Saving and Investment

Savings and Investment

When planning for the future, you'll need a savings or investment plan.  Fidelity Life has a range of products designed to help you achieve your goals.

Doing some groundwork with your adviser will enable you to select the most suitable investment option to turn your goals into reality.  First and foremost, you'll need to give some consideration to why you are investing, what you want to achieve and by when.

Once you know where you want to be, your adviser can help you determine how you will get there.  An important part of this is matching the right investments to your situation and preferences. 

You'll need to identify your attitude to some key investment issues to determine your 'investor profile' and choose the most appropriate strategy for you. Finally, they'll recommend a suitable product.

View our Funds Management Profile, Investment Statement, Fidelity Life Prospectus and Super Super Plan Number 3 Prospectus for more information.

Our Saving and Investment products

Savings & Investment

Fidelity Capital Guaranteed Bond

The Capital Guaranteed Bonds offered are fixed interest debt securities issued by Fidelity Capital Guaranteed Bond Limited, listed on the NZX. Click here to visit the website.

Where to from here?

If you would like more personalised information and pricing on Fidelity Life's products and you do not currently have an adviser, please complete our 'Find an Adviser' form.

 
  Copyright © 2012 Fidelity Life Assurance Company Limited

While Fidelity Life Assurance Company Limited (“Fidelity Life”) believes the information contained within this Website is accurate at the time of compilation, neither Fidelity Life nor any company or person associated with this Website takes any responsibility for any incorrect or outdated information contained herein. In preparing this Website, the author has not taken any individual investor’s personal circumstances into account and this Website should not be relied upon as the basis for an investment decision. The information provided in this Website is general in nature and is not a substitute for financial or other professional advice.