estate planning new zealand | Lifetime

By: Life-time Financial Group  06-Dec-2011

Yesterday is history,
Tomorrow is a mystery,
Today is a gift – use it wisely!

Nobody is promised tomorrow…….we can leave this earth at any point.

Our areas of expertise do not include, Wills, Trusts or Taxation; however the following checklist should prove helpful in identifying any issues you may have over looked.

Should you require assistance, we are able to refer you to the appropriate specialist. We do not receive any financial remuneration for any referral we pass on as our sole interest is simply to ensure your affairs are in order.

Other products and services from Life-time Financial Group


KiwiSaver at a Glance | Lifetime

After you have been contributing to KiwiSaver for three years you may be able to withdraw part of your contributions, and your employer contributions to buy your first home (not an investment property). KiwiSaver is a compelling initiative by the Government that provides a number of incentives to help every New Zealander save for their retirement.


kiwisaver for employers nz | Lifetime

Offers the types of investment funds that suit you – capital guaranteed. Join KiwiSaver and you may be entitled to. Have you joined the BEST KiwiSaver Scheme. Free – matching employer contributions. Have you joined KiwiSaver yet.


kiwisaver for children nz | kiwisaver for kids nz

To join or for more information on this or any other superannuation, life, disability or health insurance matter, simply call us today. There is no need to contribute further until your child starts working. 1,000 for each of your children when you enrol them in KiwiSaver. Give your child or grandchild a good start in life.


cash management new zealand | cash management Solutions new zealand

In order to ensure you are maximising the return on the dollars you have left over each payperiod which comes after setting money aside for your current and future bills, please contactyour LIFE-TIME adviser for a no cost no obligation discussion. Invest the balance according to the ‘savings time frame’ for your next goal and according to your ‘risk tolerance profile’ – using a research based ‘recommended’ investment.


Family Funding New Zealand | Lifetime

Over the past decade often people simply increased their home loan to fund a special occasion, or big event, but since the Global Financial Crisis, many New Zealanders feel their priority is to reduce debt and subsequently pay ‘cash’ for goods and services. There are events that happen along life’s journey which also require planning and saving for (and they’re fun things too!).


Financial Planning New Zealand | Lifetime

The service we offer can be as comprehensive or as specific as you require; from execution only services, to advice on one particular area of your financial situation to our full comprehensive advisory service. LIFE-TIME Financial Group has a team of experienced professional financial advisors dedicated to providing sound financial advice to enable you to achieve financial security and a comfortable retirement.