About Lifetime Financial Security
Lifetime Financial Security NZ Ltd is one of the largest financial advisory practices in New Zealand with ten offices spread across all of the major centres in the South Island. 2010 will also see us extend to the North Island.
A member of the Argent/Lifetime Group, Lifetime Financial Security NZ Ltd has a team of highly experienced Financial, Business and Risk Advisers. We offer a variety of financial services designed to help clients 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.
Lifetime Financial Security NZ Ltd also has a specialized financial services division for Brits emigrating to New Zealand and Kiwis who have lived in the UK.
Moving to New Zealand
Those moving to NZ from the UK have formed by far the largest group of “new kiwis” over the last few years with approximately 20,000 arriving each year and Lifetime has recognized the need for specialist financial advice to this group of people.
We have recently been joined in our team by Steve Baker and Vivecca Robinson, who both have extensive knowledge of both UK and NZ financial services, having 18 and 14 years respective experience. Those of you who have been members of move2nz for a while will already know of Steve as he has advised move2nz members for the last four years.
Both Steve and Vivecca have clients all over New Zealand.
Vivecca and Steve will work as a team to provide move2nz members with a comprehensive service, which will include regular financial articles in the move2nz newsletters and ongoing involvement in the online Anything Financial forum.
The largest number of financial questions from move2nz members over the last few years has related to pensions, not surprising when it is normally the second largest asset you own.
Please note that unlike other areas of financial advice, such as investment, mortgages and family risk protection, where we can help those from many countries, pensions is a very specialist area specific to each country so we are only able to provide advice on UK pensions and this is typically around whether they should remain in the UK or be transferred to NZ.
Lifetime is proud to become a trusted partner with move2nz and we look forward to a long lasting and mutually rewarding relationship.
- Warren Stephens, CEO Lifetime Financial Security NZ Ltd
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