Money Matters Newsletter

We get immense pride and satisfaction from managing your retirement savings. Hopefully this is reflected in the latest edition of Money Matters, a comprehensive catch-up on news which may affect you. Read up on safeguarding your savings from market downturns, meet one of our new staff members whose candid approach is paying big dividends, and find out how your Britannia adviser can save you from KiwiSaver’s pitfalls.

We hope you enjoy these articles and until next time, stay wealth wise!


Protect your retirement nest egg from a market crash

If you’re nearing retirement, a sudden market crash could impact your life savings and therefore your retirement aspirations. Britannia’s Lifetime Income Fund protects people from this by regularly locking in their investment upside and insuring their downside. We refer to this as ‘Defer and Grow Your Income’. Read more about how you can safeguard your nest egg today.

red-block.pngWant expert help to protect your nest egg?Learn more about the Lifetime Income Fund
  An honest discussion about your retirement plan, quite frankly, pays off

The most recent addition to the Britannia family is Louise Parker, an experienced Authorised Financial Adviser. She’s honest about her personal experiences and works tirelessly to get her clients realistic results, even if it means asking the hard questions. Read on and find out how this candid approach caused her client to re-evaluate their retirement plans.

  Saving you from KiwiSaver's pitfalls

KiwiSaver isn’t as straightforward as you may think. There are a number of factors to consider which may have a big impact on your investment over time. In this article, we’ve highlighted some of the major misconceptions and pitfalls to negotiate so you can ensure your KiwiSaver contributions pay off further down the track.

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  Join us for Plastic Free July

The Britannia team have signed up for Plastic Free July which means that we’ve joined the #ChooseToRefuse global challenge, and we’d love you to join us. Quite a few of our team members are already doing a pretty good job at looking after the environment but we wanted to band together as a team to learn more about how we can live without single-use plastic and hopefully make a bigger impact.

When you register for the challenge you are automatically provided with tips and tools to help you understand the impact of single-use plastic and how you can eliminate it from your daily life. What’s not to love about that?

For more information and to register visit

We look forward to reporting back in our next newsletter to share our learnings and how we’ve changed for the better both in the Britannia office and at home.


Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. The Product Disclosure Statement for the Britannia Retirement Scheme is available here.


Britannia Financial Services Ltd.
Unit 4, 106 Bush Road, Albany, Auckland 0632.
PO Box 302369, Auckland 0751, New Zealand.

Telephone: +64 9 414 4215
Fax: +64 9 414 4219
Toll Free: 0800 28 28 33


Product Disclosure Statements for the Britannia Retirement Scheme and the Integral Master Trust are available from the schemes’ issuer, Britannia Financial Services Limited, phone 0800 500 811. Britannia Financial Services Limited is a Registered Financial Service Provider.

Need help in securing your financial future?
Call us 0800 28 28 33