Lyford Investment Management Ltd
Wellington based financial advisers offering retirement planning and specialist guidance on the Residential Care Subsidy and aged care funding throughout NZ.
About Lyfords
Lyfords is the trading name of Lyford Investment Management Limited, a Wellington financial advisory firm led by Alison and Richard Renfrew, both Certified Financial Planners and Financial Advice NZ Trusted Advisers. The firm advises older New Zealanders and their families on retirement planning, investment, and the financial side of moving into residential care. They maintain dedicated guidance on the Residential Care Subsidy, including how the asset and income means assessment works, how gifting and family trusts affect eligibility, and why planning well before care is needed matters. For families weighing up whether a parent will qualify for the subsidy, or how to structure assets before a means assessment, this is the kind of specialist financial advice that general advisers often cannot provide.
Services Offered
Residential Care Subsidy and means assessment guidance; retirement planning; investment advice and portfolio management; wealth management; personal insurance; UK pension transfers (QROPS).
Contact Details
Phone: 0800 459 367
Website: https://www.lyfords.co.nz/
Regions Served
Wellington