Invest Smart, Live Better: Customised Plans for Your Financial Goals

Lead magnet?

Robust investments and sound advice will have your money working harder for you.

So, if you’re ready to build your wealth through investment, we can help you with a low-risk plan, based on your current circumstances and financial situation as well as your goals for the future.

Whether it’s lump sum or ongoing payments, you’ll be enjoying the income from your investment thanks to a tailored strategy.

Based on our industry knowledge and experience we choose our investment partners carefully – it’s imperative they’re good at what they do, communicate well, and do it the ‘Kiwi way’.

If you are worried that investments can often be too risky, rest assured, our aim isn’t just to build our clients’ wealth but to protect it too.

We believe in researching, planning and regularly reviewing our clients’ investments to grow their wealth steadily, rather than throw caution to the wind and risk it all.

For those with regular savings or a lump sum who wish to invest outside of KiwiSaver, we can help you get that dream holiday, brand new boat or early retirement.

Risk Management

  • Personalised Risk Strategies

  • Continuous Portfolio Monitoring

  • Long-Term Stability Focus

LifeFirst prioritises personalised risk management, tailoring investment strategies to each client's risk tolerance and financial goals.

Our approach includes thorough market analysis and diversification to mitigate risks, with portfolio adjustments for optimal performance and long-term stability, ensuring client comfort and security throughout their investment journey.

Return on Investment (ROI)

  • Maximizing ROI Alignment

  • Balanced Growth Strategies

  • Transparent Performance Communication

At LifeFirst, we focus on maximising ROI in line with individual risk profiles, utilising our industry expertise to identify growth opportunities.

Our balanced strategies aim for both short-term gains and long-term wealth accumulation, with transparent communication to keep clients informed and confident about their investment growth.

Transparency and Trust

  • Open, Honest Communication

  • Ethical Advisory Practices

  • Trust-Based Client Relationships

LifeFirst is built on trust and transparency, maintaining open communication about investment strategies, risks, and performance.

Our Advisers adhere to ethical practices, prioritising client interests, and providing regular, detailed reports for trust-based, long-lasting client relationships, ensuring professional management of your financial future.

What Our Clients Say...

JOSHUA AND KIRSTYN

Paying off their home loan faster!

"We usually just go through the bank for everything but someone recommended LifeFirst to us and we are thankful they did. Our home loan was refinanced quickly and we are actually paying less per payment now and are paying our home off faster. We also have our personal insurance plan in place and still have more money left at the end of each month than we did before."

TIM - AUCKLAND

Got the home loan he wanted!

"Hi Maria. Just wanted to thank you for getting me over the line with the new loan. Thinking back on the last year, it’s been quite an emotional journey for me, and decisions haven’t been easy. I know there was a lot of ‘moving parts’ with this and I appreciate your patience, really clear explanations, and your empathy throughout. I’m sincerely grateful and will enthusiastically recommend your services to anyone if I get the opportunity."

Paying off their home loan faster!

JOSHUA AND KIRSTYN

Paying off their home loan faster!

"We usually just go through the bank for everything but someone recommended LifeFirst to us and we are thankful they did. Our home loan was refinanced quickly and we are actually paying less per payment now and are paying our home off faster. We also have our personal insurance plan in place and still have more money left at the end of each month than we did before."

TIM - AUCKLAND

Got the home loan he wanted!

"Hi Maria. Just wanted to thank you for getting me over the line with the new loan. Thinking back on the last year, it’s been quite an emotional journey for me, and decisions haven’t been easy. I know there was a lot of ‘moving parts’ with this and I appreciate your patience, really clear explanations, and your empathy throughout. I’m sincerely grateful and will enthusiastically recommend your services to anyone if I get the opportunity."