Investments that are right for you
LIFE-TIME Financial Group provides a transparent and cost-effective investment service to clients seeking impartial, unbiased investment advice. Client accounts are set up according to each client’s personal return objective, risk tolerance and savings time frame.
Evidence Based Recommendations
Using four sources of independent research, your risk tolerance and current performance of investment types, combined with decades of financial advisory experience your LIFE-TIME Financial Adviser can provide you with unbiased and impartial advice to allow you to understand your best investment options.
Publicly available information of rates of return show only one side of the story, many potential high-return investments contain a higher level of risk than others. Our purchased independent research rates the risk of different types of investments and your LIFE-TIME AFAs and RFAs incorporate this data in all of our detailed financial recommendations.
What’s My Risk Comfort Level?
LIFE-TIME Financial Advisers use the industry-leading FinaMetrica tools to understand your risk profile for your investments. The essential part of the tool is a questionnaire that interprets your responses and provides a summary of your attitudes towards risk and saving.
The Risk Tolerance Score provided by FinaMetrica provides insight into the type of investments that are suitable for you. The higher your Risk Tolerance Score, the more investment options are available to you and your financial advisor will continue to review your investments should market conditions change.
The LIFE-TIME Service
As a LIFE-TIME Financial Group client, you will receive recommendations of our top investment ideas on a regular basis. You will have the opportunity to discuss each idea with us before giving authorisation to proceed. You will also receive regular and ad hoc reviews that provide opportunities to discuss existing investments and any changes to be considered.
By utilising our unbiased financial advice, you maintain control over your account while benefiting from the research and advice of LIFE-TIME Financial Group.
Discuss your Investment Options
Call LIFE-TIME on 09 418 5000 to discuss your investment options or contact us below and we’ll call you back.