Specialist servicing for clients with older, closed retirement investments, making sure your legacy savings are still working for you.
While Avon Wealth's primary focus is modern KiwiSaver advisory, we also continue to manage and provide ongoing support for a select range of legacy and niche retirement schemes on behalf of our long-standing clients.
These specialised schemes often carry unique structures, historical benefits, and individual considerations that require dedicated expertise and ongoing oversight. As part of our commitment to existing clients, we continue to offer advice, administration support, and regular reviews, to help ensure these older investments remain aligned with your retirement objectives.
Please note: These retirement schemes are no longer open to new members. Our involvement is strictly limited to servicing and supporting existing clients who are already invested in these schemes.
Previously known as the AMP Superannuation Master Trust, this scheme was transferred to a new fund manager, Lifetime Asset Management Ltd, in 2023.
If you've found us here, you've likely arrived via a referral from Lifetime directly, or through our regular correspondence with the approximately 500 clients who still hold investments within this legacy scheme. You may not have encountered Avon Wealth before. We are simply the most recent of around five different providers and advisers that your SMT will have passed through since you first established it, perhaps many years ago.
You may have originally set up this investment through Spicers, AXA, AMP, First Capital, or another source entirely. Regardless of where it started, your fund now sits under the management of Lifetime, with Avon Wealth acting as the linked independent adviser to provide ongoing advice and assist with:
If you've never reviewed this scheme, or if you have any questions about your Lifetime SMT investment, please get in touch as soon as possible. Andrew can bring you fully up to date on your investment and outline your options going forward.
We also look after a small book of clients with AMP New Zealand Retirement Trust (NZRT) accounts. Most of these clients originally joined this scheme through workplace superannuation with NZME.
AMP are, and will remain, the manager of these funds. Avon Wealth is the linked adviser for a number of legacy NZRT accounts, providing ongoing review and guidance.
The NZRT is a retirement scheme that is separate from KiwiSaver, and is not typically available to new employees or customers. However, if you established this investment years ago, it may still be sitting there, potentially unreviewed and no longer structured to best suit where you are in life today.
Just like KiwiSaver, your NZRT can be structured around your tolerance for risk and your growth objectives. Getting regular advice on this scheme is important, and that's exactly where we can help. Please contact us to discuss your NZRT investment.
If you've received correspondence from Lifetime Asset Management, AMP, or from Avon Wealth directly about an older retirement investment, or if you simply have an investment you haven't looked at in years, please get in touch. Andrew can help identify what you have, where it currently sits, and what your best options are going forward.
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