Lifetime

Lifetime offers expert financial advice in Wellington. With years of experience, we deliver tailored financial solutions for individuals and businesses. We specialise in mortgages, KiwiSaver, and investment planning in a professional and welcoming environment. Our focus is on building greater financial certainty for our clients.

WHO WE ARE:

• Our team of expert financial advisers are dedicated to providing personalised advice and guidance.
• We have a strong commitment to our clients, focusing on their unique financial goals and objectives.
• Our experience and expertise span a wide range of financial services, including home loans, personal insurance, and retirement planning.

WHAT WE DO:

• We provide expert advice on mortgage options, helping clients secure the right home loan for their needs.
• Our KiwiSaver services include setting up and managing accounts, as well as providing investment advice and guidance.
• We offer comprehensive financial planning, including investment planning, retirement planning, and personal insurance advice.

WHY CHOOSE US:

• Our bespoke financial advice is tailored to each client’s unique circumstances and goals.
• We have a deep understanding of the financial market and stay up-to-date with the latest trends and developments.
• Our clients benefit from our expertise and guidance, helping them make informed decisions about their financial future.

FAQ
1. What is the process for setting up a KiwiSaver account?
We can guide you through the process, from choosing the right scheme to setting up regular contributions and making investment decisions.

2. How do you help clients with mortgage options?
We work closely with our clients to understand their financial situation and goals, and then provide expert advice on the most suitable mortgage options available to them.

3. What is involved in creating a comprehensive financial plan?
Our financial plans are tailored to each client’s unique circumstances and goals, and may include investment planning, retirement planning, and personal insurance advice, as well as regular reviews and updates to ensure the plan remains on track.