Lifetime Invest
We have partnered with Lifetime Retirement Income to help our Members maximise their retirement income for life.
Lifetime Invest
Your financial future, your way
Lifetime recognises that your financial needs in retirement are as unique as your journey to get here. And in addition to the growing positive feedback they are receiving from their customers, they have also been listening to what their customers who want more than just a steady income—they seek a dynamic, adaptable retirement plan that grows with them.
In addition to their highly regarded Lifetime Retirement Income Fund, they now offer a suite of targeted options to suit every stage and goal in retirement:
- Lifetime Cash for liquidity,
- Lifetime Conservative for added security,
- Lifetime Balanced for growth with stability,
- Lifetime Growth for those with a long-term horizon.
Each of these funds sits under one convenient scheme, letting you seamlessly adjust as your needs evolve. Enjoy the peace of mind that comes with knowing you can pivot within the Lifetime Retirement Funds Scheme whenever you need, ensuring your retirement plan is always in sync with your life. To learn more about Lifetime new Funds, please click here.
Get Started with Lifetime Invest
With Lifetime, you’re not just securing an income—you’re embracing a flexible, future-focused approach to retirement planning.
Have a question? Please get in touch with the Lifetime Team.
Partnering with Lifetime
Backed by an experienced team
By partnering with Lifetime Retirement Income we are working with a team of industry experts, who can help our Members retire with confidence.
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Ralph Stewart: Managing Director and founder
Ralph Stewart is the former CEO of AXA and ACC. He has forty years of experience in New Zealand’s financial services sector including TOWER and Jardine Fleming. Ralph also sits on the Police Association Board. -
Diana Crossan: Director & chairperson
Diana Crossan is the former Retirement Commissioner of New Zealand where she played a pivotal role in establishing KiwiSaver and launching Sorted.Org. -
Cameron Bagrie: Investment Committee Member
Cameron has been an economist for 20 years and served as Chief Economist at ANZ for 11 years. He has also worked as an economist at the National Bank, Treasury and Statistics New Zealand.
Testimonials
My dealings with everyone in Lifetime has been prompt, professional and understanding for which I am grateful and would not hesitate to recommend Lifetime to anyone who is interested.
Lifetime Retirement Income customer
The customer service at Lifetime is rated (according to me who has spent a career in the service industry) 9 out of 10. Giving a 10 can make folk complacent!
Lifetime Retirement Income customer
I am 64, work in finance and thought I had a fairly good handle on my retirement situation going forward. Dividing my retirement years into stages and investing accordingly hadn’t occurred to me as I am the risk adverse type, I now feel more confident and informed
Lifetime Income Retirement customer
About Lifetime Retirement Income
Founder and Managing Director, Ralph Stewart, began researching retirement income products in 2013, ultimately launching the first retirement income product in 2016, which was the forerunner to their latest retirement income solution.
Lifetime helps you take care of the income portion of your retirement plan by providing regular, tax-paid, fortnightly payments directly into your bank account. Their purpose is to help people enjoy their retirement with the security of an income for life. At Lifetime they have an affinity and passion for developing transparent, low-cost, high-value retirement income solutions that New Zealand retirees can have confidence in.
Lifetime has $1 billion in funds under management and is backed by a trusted Board of industry experts, including Diana Crossan. Diana served as the Retirement Commissioner from 2003 to 2013 and contributed significantly to the development of KiwiSaver in New Zealand.
We may receive a compensation payment from Lifetime Retirement Income when you obtain their products and/or services through your membership of HealthCarePlus. This enables us to provide you with Membership Benefits and the management of the charitable grants.