“When we had decided to transfer our UK pensions to New Zealand it was difficult to find out the costs involved in transferring them and what the implications were to us relating to the changing regulations in the UK.
We chose Lyfords to help us with transferring our pensions because they provided clear advice that enabled us to make an informed decision on the value to us of transferring our UK pensions.
Lyfords stood out from the other pension providers because their experience was obvious which was reflected in their clear and valuable advice.
We now know exactly where our wealth is located and feel we have far better control over it for our future benefit.
What we like most about Lyfords is the clear communication on the process involved and progress along the way. We found Lyfords to be very easy to deal with and they made the entire transfer process worry free.”
Second opinion on your current investment portfolio
FREE investment portfolio appraisal
If you are concerned that your investments are not sufficiently diversified, have not grown as much as you expected, or you do not have a clearly defined investment strategy then our no obligation second opinion service will give you peace of mind. We will give you an overview on whether the spread of your investments is suited to your risk return profile and objectives.
What our second opinion appraisal provides for you:
- A discovery meeting to get a clear understanding of your current situation and financial goals.
- A psychometric appraisal of your risk-return tolerance and risk capacity.
- An analysis of the asset allocation to ensure it is within the recommended risk-return band; are you taking too much risk for the amount of return?
- During our discussion we will identify any issues and we can agree if you want a more detailed report.
For a more detailed report that analyses the individual funds in your investment portfolio, providing research reports (where available) we charge a fee of between $750 to $1,500 (GST excl) depending on the complexity of your investments.