funds strategy + IRD Binding Ruling

Eligibility Requirements

•Be a fit and proper person (no business fraud, dishonesty convictions, or financial impropriety)
•Invest lawfully-earned or lawfully-acquired funds with full documentation
•Growth: NZ$5M in direct investments or managed funds (higher-risk assets)
•Balanced: NZ$10M across direct investments, managed funds, listed equities, philanthropy, bonds, or property developments
•Transfer investment funds to New Zealand within 6 months of approval in principle (extendable 6 months)
•Meet health requirements (medical examination and chest X-ray required)
•Meet character requirements: police certificates from all citizenship countries + any country with 12+ months residence in last 10 years (certificates must be <6 months old)
•Physical presence: Growth 21 days total over 3 years, Balanced 105 days total over 5 years (reducible)
•Provide evidence of continued investment at 24 months and end of investment period
•Family members must arrive in NZ within 12 months of visa grant or must reapply
•Application fee: from NZ$27,470

Investment & Stay Requirement Details

•Balanced Category Stay Reduction: The 105-day requirement can be reduced by 14 days for each additional NZ$1M invested in Growth category assets (maximum 42-day reduction)
•Stay Reduction Breakdown: NZ$10M = 105 days, NZ$11M = 91 days, NZ$12M = 77 days, NZ$13M = 63 days (minimum)
•Additional funds must be nominated BEFORE approval in principle—cannot be added later
•Growth Category: Direct investments in NZ companies or managed funds focused on higher-risk growth assets
•Balanced Category: Broader options including listed equities, philanthropy, bonds, and property developments (new residential/commercial/industrial, existing commercial/industrial)
•Property Purchase Rights: WARNING - Property ownership creates high Permanent Place of Abode (PPOA) tax residency risk. Managed funds strategy recommended to minimize PPOA risk.
•All investments must be assessed as acceptable by Invest New Zealand
•Investment funds must be lawfully earned or acquired with full documentation of source
•Evidence of continued investment required at 24-month checkpoint and end of investment period (within 3 months of each checkpoint)

Application Timeline

Total Time
11 weeks
1

Application Submission

Immediate

Apply with us. We prepare your complete application package with supporting documents: 2 photos, police certificates, source of funds evidence, medical examination/chest X-ray, and comprehensive cover letter summarizing your evidence

2

Processing & Approval in Principle

11 weeks (80% of applications)

Immigration NZ processes application and grants approval in principle. Official processing standard: 80% approved within 11 weeks from NZ$27,470 application fee payment

3

Transfer & Invest Funds

6 months (extendable +6 months)

Transfer investment funds to NZ and complete qualifying investments within 6 months of approval in principle. Extension available for additional 6 months if reasonable steps shown

4

Investment Period & Compliance

36 months (Growth) or 60 months (Balanced)

Maintain qualifying investments and meet physical presence (21 or 105 days total). Submit evidence at 24-month checkpoint and end of period. Complete post-investment questionnaires within 3 months of checkpoints

5

Permanent Resident Visa

3-6 months processing

Apply for Permanent Resident Visa after completing investment period. Early application available after holding Investor Resident Visa for 24+ months. Permanent visa allows indefinite travel in/out of NZ

6

New Zealand Citizenship

60 months (5 years) as permanent resident

Eligible to apply for NZ citizenship after 5 years as permanent resident. Requirements: 1,350 days in NZ over 5 years with 240 days in each of final 5 years, English language proficiency, good character. Processing time: 12-18 months

Family Inclusion

  • •Partner/spouse (must demonstrate genuine, stable relationship with 12+ months cohabitation)
  • •Dependent children aged 24 and younger
  • •For ages 21-24: must provide proof of financial reliance on primary applicant
  • •Children born after original application can be included via Dependent Child Resident Visa after approval in principle
  • •Family members must arrive in NZ within 12 months of visa grant or must reapply for residence
  • •All family members receive residence visas with same pathway to permanent residence

Taxation

New Zealand taxes residents on worldwide income at progressive rates up to 39%. Tax residency triggered by 183+ days in NZ in any 12-month period OR by Permanent Place of Abode (PPOA). CRITICAL: Purchasing NZ property creates HIGH risk of PPOA designation and worldwide taxation even with fewer than 183 days. STRATEGY: Use managed funds or listed equities instead of property to MINIMIZE PPOA risk (no physical property = minimal PPOA indicators). For absolute certainty, apply for IRD Binding Ruling—a legally binding determination from Inland Revenue that confirms your tax status. Once issued, the IRD must honour the ruling and cannot later reassess you differently. Binding Rulings recommended even for managed fund investors. Cost: NZ$2,000-5,000, timeline 6-8 weeks. No capital gains tax (except property speculation), no inheritance tax.

