LIFE-TIME
Financial Group Limited also known as LIFE-TIME
Financial Services is a practitioner of the comprehensive financial
planning process and is independent of any financial institution. Using four sources
of purchased independent research in addition to our years of experience, we provide
advice on the following essential services and benefits.
Cash
Management
short
term savings at higher than bank returns
budgeting assistance
Investment
Advice
unbiased advice & recommendations based on the research we purchase and
our 43 years experience to enable you to make a sound financial decision
Retirement
Planning
Goals-based
advice for:- Liquidity; Income, Capital Preservation and Growth
KiwiSaver:-
qualified advice based on research
annuities:
provide guaranteed income
Financial
Planning
ensuring
you reach your financial goals on time or ahead of time
Monitoring
via LIFE-TIME Retirement Road Map
Portfolio
Monitoring
frequent
yet simple one page financial health check-up
Personal
and Business Insurances
Personal
Insurance - multi-company quotes advice
and recommendations supported by research
Income Continuance
Life Insurance
Trauma Insurance
Medical Insurance - referral to a LIFE-TIME
associate who specialises in this area
Business
Assurance - multi-company quotes advice and recommendations supported by
research
Buy-Sell Agreement & Funding - options identified
Key
Person issues for revenue preservations
Funding
for Revenue Preservation
Liabilities
and Guarantees
Contingency
Funding
Business
succession / Exit Strategy planning
Mortgage
Assistance
Financing
or re-financing - referral to a LIFE-TIME
associate who specialises in this area
Mortgage Repayment Insurance
Estate
Planning
Wills
and Family Trusts - referral to a specialist
Tax minimisation - referral to a specialist
Charitable Gifting
Family
Funding
saving
for your children's or grandchildren's future education, 21st, marriage
or home purchase assistance, Kiwisaver etc
