As an existing Lifetime client, you are entitled to a free ‘Am I On Track’ financial planning session with one of our advisers. During this session we will uncover what the gaps in your current financial plan are. If you don’t currently have a  plan, we can connect you with one of our advisers who can help you put one in place. Go ahead, take your first steps towards a brighter financial future.

In your ‘Am I on Track’ session we will cover a number of key areas such as:

• Your goals.

• Money habits.

• Property and mortgages.

• How you will build your wealth?

• How you will protect it?

• KiwiSaver and other investment types.

• How to establish the best income in retirement.