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New Zealand RBI - Active Investor Plus Balanced Category

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New Zealand · Investment route

NewZealandRBI-ActiveInvestorPlusBalancedCategory

Invest NZD 10 million through the Balanced Category of the New Zealand Active Investor Plus Visa and obtain New Zealand residency by investment with diversified assets.

10,000,000 NZDInvest from
2 monthsTimeline
Balanced CategoryRoute

Last updated: 2025-10-08

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Programme overviewنظرة عامة

The Balanced Category of the New Zealand Active Investor Plus Visa requires a minimum investment of NZD 10 million maintained for 5 years in approved assets such as bonds, listed equities, managed funds, and property development projects supporting housing or infrastructure in New Zealand. This New Zealand investor visa option is designed for individuals seeking stable long-term investment opportunities through the New Zealand residency by investment program. Investors must spend at least 105 days in New Zealand during the investment period while maintaining their diversified investment portfolio.


What you getالمزايا

Thebenefits,infull.

Access New Zealand residency by investment through the Active Investor Plus Visa

No taxes on gifts, estates, wealth, or capital gains

Ability to include spouse and dependent children in the New Zealand investor visa application

High standard of living, safety, and strong political stability in New Zealand

Diversified investment portfolio across bonds, equities, and infrastructure assets

A multicultural society and an excellent quality of life

Eligibilityالأهلية

Whatittakestoqualify.

Requirements

Must be invested in New Zealand active investments (companies, equities, or managed funds).

Minimum 21 days in New Zealand during the 3-year Growth investment period.

Funds must be transferred within 6 months after Approval in Principle (AIP).

Applicant must meet health, character, and lawful source of funds requirements.

Can include partner and dependent children up to age 24.

The processكيف نعمل

Fromfirstcalltoapproval.

01

Eligibility Assessment

Candidates must be at least 18 years old, have a clean criminal record, pass a medical examination, and demonstrate a lawful source of funds.

02

Submit Expression of Interest (EOI)

Applicants submit an EOI to Immigration New Zealand detailing their investment plan under the New Zealand Active Investor Plus Visa.

03

Approval in Principle (AIP)

If the application is successful, investors receive an Approval in Principle letter, allowing six months to transfer investment funds.

04

Investment Transfer

Applicants must invest NZD 10 million under the Balanced Category in approved assets within New Zealand’s investment visa program.

05

Residency Visa Approval

Once the investment is verified, the New Zealand investor visa is granted, allowing investors and their families to live, work, and study in New Zealand.

Document checklistالوثائق

Everythingneededtofile.

Identity & Civil

Identity verification

  • Valid passport and identity documents

Investment & Funds

Proof of funds

  • Proof of NZD 5 million investment funds
  • Evidence of the legal source of funds (business income, property sale, inheritance, investments, etc.)
  • Bank statements and financial records

Experience

Professional background

  • Business ownership, investment, or senior management experience proof

Police & Health

Health and character

  • Police clearance certificate
  • Medical examination reports

Investment Plan

Investment details

  • Investment plan for approved New Zealand growth investments

Your XIPHIAS advisor prepares a personalised document list at onboarding. The checklist above is indicative and may vary by family size.

Family scopeالأسرة

Whotravelswithyou.

All eligible dependants can be included in one application or added after approval.

Spouse or common-law partner
Dependent children up to age 24

Age limits, dependency definitions, and addition fees vary by jurisdiction. Your advisor confirms exact rules at onboarding.

Risk notes

!

Investment values in bonds, equities, or property development projects may fluctuate based on market conditions in New Zealand.

!

Failure to maintain the required NZD 10 million investment or meet the residency requirement may affect the New Zealand investor visa status.

Compliance

Investors must maintain approved investments for the entire 5-year period under the New Zealand investment visa program.

Applicants must comply with Immigration New Zealand regulations and provide ongoing proof of investment and residency requirements.

Questionsأسئلة شائعة

This route, answered.

Applicants must invest NZD 10 million under the New Zealand Active Investor Plus Visa Balanced Category.

Start the New Zealand route.

A senior advisor will confirm the exact costs, timeline and documents for your case — privately, and entirely off the record.