Investments

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.

Our six-step advice process ensures a comprehensive investment planning approach. We’ll design a
portfolio to suit your preferred level of risk, utilising our extensive experience in the market to help you achieve your goals. With sound advice and analysis combined with ongoing portfolio monitoring, your investments will take care of themselves.

We want to make your money work for you. A managed fund aims to spread your money over a range of different investments so you can enjoy a range of varied returns.

Investing can be overwhelming and time consuming. Wrap Portfolios are designed to simplify investing so you can feel secure placing your funds into a variety of different schemes.

Transferring your UK Pension is an important part of permanently migrating to New Zealand. If you have made the decision to live out your years here, then you will benefit from talking to one of our experienced advisers about moving your pension into a New Zealand superannuation scheme.

Property has always been a popular investment. Sinking your hard earned funds into something you can see and take care of has always felt more secure than stocks or shares. Talk to us to see if it could be the right option for you.

KiwiSaver can be a great benefit to your life in New Zealand if it is properly managed. It can be a tool to provide a comfortable retirement or help towards your first home. It all depends on how you manage your KiwiSaver investment in the long-term.