This event is for FBA Advisor Members only.
Advisor Connect is a monthly event designed to support your ongoing professional development in family business advising, while building connections with fellow FBA Advisor Members across multiple disciplines.
Each event centres on a key theme which shapes the speakers, discussions, and learnings throughout the session. It’s an opportunity to deepen your understanding of others’ expertise, share insights, and uncover collaborative opportunities that will benefit you and the family businesses you support.
This hybrid event will be held in-person at Jackson Russell, Auckland and also online. To join online the link will be provided when you register.
Session Topic: Unlocking New Zealand Investor, skilled migrant and business visa pathways
Discover how to secure residency through the Investor & Business Visa Pathway. This session is ideal for advisors whose clients are entrepreneurs, skilled professional and investors looking to immigrate to New Zealand.
Learn about visa requirements, investment opportunities, and how to get started. New Zealand offers several immigration pathways, with the Active Investor Plus (AIP) visa, business investor visas and skilled migrant pathways being the most relevant for many clients.
Alongside this, skilled migrant pathways support the relocation of individuals with expertise aligned to New Zealand’s labour market needs. These pathways are often relevant for senior professionals, founders and key employees relocating with their families, and typically involve employment-based criteria and a transition to long-term residence.
While this session will focus on visas, Claudia will highlight how effective pre-migration planning can significantly improve long-term outcomes and manage any local or cross border issues before they arise.
Speaker
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Claudia Shan |
Why Attend Advisor Connect
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Expand your network and connect with like-minded professionals who share your passion for supporting family businesses.
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Gain practical insights and strategies from experienced speakers on topics that matter most in family business advisory.
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Explore opportunities and collaborate with other advisors to strengthen the services you provide and challenge your way of thinking
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Stay ahead, keeping up-to-date with evolving best practices in advising family businesses.
As an FBA Advisor Member you are eligible to attend any advisor events across New Zealand and Australia
Not an FBA Family Business Accredited Advisor?
Becoming an FBA Accredited Advisor gives you the essential knowledge, skills, and practical tools to confidently support family businesses as they navigate growth, succession, and complex dynamics.
By engaging with a trusted community of professionals, you’ll stay informed on best practices, share experiences, and continue to grow your capability as an advisor. You’ll also be part of a supportive network dedicated to helping family businesses thrive for generations to come.
Learn more and become an Accredited Advisor today.
