Transfers UK Pensions to New ZealandOther Investment Opportunities
LYFORDS through Lyford Asset Management Ltd is a full service financial planning, insurance and investment company.
New Investment Issues worth Considering:
These investments are not QROPS approved funds and are unsuitable for transferring your UK pensions. However you may have other funds that you would also like to invest. These are some of the many options available.
Capital Guaranteed/Capital Protected Funds
 | OM-IP 3 Eclipse A capital guaranteed investment accessing more than 100 international markets, the economies of the Asia Pacific region and a range of commodity related investment strategies. |
   | GLOBAL Series 5 you can now invest in international sharemarkets and get the best of both worlds � accelerated returns plus the reassurance of knowing that your capital will be repaid at the end of the investment term. 100% guarantee and 130% of the index return, or Click here for more information on this fund EMERGE Series 1 combines the powerhouse markets of Brazil, Russia, India and China (known as BRIC), together with the growing force of South Korea and the successful emerging European economies of Poland, Hungary and the Czech Republic � and packages them all up with the added benefit of capital protection. 100% guarantee and 90% of the index return 90% guarantee and 120% of the index return Click here for more information on this fund Click here to request an Investment Pack |
Other Services we offer and have experience with:
- Insurance: life, trauma (also known as living insurance), income protection insurance, and medical insurance. We do not do house and contents, car insurance or travel insurance. Alison is our specialist and has more than 26 years of experience in personal and business key person insurance. Alison has some of New Zealand's highest qualifications in this industry.
- Kiwisaver: just ask us for an implementation pack
- Investments: full range of investments from direct shares, capital notes, listed bonds, managed funds, capital protected and guaranteed funds. We use two platforms, one is based around the Private Portfolio Service Master fund which has 14 underlying fund managers and 15 investment options and the other is the OneAnswer wrap account for clients with larger portfolios who want access to a broader range of funds. This latter option is totally fee based. This is Richard's specialty.
- Direct property investment: we have assisted clients into a range of direct property investments in locations in the North and South Island. Alison has a passion for property investment and the power of leverage to accelerate wealth building.
- Estate Planning: this ranges from setting up ensuring powers of attorney to advice on how a family trust can benefit, possibly with a referral to a solicitor.
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