JANZ’s financial services partner Lifetime has joined forces with One50 Group.
This news comes a month after Lifetime announced it had secured reduced trustee and admin fees for the Judiciary Superannuation Plan (NZRT) from 0.20% to 0.15% after negotiations with AMP.
“We are pleased to have more good news to share,” National Manager Group and Employee Benefits Melody Fry says.
One50’s offering of accounting and property accounting partnerships, general insurance and business advisory will become part of the Lifetime advice suite.
“Greg Munt (One50 Group Managing Director) and his team are a natural fit for the Lifetime approach and will add strength to our ability to offer enhanced service-level offerings to our clients,” Lifetime Chair David Whyte says.
The acquisition ensures Lifetime can offer full investment, mortgage, insurance, retirement planning, accounting and business advisory services to its clients, becoming a nationwide one-stop-shop for financial advice for life.
One50 traditions including its charitable initiative Dream Days are also staying long term. The programme connects everyday kiwis, families, businesses, sports clubs and schools to a candidate family that has a child affected by an illness or disability to provide them with a meaningful experience.
From 1 October the businesses will become one and the combined group will operate under the Lifetime brand, with the team of more than 170 people coming together in 14 locations around the country. The staff and offices from both companies will be co-locating over time.
Peter Cave will continue as Managing Director of Lifetime, with One50 group’s Greg Munt joining the executive leadership team.
“We look forward to updating the JANZ community of any of the new services and offerings that become available to them,” Group and Employee Benefits Specialist Michelle Blacktop says.
For more information about One50 Group, visit one50group.co.nz
The full release is available to read here: https://www.goodreturns.co.nz/article/976519198/lifetime-acquires-significant-auckland-advice-group.html