Open an investment account to make your money work for you

Set up an Offshore Tax friendly investment account and get your hard earned cash growing

How managed investment accounts work

  • Open an investment account on preferred terms with an Offshore Investment Platform or Portfolio Bond depending on your circumstances your advisor will suggest the best solution
  • Discuss with your advisor a strategy based on factors such as risk appetite, investment time horizon income needs and tax planning
  • Select Underlying investments through a low cost Open Architecture Platform (Equities, Bonds, Funds, ETFs)
  • Managed Account has no lock in period or costs of withdrawing cash and can buy daily traded assets for full liquidity

Investment Selection

Blue Chip Funds with Household names - returns of over 50% in three years
Technology Funds
ESG (Ethical Social Governance) options
Direct Equities
Fixed Interest with strong capital guarantees and up to 8% per annum interest
Team members

Our investment plan advisors

Craig McAvinue

Director of Wealth Management
Patrik Shore Tenzing Pacific Services

Patrik Shore

Senior Advisor
Hunter Deems

Hunter Deems

Senior Advisor

David Mills

Advisor
Saving Plans

    See Saving Plans Illustrations
    Phone Number

    Residence Country



    Speak with an advisor

    Your future self will thank you

    • Savings needs analysis
    • See savings illustrations from multiple providers
    • Learn about the funds
    • Ask questions

    From initial consultation, we’re here to answer your questions transparently, including all the key features and things to look out for. 

    Or simply call us to get started

    Patrik Shore Tenzing Pacific Services

    Patrik Shore

    Senior Advisor
    From Sweden & New Zealand
    7 years' insurance experience
    Joined Tenzing in 2019
    Crim Science
    Speaks English and Swedish

    Speciality:
    - Savings Plans
    - Health Insurance
    - Life Insurance