Money Matters Newsletter


Retirement is a new adventure. One that you need to plan for so that you can maintain your lifestyle and do some fun stuff along the way. I encourage you to make 2021 the year you get your retirement plan into gear and there’s no better place to start than by reading the first article below.

This issue of Money Matters also explores the hot topic of property investment for retirees – is this a wise investment option once you reach retirement? We also look at how investment markets fared in the last quarter of 2020 and what are common concerns for investors in 2021?

Please don’t hesitate to get in touch with any questions about your retirement plan or your Britannia investment – I’m here to help. Let’s work together to get 2021 off to a financially sound start. You won’t regret it.


Understanding what is possible makes it easier to invest and plan for retirement

We save for retirement so we can have a comfortable lifestyle. Our retirement is directly impacted by how much we have saved. What if we changed our mind-set and asked; what could we do in retirement? What options are available to me, and how can I achieve them? Read on to see how financial planning can help you to start focusing on what is possible, planning to make it probable and delivering an outcome that you want.

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  Property investment for retirees

If you are in or nearing retirement you are probably thinking about what investment option will give you the best bang for your buck. We asked financial commentator Liz Koh to share her thoughts on property investment for retirees.

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  Market Update – quarter ending 31 December 2020

2020 – what a year! Our latest market update summarises the highs and more numerous lows of 2020, and what some common concerns for 2021 are for investors. True to form, 2020’s end was as dramatic as the start but we see light at the end of the tunnel.

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Disclosure Statements for Britannia Financial Planning Limited's 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 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


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. Financial Advice Disclosure Statements are available for Britannia Financial Planning Limited here and for Britannia Financial Services Limited and Britannia Nominees Limited here.

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