Testimonials

“Vivecca has been a pleasure to deal with in what can sometimes be a drawn out pension transfer process. I was kept fully informed of its progress and the added bonus of being able to access part of the money early and keeping the rest in a Sterling account made it a no brainer to transfer it to a NZ scheme. I would have no hesitation in recommending Vivecca to anyone interested in transferring their UK pension”

Chris from Auckland

“Having Steve Baker help us when considering transferring our UK pensions to New Zealand made the whole process painless and easy.  His knowledge and experience ensured a smooth transfer of our funds.  Steve was always professional, re-assuring, open and honest and at no time did we feel under pressure to do something we were not comfortable with.”

Claire Watt from Christchurch

It is our pleasure to provide a testimonial for Vivecca Robinson.

Trying to make sense of the complexities of transferring our pensions from overseas was a night mare. Well meaning friends all gave different advice. We knew we needed advice from an expert in this field.

Vivecca was recommended to us by a friend and we found her to be an open, friendly and an approachable person. From the moment we made contact with her, we instantly connected with her and felt at ease.

Vivecca is committed to her clients, which has been evident to us by the way she immediately responds to our communication for advice or information. She treats her clients with respect and no question we asked was thought by her to be unimportant. If we did not grasp some information, Vivecca would explain it using different scenarios and/or visual presentation until we understood. At no time did she make us feel embarrassed in asking for further explanation. We were never expected to make a decision until we fully understood how our decision would affect our financial future.

Nothing was ever to much bother for Vivecca. This resulted in us feeling confident that we were making informed choices about our financial position for our future retirement.

Roger & Norma Pheasant from Christchurch

“I recently transferred my UK pension over to New Zealand. Steve was recommended to us by our accountant. Steve was efficient, timely and had my best interests at heart which ensured the confidence I had in  his ability to get the job done. He is a friendly, honest and helpful man”

Fiona Thompson from Auckland

"On arriving in New Zealand, one of the most important issues to address was that of retirement planning. With pensions in the UK and limited understanding of the NZ financial system we were looking for someone who we could trust to help us navigate through a series of important decisions. Vivecca's understanding of both the Uk and NZ financial systems was a significant advantage. However, probably more important to us was the fact that we felt that we could trust her advice, knowing that she was not interested in a 'quick sale' but in developing a long term relationship which would work for both her and us. Vivecca provided us with information that was understandable and enabled us to make informed decisions about our pensions. She was quite prepared to answer all our questions in a way that did not make us feel stupid! We look forward to continuing to work with Vivecca in the years ahead and would have no hesitation in recommending her to our friends and colleagues."

John and Yvonne Coventry from Wellington