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.
Overall Client Satisfaction (4.7)
NPS Score
55
Net Promoter Score (NPS)
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
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
It was an absolute pleasure dealing with Emily. She set us on track financially and used plain language to do so. The biggest upside was the security that comes with having a sound financial plan going forward. Sharing your finances is a ve...
Emma Bailey
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.
This week the Government announced a suite of new policy with the intent to assist first home buyers into the market. This included tax changes for investors, bright-line extensions and increases to the cap on First Home Loans and First Home Grants.
The Fixed Interest investments (or bonds) in portfolios typically perform well during market stress, as investors favour low-risk assets that generate income. Last year was no exception.
The value of financial advice is often vastly misunderstood. People often assume the value centres around investments; determining the proportion of shares, property, bonds, and cash to hold in a portfolio, and how to manage and potentially reallocate them as markets move. But that's a dramatically simplified view.
People First
Integrity
Teamwork
Courage
