Let us know your contact details and we’ll get in touch to arrange a time to talk about the Lifetime Income Fund.

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Retirement & Lifestyle Expo 2019 – Britannia kickstart offer
Britannia is offering new clients who invest into its Lifetime Income Fund a $1,000 retirement kickstart for new funds of at least $100,000 or $500 for new funds between $50,000 and $99,999.

To get your kickstart, your application form and funds must be received by 31 May 2019.

There’s only one kickstart per investor which gets added to your account when your investment is made. Your kickstart payment must be repaid to us if you close your Lifetime Income Fund account within 1 year of your initial investment.

What to expect

We'll give you expert advice based on your specific circumstances, and devise the best financial plan for you.

Good honest people with great experience who made a potentially stressful task stress free.

- TIM LEWIS, AUCKLAND

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 from Britannia Financial Services Limited.

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