Rothbury Life Becomes Lifetime
Rothbury Life Becomes Lifetime
Rothbury Life are excited to announce our new name - Lifetime. After a merger with Lifetime in 2016, and since with Camelot in 2018, we are all unifying under the name ‘Lifetime’ and our ethos of ‘Advice For Life’.
With a team totalling over 160 people in 16 centres nationwide, we are now one of the country’s largest financial advisories. Together, we share a focus on creating greater financial certainty for all our clients, building on the strong foundation each company brings.
So what does this mean for you as a client?
Little will change and all your existing services remain in place. We still have the same friendly and experienced team of advisers in the same locations. We are now able to offer even more depth to your financial planning, with personalised investments advice such as managed portfolios, KiwiSaver and planning for your goals around retirement and legacies. We can also assist with UK Pension and Australian Super transfers.
Rothbury Insurance Brokers remain our nationwide strategic partners for general insurance such as property and business insurances. We will keep working closely with them to deliver outstanding service to you.
If you have any questions around the name change, or the new services we can offer, we’d love to hear from you.
Thank you for your continued business and loyalty, we look forward to seeing you again soon.
The magic of the managed fund
Let’s talk about shares for a minute. No matter how you invest, there are really just two ways to make money from owning shares:
1. You receive a slice of the profits (called dividends), or
2. You sell your shares to someone else for more than you paid (that’s capital gain).
That’s it. Anything else is simply a different way of packaging those two outcomes.
What is Life Insurance?
Life insurance is one of those things that many people know they should probably have but they’re not quite sure what it does, how it works, or whether it’s actually relevant to them. This article breaks it down in clear, everyday terms to help you understand the basics before you decide if it’s something worth exploring further.