Our Other Services
Although this website is dedicated to the specialist area of UK Pension Transfers, please note that we are part of a larger Financial Group, Lifetime Financial Security NZ Ltd
The Lifetime Group is a highly experienced team of Financial, Business and Risk Advisers. We offer a variety of financial services designed to help you look after your assets, protect your future income and increase your wealth. We provide a holistic approach to managing your finances - giving you one point of contact and comprehensive advice.
Financial planning involves setting personal and financial goals and working out how to reach them.
A financial plan helps you properly manage your finances to achieve all of your goals – short-term, medium-term and long-term.
Financial plans need to be tailored to fit your individual circumstances and goals.
We can help you develop a financial plan. Sometimes, if necessary, your Financial Adviser will also bring in other Advisers, such as your accountant and lawyer, to provide professional advice in their specific area of expertise.
Why have a Financial Plan?
A financial plan helps you reach your goals and prepare for the future. Your Financial Adviser can help you:
- Invest in a range of sectors, asset classes and fund managers to ensure you have diversity within your investments
- Minimize risk when money markets fluctuate
- Protect yourself and your family with personal insurance
- Protect your business with key person insurance, succession planning and debt protection
- Prepare for retirement
- Plan your Will
- Monitor your changing needs
We are therefore able to offer you advice across the wide spectrum of Financial Services.
We also work closely with specialist external advisers who can help those migrating from the UK in areas such as Tax Advice, Wills, Trust and Enduring Power of Attorney, Estate Planning and Currency Transfers.
