Planning for Retirement Newsletter

Thank you for trusting Britannia to manage your retirement savings!
We are delighted to bring you this issue of Money Matters where we offer some insights into retirement in New Zealand.

We hope you enjoy these articles and until next time, stay wealth wise!


Keeping steady
on shaky ground


We’ve seen the market go through a volatile patch of late, and over time it’s inevitable you’ll see both good and bad news battle it out. But retirement planning is a long game, and at Britannia we know a few secrets to good long-term investment.

  Remember Emma?
She’s loving the Kiwi lifestyle

You might remember Emma Johnson, a UK migrant who we introduced just over a year ago. It turns out a lot can happen in a year, as she’s gone through some significant life changes - and they’re all for the better!

  Giving loved ones
the gift of a will

None of us like thinking about death, but having a plan in place for when it does happen makes life a lot easier for those you love. A will helps ensure loved ones are equipped to handle the toughest of times.

  The fallacy of downsizing

Downsizing is often seen as a way to fund retirement, but does it really provide the security you’re looking for? Selling the family home isn’t always the best way forward when it comes to retirement.


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 Scheme's issuer, Britannia Financial Services Limited, phone 0800 500 811.

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