Money Matters June 2020
 

This, our second newsletter of 2020, was written in circumstances we could never have predicted. We hope you are well, safe, and adjusting to this new ‘normal’.

During Lockdown, we had a lot of investment-related questions from clients which we shared in a website article. Although published during Lockdown, the messages remain just as relevant now that we are in Alert Level 1 as they were at the time of writing. Check out the article below, and you can also watch a webinar that we hosted during Lockdown which covers off some of these questions too. If you have any questions about your investment, please contact your Britannia Financial Adviser.

We heard from one client who shared with us his unique experience of the Covid-19 Lockdown, and how it gave him time to reflect on his life and his approach to investing. You’ll find that article in this newsletter. Who knows, perhaps his outlook may inspire you to spend time assessing your life experience?

We’ve also included a helpful and current summary about investment markets. If you have any questions about your investment, or any feedback, we would love to hear from you. Contact your Britannia Financial Adviser directly, or get in touch with us here.

 
     
     
 

What should I do with my retirement investments during the Covid-19 pandemic?

During Lockdown, many clients were naturally concerned about their investments. To address this, we published a website article which highlighted the most common questions we received, as well as the advice we gave. Lockdown may be lifting, but those questions and answers remain just as relevant now. Our main message to you is this, ‘Stay focused on your long-term goals!’ This applies irrespective of what the markets are doing. If you are close to, or are in retirement, your investment strategy may be slightly different to other investors. However, we encourage you to read our article and contact us if you have any questions.

 
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Read the full article on our websiteWatch our webinar Q&AGet in touch with one of our experts
 
     
  A risk-filled life benefits from risk-free investments

Unlike most of our clients, Martin chooses a nomadic lifestyle. While that may appear risky, his investments are conservative. Britannia Financial is there to help you make investment choices that suit you. Discover why Martin has made his choices in the following article.

 
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Read the full article on our websiteWatch our webinar Q&ALet us know if you have any questions
 
     
  June 2020: What is the market doing mid-Covid-19 & what should I be doing?

Now that the world has been tackling the trickiest aspects of the Covid-19 situation for nearly six months, where does the market stand? Has the worst happened, have we managed to hold it all together with only minor losses, or is the worst still to come? While Britannia Financial can’t predict the future, we can offer an informed insight into the current situation.

 
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Read the full article on our websiteWatch our webinar Q&ALet us know if you have any questions
 
     
  Get in touch with us

Here at Britannia, we take the responsibility of managing your investment extremely seriously. Thank you for placing your trust in us. If you have any questions about your investment or feedback for Britannia, we encourage you to get in touch with us. We would love to hear from you as we place a high priority on communicating with our investors. To make contacting us as easy as possible, simply click here, enter your question or your feedback, and we’ll get back to you shortly.

 
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Get in touch with one of our experts
 
 

Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. 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.

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

Telephone: +64 9 414 4215
Toll Free: 0800 28 28 33
Email: team@britanniafinancial.co.nz

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Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. 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