Money Matters Newsletter
 

There’s no denying that 2020 has been an interesting year. The challenges that were thrown our way whether as individuals, as companies and as countries have been immense. Concerns about retirement plans have been uppermost in some clients’ minds and it’s been a privilege to help reassure and guide clients into calmer waters.

In this issue of Money Matters, we chat to Ian Wallace, life insurance pioneer and industry expert, who has some sound advice on what to do with your insurance during a pandemic. We also look at why investors shouldn’t panic when the market downturn is dramatic and why talking to your Britannia scheme adviser before doing anything is so important.

Keeping up to date with market developments is important in maintaining long-term perspective over your investments, so we have the latest market update and news on how Covid-19 and the elections, in both New Zealand and the USA, could play a role in the future of investments.

Current global circumstances will change, and we will eventually get back to some kind of “normal”. Thinking about your retirement is part of that. On that note - where does your retirement plan stand at the moment? Get in touch today to discuss any aspect of your retirement plan. I’m here to help and I’ve got the expertise to help you create a retirement plan that suits your individual circumstances.

 

 
     
     
 

When the markets are unstable, should I withdraw, change or stay the course when it comes to my investment strategy?


Knowing what to do with your investments in a changing market comes with experience, but investors can panic when the market downturn is dramatic. Our main message to you is this – stay focused on your long-term goals! Read on to find out why and don’t hesitate to get in touch if you have any questions about your investment.

 
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  Life insurance in times of uncertainty: Tips from an industry pioneer


Britannia colleague Ian Wallace, who is a life insurance pioneer and industry expert, shares some sound advice on how to navigate the life insurance market during a pandemic, and why having a life insurance adviser is essential.

 
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  Covid-19, Elections in NZ and the US, and New Zealand’s economy - a general market update


Investment markets and global economies have all been affected by the Covid-19 pandemic. Can we recover and will the elections affect New Zealand? Take a look at our general market update and get in touch if you have any questions.

 
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  Retirement just got easier thanks to Britannia Financial


Thinking about your retirement doesn’t mean daydreaming about international holidays. It means creating the best financial plan to cover all your retirement years. Britannia can help you plan and access your funds correctly by turning your investment into a regular income. Read on to find out more.

 
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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.

 
 
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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: investments@britanniafinancial.co.nz

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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