Advice For Life
There’s a lot to achieve in a life. And we’re here to help you work out how to make the most of it – by creating greater financial certainty.
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Client Satisfaction & Feedback
We're pretty chuffed with the great feedback we've received from our clients.
Ratings
98%
Clients who said Lifetime understood their financial situation and goals.
92%
Clients who said Lifetime made it easy to understand the financial advice and make decisions.
98%
Clients who said they achieved their financial objectives with Lifetime's advice.
Feedback
When I was looking for a Financial Adviser one of my top priorities was to find someone who was ready to listen and actively interested in delivering the type of customer experience I was looking for which was to have an open, honest, trust...
Bobby
Having health insurance set up for me through my broker Otto Lijzenga at LifeTime has given me the financial freedom to seek the professionals that I need to help me with my condition - endometriosis. Having the specialist cover option, mea...
Claire O’Keeffe
Owner/Director, The Game Plan Gym
It is infrequent that I meet someone I get the sense wishes to do the best they can for others in their field of expertise.
Thank you for showing a genuine interest in what I am trying to do, what would fit and not what you can get from m...
Stuart
The whole process of putting together a financial plan for my retirement was not only professional but very informative. This has given me a high degree of certainty that I will have income from by assets and savings available to me to main...
Leanne
James Lowes was our saving grace! We own our first home because he backed us from beginning to end. He gave us a starting point, a push forward, our "where to next" every month or so, and acted as a personal cheer leader!
We also had him ...
Coralie H. & James P.
How Lifetime Can Help You With Your Financial Plan
Start Your Journey To Financial Independence
Get off on the right foot with a few good habits and a solid KiwiSaver strategy. With a Lifetime financial plan, we can design a road-map to achieving your goals such as home ownership, travel and family.
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Make Your First Home A Reality
Buying your first home can be tough but that becomes a whole lot simpler with a Lifetime Mortgage Adviser. As the experts on home loans, we can find you the best lender for your needs, whether it's a low deposit, new build or renovation project. We'll do the hard yards for you, negotiating to get you the best rate and structure.
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Ring Fence Your Finances With A Solid Protection Plan
Achieving your financial goals means ensuring you can ride out any set backs you may experience, This is where a financial protection plan is critical.
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Design Your Finances To Fit Your Family
At Lifetime we are proud to assist in financially securing Kiwi families. When it comes to financially protecting what you love, family always come first. Should accident or illness strike and impact your income, there are solutions to ensure your living expenses and mortgage payments continue, to ensure you can access quality care quickly and, most importantly, to ensure you have the time you need.
Grow Your Wealth With A Sound Investment Strategy
At Lifetime we pride ourselves on our personalised investment advice. Because by taking the time to understand your life – both where you are now and where you’re heading – we can design a personalised investment programme that really works for you.
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Stay On Track With A Financial Review
Whether you've veered off course or are not sure which fork in the road to take, we can assist with your financial accountability. Lifetime Financial Advisers are the experts in reviewing and designing a solution that provides the financial plans and protection you and your family need, and ensuring it stays current with your life stages.
Retire The Way You Desire
We’re all about looking to the future in order to make the best decisions now. Whether you have a specific goal in mind, or you simply want to make the most of your money, we’ll tailor the ideal financial plan to protect your lifestyle and grow your wealth. No one wants to work forever. Planning for your retirement now will ensure that you get to enjoy your golden years without significant financial problems.
Lifetime Book Club: Start With Why by Simon Sinek
Welcome to the Lifetime Book Club! This month, we’re exploring an inspiring read for anyone who’s passionate about purpose - Start With Why by Simon Sinek. Whether you’re leading a team, running a business, or just trying to find direction in life, this book is a powerful reminder of the impact of knowing your "why."
Market & Portfolio Update – October 2024
The Reserve Bank of New Zealand reduced the Official Cash Rate from 5.25% to 4.75% in October. While an interest rate cut was widely expected, the extent of the cut was being debated leading up to the announcement. The Reserve Bank felt inflation was comfortably converging to the midpoint of their 1-3% inflation target and decided on a 0.50% interest rate cut. The market was relatively pleased with the size of this cut, helping the NZX50 finish the month up a modest +1.7%.
Market & Portfolio Update – September 2024
The US equity markets ended the month +0.1%, ending the quarter up +1.8%. During September, the US Federal Reserve followed many other central banks and cut interest rates. Growing confidence that inflation is heading to 2% has allowed many central banks to reduce interest rates in the past few months.
People First
Integrity
Teamwork
Courage
