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!

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.

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.

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.

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 https://www.plasticfreejuly.org/

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.