Cam Irvine is a Certified Financial Planner CM in both the US and New Zealand, and a US expat himself. His primary goal is to guide and assist fellow Americans navigating their unique financial obligations in NZ.

Many Americans in NZ, lack access to advisers who understand the US & NZ side of investing, taxes and what their obligations are. Poor advice can potentially costs tens of thousands of dollars and hundreds of hours of headaches.

Cam empowers his clients to make informed financial decisions that align with their personal goals, and reporting duties.

Navigating the financial landscape as an American expat in New Zealand requires specialised expertise, due to the punitive taxes and additional tax filings that are unique to U.S. citizens, green card holders and tax residents.

 

Being an American with a background in finance and first-hand experience in both the USA and New Zealand, Cam utilises his dual expertise of financial planning to offer comprehensive support that is tailored to each client’s circumstances.

It's all too common that Americans find themselves without guidance on critical aspects such as dealing with two different capital gains systems, FIF tax vs US tax, retirement accounts, owning businesses overseas, and reporting it all correctly. Becoming an expat does not come with a rule-book, so all expats are left to figure it out for themselves, which often leads to damaging their finances in the long-run.

A quick example of some additional filing obligations include IRS forms: 5471, 3520, 8938, 8621, FBARs, and a whole bunch of others.

If you're a US expat or even a Kiwi repatriating from the US, this service is designed to help you achieve financial clarity, compliance and Peace of Mind... Ensuring that you receive the support you need to navigate the intricate complexities of cross-border financial management.

Book your free, no obligation meeting with Cam to get started on better path forward.