A Different Kind Of Financial Advice

Lifetime. It’s a little word with a pretty big meaning. And because you only get the one, it’s good to know that there’s now a single place for financial advice covering all the ‘must haves’, the ‘would likes’ and the ’what if’s’.

We get that money means different things to different people. But we all agree that it’s better to have it, than not. Our services start with a chat, and end with an action plan, using our insights and our know-how to help you kick some real goals. All so you can build a better life on the journey ahead. For a lifetime.

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How Lifetime Can Help You With Your Financial Plan

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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.

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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.

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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.

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Meet Your Local
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Meet The Team

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.

by Lifetime in Investments

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.

by Lifetime

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.

Our Guiding Principles

Creating greater financial certainty.

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People First
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Integrity
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Teamwork
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Courage
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