Maintaining High Performance of your Investments
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.
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 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.