Money Matters Newsletter

Nothing matters more to us than helping make sure your retirement is prosperous and enjoyable. That’s why this edition of Money Matters tells you about an investment that gives you an income for life. We share some smart ways to make your travel budget go further and we’re happy to say our Plastic-Free July initiative is still positively affecting us. Lastly, as always now’s as good a time as any to make sure we’ve got your correct contact details.

If you have any comments, things you would like to share with other Britannia clients or ideas for future articles please send them to us at – we’d love to hear from you.


You’ve come this far, now it’s time to really travel.

Like most Kiwis, your retirement plans probably involve travel. Learn about smart ways to stay and plan for travel that will bring your dreams a lot closer, like holidaying in your own backyard and different ways to think about accommodation.

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  Lifetime Income Fund - does exactly what it says.

If you’re looking for an investment with good income potential, it pays to look further than Term Deposits. Learn more about how the Lifetime Income Fund guarantees you a steady and frequent income for life, insuring you against longevity and market risks.

red-block.pngLearn more about the Lifetime Income FundHave one of our experts contact you
  Plastic-Free July - the wrap up.

It was a month of recycling, reuse and some serious reduction. See how our initiatives around the office really cut our plastic use and even improved our habits at home.

  Have we got your current details?

There are many reasons why it’s important we stay in touch with you; information about your investment performance, PIR rates and more. Discover the many things we can inform you about and the easy way to let us know if your contact details have changed.

red-block.pngGet in touch with us

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