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THE CITIZENSHIP DESK

NZ Active Investor Plus Visa

New Zealand NZL

Last verified 2026-05-13Official source

Active Investor Plus, launched April 2025, replaces the previous Investor 1 + Investor 2 categories with a points-based, weighted-investment regime. Minimum NZD 5 million invested in qualifying assets weighted by category: direct investment (3× weighting), managed funds (2× weighting), bonds (1× weighting). The weighted total must reach NZD 15 million over the 4-year period. Practically, NZD 5M direct investment satisfies the floor. Major appeal: extremely modest physical-presence requirement (117 days over 4 years), generous transitional-residency tax exemption for new arrivals, and a 5-year path to NZ citizenship with no language test.

Program Details

Category
Investor
Processing Time
9 months
Application Fee
$16,000
Minimum Income
Minimum Investment
$9,000,000
Family Included
Spouse + dependent children under 24 included as principal applicant family
Path to PR
Yes — 2 years
Path to Citizenship
Yes — 5 years
Physical Presence
117 days minimum in NZ over the 4-year investment period (~30 days/year average; effectively very flexible)
Dual Citizenship
Allowed
Tax Impact
NZ tax resident on worldwide income from 183-day rule. Transitional residency exemption (4 years on foreign-source income) materially attractive for new immigrants. No capital gains tax for individuals on most investment activity.

No income requirement — investment-based criteria.

Application Timeline

Apply

9mo processing

Visa Granted

Initial permit

Permanent Residency

After 2 years

Citizenship

After 5 years

Key Requirements

  • Minimum NZD 5 million qualifying investment (typically grows to weighted NZD 15M over 4 years)
  • Investments in approved categories: direct (3× weight), managed funds (2× weight), bonds (1× weight)
  • 117 days minimum physical presence in NZ over 4 years
  • English language: IELTS 5 or equivalent
  • Clean criminal record

Am I eligible for NZ Active Investor Plus Visa?

Quick self-check based on the published criteria. Not legal advice. No data leaves your browser.

  • Minimum investment / capital

    Programme requires $9,000,000.

Fill in the fields above to see a verdict.

This is a heuristic, not a determination. Final eligibility depends on full documentation and immigration-officer discretion.

Application Process — Step by Step

  1. 01

    Submit Expression of Interest (EOI)

    home country

    Online EOI to INZ via the Skilled Migrant / Investor portal. Self-assessment against points + investment categories.

    Typical duration: 1-2 weeks

  2. 02

    Receive Invitation to Apply (ITA)

    home country

    INZ invites qualifying EOIs to submit full application within 4 months.

    Typical duration: 2-12 weeks after EOI

  3. 03

    Submit full application with supporting documents

    home country

    Full application with investment plan, financial documentation, English-language certificate, police clearances, health certificate.

    Typical duration: 1-3 months preparation

  4. 04

    Application processing + interview

    remote

    INZ reviews; may request additional documentation or schedule interview. Decision typically within 9 months.

    Typical duration: 6-9 months

  5. 05

    Approval-in-principle + investment transfer

    home country

    If approved in principle, applicant has 12 months to transfer the qualifying investment funds to NZ.

    Typical duration: Up to 12 months

  6. 06

    Final visa issuance

    home country

    Upon investment confirmation, INZ issues the resident visa.

    Typical duration: 4-8 weeks

Documents Required

DocumentIssued ByApostilleTranslate toValidity (days)
Valid passport (6+ months)Home countryNo180
Investment plan + financial documentationApplicant + financial advisorNoen90
Source-of-funds documentation (legal source proof)Bank + accountant + tax authorityYesen90
English language certificate (IELTS 5 or equivalent)Test providerNo730
Police clearances (NZ + all countries of residence ≥1 year)Home country policeYesen180
Medical certificateINZ-approved physicianNoen90

Realistic Costs

Some figures below are industry estimates rather than officially verified: lawyer_fee_high.

