Get an Investment Audit
LIFE-TIME offer an Investment Audit specifically designed for new clients so they can review their own investments against the best performing products on the market.
Evidence Based Recommendations
LIFE-TIME actively monitor the research to ensure the performance of all our clients’ investments remain in the top 25% of the relevant asset class or investment profile and monitor financial security ratings to ensure the stability of our client investments.
Your LIFE-TIME Financial Advisor has access to data from the two leading independent investment research houses that provides detailed information across 100% of the investment market. These research companies release quantitative and qualitative performance data on a monthly and quarterly basis that compares investments against the best available on the market.
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.
Impartial Investment Advice
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 with no-obligation. However, should you then join us as a client, we’ll reimburse the fee.