Investor Categories

The objective of the Investor categories is to attract financial capital to New Zealand by providing residence to those who wish to make a significant contribution to New Zealand’s economy.

There are two Investor categories, Investor 1 (or Investor Plus) and Investor 2.  Both require that funds be invested into an acceptable investment and held for a period of either three or four years, with a significant easing of the requirements under the Investor 1 category as a trade-off for a substantial investment amount (NZD10 million).

While the Investor 1 category is not capped, the number of visas to be granted under the Investor 2 category is currently capped at 400 per program year (which runs from 1 July to 30 June).

Investor Plus Category

Under the Investor Plus category, principal applicants must invest NZD10 million in New Zealand in an acceptable investment for a three-year period.
While applicants under the Investor Plus category must meet requirements for health and character in the same way as any other residence application, there is no English language requirement or upper age restriction, with the main requirement being the investment sum, invested in a suitable vehicle in New Zealand for a period of three years.

Once the visa is issued, applicants must:

  • Retain their full investment for a period of three years in New Zealand
  • Report in to Immigration New Zealand after two years (within three months of reaching this milestone) to confirm time spent in New Zealand thus far, and that the acceptable investment is being maintained

Principal applicants need to spend either 44 days in each of the years 2 and 3 of the investment period, or a combined total of 88 days over the total of three years if they invested at least NZD2.5 million in 'growth' investments.

At the end of the three-year investment period, an applicant and their family are granted Permanent Resident visas.

Investor 2 Category

Under the Investor 2 category, a points test applies.  Applicants must be able to score a minimum of 20 points, comprising of at least one point for English language, at least nine points for business experience (i.e., a minimum of three years) and 10 points for investment funds (i.e., a minimum of NZD3 million).  The upper age limit is set, under this category, at 65 years of age.

The application process for the Investor 2 category is similar to that of the Skilled Migrant Residence category, in that an applicant initially submits an Expression of Interest.

The Expression of Interest provides information only, and no supporting documentation is required to be provided at this stage.  Selections are made every fortnight from the pool.  After an initial assessment, an applicant will then be formally invited to apply for residence, at which time the documentation supporting claims made in the Expression of Interest will need to be provided.

The Investor 2 category requires a minimum of NZD3 million to be invested.  Once the investment has been made, applicants have ongoing requirements to be met under both categories.  These relate to the minimum number of days to be spent in New Zealand, how long the investment must be maintained, and the submission of a monitoring report to Immigration New Zealand at the end of the second year of investment.

The key Investor 2 requirements are as follows:

  • Be in a position to nominate at least NZD3 million in net assets, that are able to be liquidated and invested in New Zealand for a period of four years
  • Demonstrate ownership of the nominated assets for investment, and that they were lawfully earnt or acquired
  • Be under 66 years of age
  • Have at least three full years’ worth of senior management or business ownership experience, in a business that:
    • Had a turnover of at least NZD1 million for the same period OR
    • Employed at least five full-time equivalent staff during that same period
  • Have a minimum English score of (e.g.) IELTS 3.0 overall band score – very low in essence

Once the visa is issued, applicants must:

  • Retain their full investment for a period of four years in New Zealand
  • Report in to Immigration New Zealand after two years (within three months of reaching this milestone) to confirm time spent in New Zealand thus far, and that the acceptable investment is being maintained

Principal applicants need to spend either 146 days in each of the years 2, 3 and 4 of the investment period, or a combined total of 438 days over the total of four years, if they invested at least NZD750,000 in ‘growth’ investments.

At the end of the four-year investment period, an applicant and their family are granted Permanent Resident visas.

The top points-scored Expressions of Interest are drawn from the pool every fortnight.  Please find below a chart showing the selection points in more recent times.

Graph showing minimum and maximum selection points, along with number of EOIs selected since December 2018
Graph showing minimum and maximum selection points, along with number of EOIs selected since December 2018

Advising corporate and business clients since 1995

Scroll to Top