Government fee
$16,000
Lawyer fee (low–high)
$30,000
$80,000
Translations
$1,000
Apostilles
$500
Health insurance (year 1)
$1,500
Relocation misc.
$10,000
Total first year
$60,000
$110,000
Total 5-year
$80,000
$140,000

Excludes the NZD 5M+ investment itself. Legal/migration-consultant fees are substantial — Active Investor Plus applications typically go through specialist immigration lawyers.

Realistic Timeline

  • Decision → arrival8 weeks
  • Residence card issuance6 weeks
  • Total to residence card3664 weeks

INZ processing is generally predictable for Active Investor Plus given the simpler weighting system replacing the previous Investor 1 + 2 categories.

Renewal

First renewal after
24 months
Subsequent cycle
months
Renewal fee
$0
Requirements
After 2 years: apply for full PR (no investment-maintenance requirement after the 4-year period). PR is indefinite.

Path to Permanent Residency — Details

Years required
2
Language test
IELTS (B1)
Integration test
Not required

Path to Citizenship — Details

Years required
5
Language test
No
Civic test
Not required
Oath
Required
Dual citizenship
Allowed

Tax Residency

Trigger
183 days/year of presence
Taxation scope
Worldwide income
Exit-tax country
No

Special regimes

  • NZ Transitional Resident Exemption4-year exemption on foreign-source income (except employment income earned for services performed in NZ)

    First-time NZ tax resident (or after 10+ years absence); automatic for first 4 years

    Duration: 4 years

    source ↗

Health Insurance

Mandatory
No
Public system access
After 0 months

Examples: Southern Cross Health Insurance, nib NZ, Accuro Health Insurance

Family Specifics

Spouse work rights
Spouse receives full NZ work rights as derivative resident
Child school enrolment
Full access to NZ public schools (excellent quality); private international schools available in Auckland, Wellington
Parent inclusion
Not eligible
Sibling inclusion
Not eligible

Gotchas — Things to Watch For

  • Investment is committed for 4 years — early withdrawal triggers visa cancellation
  • Weighting system means lower-risk bonds require nominally larger investments (NZD 15M floor reached at 1× weight)
  • Transitional residency exemption is automatic but should be elected explicitly on IRD form IR3
  • Specialist immigration lawyer fees are substantial — budget USD 30-80k for legal preparation

What This Visa Does NOT Allow

  • ×Investment in non-qualifying assets (residential property only, lifestyle assets, personal use)
  • ×Switching investment categories mid-period without re-application

Common Rejection Reasons

  • Source-of-funds documentation insufficient or unclear
  • Investment in non-qualifying assets
  • English language below IELTS 5 threshold
  • Criminal record or character issues
  • Misrepresentation of investment intent

Recent Legislative Changes

  • 2025-04-01

    Active Investor Plus launched, replacing Investor 1 + Investor 2. Weighted-investment system introduced.source ↗

Frequently Asked Questions

How is Active Investor Plus different from the old Investor 1 and 2?+

The old Investor 1 (NZD 10M) and Investor 2 (NZD 3M) categories were merged + restructured. Active Investor Plus has a NZD 5M floor with weighted-investment growth to NZD 15M over 4 years. Weighting rewards higher-impact investments (direct 3×, funds 2×, bonds 1×). The physical-presence requirement reduced — much more flexible than Investor 1's 146 days/yr.

Can I invest in NZ residential property?+

No. Residential property is excluded from qualifying investments. Approved categories cover: NZ-incorporated businesses (direct investment), managed funds (NZX-listed or NZ-domiciled), and NZ government / corporate bonds.

What's the transitional residency exemption?+

NZ tax residents who haven't been resident for 10+ years receive a 4-year exemption on foreign-source income (foreign dividends, interest, capital gains, rental). This is automatic for first-time NZ residents but should be confirmed on IRD form IR3.

Good Fit For

Applying from a specific country? Your home-country tax rules, banking access, and dual-citizenship options affect every programme differently. Browse nationality guides → for tax obligations, renunciation rules, and second-passport routes.

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