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XIPHIAS Immigration
New Zealand RBI - Active Investor Plus Balanced Category
At a glance

Quick facts

Minimum investment NZ$10,000,000; Typical timeline 2 months; 2 highlights

Minimum investment
NZ$10,000,000
Currency: NZD
Typical timeline
From application start
Highlights
  • Active Investor Plus Visa
  • Balanced Category
Program

Program specifics

Route type
Balanced Category
Eligible residency pathway
Last updated
Subject to regulatory change

Information is indicative and may change; confirm current terms with an advisor.

~10 sec

Quick eligibility check

Answer 5 short questions. No data is sent to our servers.

0/5 answered
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1Question 1 of 5 — Do you have NZD 10 million available to invest under the New Zealand Active Investor Plus Visa Balanced Category?
2Question 2 of 5 — Can you provide documentation showing the legal source of your investment funds?
3Question 3 of 5 — Are you willing to maintain the investment in approved assets for 5 years in New Zealand?
4Question 4 of 5 — Can you spend at least 105 days in New Zealand during the investment period?
5Question 5 of 5 — Are you able to meet health and character requirements for a New Zealand investor visa?

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Program overview

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.

Eligibility

  • 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.

Key benefits

  • 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
Checklist

Document checklist

8 total items

Documents vary by profile and family composition; we'll tailor your final list.

Identity & Civil
1 item
  • Valid passport and identity documents

Identity verification

Investment & Funds
3 items
  • 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

Proof of funds

Experience
1 item
  • Business ownership, investment, or senior management experience proof

Professional background

Police & Health
2 items
  • Police clearance certificate
  • Medical examination reports

Health and character

Investment Plan
1 item
  • Investment plan for approved New Zealand growth investments

Investment details

Snapshot

Eligible dependents

3 of 4 categories included

3 of 4 categories eligible. Children up to 24. Parents from 0+ years. Spouse included. Siblings not included.

IncludedNot included
Spouse
Included
Yes
Children
Up to 24 years24
Yes
Parents
From 0+ years0+
Yes
Siblings
Not included
No

Application process

Process

How it works

  1. Step 1: 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.

    GuidedAvg. 2–4 weeks

  2. Step 2: 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.

    GuidedAvg. 2–4 weeks

  3. Step 3: Approval in Principle (AIP)

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

    GuidedAvg. 2–4 weeks

  4. Step 4: Investment Transfer

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

    GuidedAvg. 2–4 weeks

  5. Step 5: 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.

    GuidedAvg. 2–4 weeks
Disclosure

Risk & compliance

Please read carefully. These notes are informational and do not constitute legal or financial advice.

Risk notes

2 items
  • 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

2 items
  • 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.

Program rules change periodically. Always consult the official source and independent counsel.

Cost estimator

Calculator

Cost estimator

Indicative estimate. Excludes exchange/transfer charges and third-party legal costs. Official fees may change without notice.

Choose a base option

Family size

Adults (incl. principal)
Children (<18)

Government & due-diligence fees

  • NZ$51,200
    1 × NZ$51,200 = NZ$51,200
  • NZ$51,200
    1 × NZ$51,200 = NZ$51,200

Summary

Main Applicant Investment
fixed • Qty 1
NZ$512,000
NZ$512,000
Dependent Adult (Parent 65+)
fixed • Qty 1
NZ$51,200
NZ$51,200
Spouse
fixed • Qty 1
NZ$51,200
NZ$51,200
Estimated total
NZ$614,400

Frequently asked questions

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

Investments must be maintained for five years under the New Zealand investment visa program.

Approved investments include bonds, listed equities, managed funds, and property development projects in New Zealand.

Investors must spend at least 105 days in New Zealand during the five-year investment period.

The Balanced Category of the New Zealand investor visa is suitable for investors seeking lower-risk diversified investments with long-term financial stability.
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