Residency Requirements

Growth Category: minimum 21 days TOTAL over entire 36-month investment period (NOT per year). Balanced Category: minimum 105 days TOTAL over entire 60-month investment period (NOT per year)—reducible by 14 days for each additional NZ$1M invested in Growth category investments (maximum 42-day reduction, bringing minimum to 63 days). Days must be physically present in NZ during investment period. Visa grants indefinite travel rights: Growth 4 years from first arrival, Balanced 6 years from first arrival.

Path to Citizenship

Eligible for NZ citizenship after 5 years as permanent resident, including physical presence requirements (1,350 days over 5 years with 240 days in each of final 5 years). English language proficiency and good character required. Permanent Resident Visa application available after completing full investment period (36 or 60 months) OR early application available after holding Investor Resident Visa for 24+ months.

Costs & Fees

Investment Capital (Growth)
NZ$5,000,000 (~$3,000,000 USD)

Minimum investment for Growth category

Investment Capital (Balanced)
NZ$10,000,000 (~$6,000,000 USD)

Minimum investment for Balanced category

Application Fees
NZ$27,470 (~$16,500 USD)

Immigration New Zealand application and assessment fees

Immigration Advisers
NZ$20,000-50,000

Licensed immigration adviser fees for application preparation

Legal & Tax Advice
NZ$15,000-30,000

Legal structuring and tax planning advisory

Medical & Police Certificates
NZ$1,000-2,000 per person

Required health and character documentation

Total Estimated Cost
NZ$5,100,000-$10,150,000 total (~$3.1-6.1M USD) including investment and all fees
Finance with Lombard Loan

Is New Zealand Right for You?

Ideal For

  • Ultra-high-net-worth families seeking Southern Hemisphere "Plan B"
  • Investors wanting access to both New Zealand and Australia
  • Families prioritizing quality of life, safety, and education
  • Entrepreneurs interested in NZ business opportunities
  • Those seeking territorial taxation and no capital gains tax
  • Investors comfortable with active investment engagement

Consider Alternatives If

  • •Those with budgets under $3 million USD
  • •Passive investors wanting no involvement with investments
  • •Those unable to meet annual presence requirements
  • •Investors seeking quick returns (long investment periods)
  • •Those wanting immediate permanent residency (multi-year process)

Alternative Programmes to Consider

Australia

If you want to live primarily in Australia. Australia's SIV requires A$5M but provides direct Australian residence.

Portugal

If you prefer Europe and lower investment. Portugal offers EU residency from €250,000.

UAE

If you want zero-tax residency with lower investment. UAE Golden Visa from $545,000.

Related Resources

Financing Strategy

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New Zealand AIP Visa 2026 Guide

March 6 property reform, Growth vs Balanced categories, and tax residency warnings.

NZ vs European Golden Visas

Why high-net-worth investors are choosing NZ over Greece and Portugal.

Complete Guide to Golden Visa Financing

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Frequently Asked Questions

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Data Current as of
March 23, 2026

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© 2026 Golden Visa Loans. All rights reserved.•Industry Data Sources

Lead Analyst: Law Degree | MSc Global Finance (City, University of London) | CISI Level 7 Chartered Wealth Manager

2026Verified Advisor

About the Report: The 2026 Global Wealth Migration Report provides real-time analysis of the shifting tax and residency landscape for HNWIs. Key 2026 benchmarks include the March 6 New Zealand Property Reform for AIP holders, the €300,000 Italy Flat Tax hike, and the Dutch Box 3 "Actual Return" Act (passed Feb 12, 2026). Our data helps investors navigate unrealized gains taxes and liquidity traps through strategic investor visas and Lombard loan structures. Data last verified: March 23, 2026.