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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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.
What do travel and retirement planning have in common? At first glance not much, however, whilst visiting the UK recently I was reminded of this saying at the London Tube stations – “mind the gap”. Most visitors to London have heard the words “mind the gap” when travelling on the tube.
September was a positive month for most share markets across the world, bouncing back from some softness in August.
With a very saddened heart we are sharing this story on behalf of Raewyn Thomas, our Mortgage Adviser from the Wellington office. Raewyn has been delivered the most devastating news possible, that she has lung cancer and its terminal with a very shortened life expectancy.
This is Rae’s story that we are sharing with her permission.
People First
Integrity
Teamwork
Courage
