Once your investments are in place we continue to monitor the performance, security and suitability of your investment(s) in order to maximise the likelihood of achieving your desired result over the term.

At LIFE-TIME Financial Group we purchase independent research from two different sources and have access to two others. These research companies release performance quantitative and qualitative data on a monthly and quarterly basis. We actively monitor the research to ensure the performance of these investments remains in the top 25% of the relevant asset class, or investment profile. In addition we also monitor financial security ratings to ensure the safety of our client’s investments.

Investment providers in New Zealand are much more strenuously regulated than before the Global Financial Crisis and the regulations are being tightened further to provide greater security to investors. LIFE-TIME Financial Group advisers keep up to date with regulatory requirements and attend training seminars on the myriad of investment options on a continual basis.

If your investment was put in force personally, or through another adviser we will be happy to take on the monitoring and review of your investments; alternatively, we can provide a ‘LIFE-TIME Investment Audit’ for a one-off small fee.