Advice For Life
We are here to help you make the most of your life.
By working together, we will build greater financial certainty — with personalised financial advice for every stage of your journey.
How Lifetime Can Help You With Your Financial Plan
KiwiSaver
Start your KiwiSaver investment journey with confidence.
KiwiSaver is more than just a savings account — it is a key part of your long-term financial plan. Whether you’re aiming for your first home or a more secure retirement, we will help you build a strategy that supports your goals and grows with you.
Home Loans
Secure the right mortgage with expert advice.
Buying a home is a major financial step — and the right lending strategy matters. Whether you’re a first-home buyer, moving up, or investing, our advisers will guide you through the process and help structure a home loan that fits your long-term goals.
Personal Insurance
Confidence through every stage of life.
Whether you’re protecting your income, your health, or your family’s future, we provide expert, impartial advice to help you choose the right insurance cover. As life changes, we ensure your protection plan changes with it — and we’re here when it counts
Investments
Grow your wealth with a clear, personalised strategy.
Whether you are saving for the future or looking to make your money work harder, we help you invest with confidence. Our expert advisers design tailored investment plans and adapt them as your life evolves.
Financial Planning
Clarity and confidence for every life stage.
A good financial plan connects today’s decisions with tomorrow’s goals. Whether you’re just starting out or planning for retirement, we will help you map out a clear, personalised strategy and adapt it as life evolves.
Business Advice
Strategic financial guidance for business owners.
Running a business comes with complex financial decisions. We work with you to protect what you have built, plan for growth, and prepare for the future — with expert advice tailored to your business and personal goals.
Client Satisfaction & Feedback
We take pride in the great feedback we receive from our clients.
Ratings
98%
Clients who said Lifetime understood their financial situation and goals.
92%
Clients who said Lifetime made it easy to understand the financial advice and make decisions.
98%
Clients who said they achieved their financial objectives with Lifetime's advice.
Feedback
A change of circumstances has forced me to take responsibility of my finances. Lifetime has supported me in handling this, responding promptly, providing clear, current and easy to follow data. I have had complete confidence, satisfaction a...
Alison
It is infrequent that I meet someone I get the sense wishes to do the best they can for others in their field of expertise.
Thank you for showing a genuine interest in what I am trying to do, what would fit and not what you can get from m...
Stuart
Having health insurance set up for me through my broker Otto Lijzenga at LifeTime has given me the financial freedom to seek the professionals that I need to help me with my condition - endometriosis. Having the specialist cover option, mea...
Claire O’Keeffe
Owner/Director, The Game Plan Gym
The whole process of putting together a financial plan for my retirement was not only professional but very informative. This has given me a high degree of certainty that I will have income from by assets and savings available to me to main...
Leanne
When I was looking for a Financial Adviser one of my top priorities was to find someone who was ready to listen and actively interested in delivering the type of customer experience I was looking for which was to have an open, honest, trust...
Bobby
Financial Planning: Mapping Out Your Financial Goals
When was the last time you sat down and not only set some goals, but mapped out the best way to ensure they are achieved? Goal modelling is more than just financial planning - it’s a roadmap to achieving what truly matters to you. It’s getting answers on what you could be achieving in life, and the best way to get there.
At Lifetime, we go beyond just the numbers to understand your life stages, your aspirations and your personal values.
Staying Cyber Smart
At Lifetime, looking after your financial wellbeing includes helping you stay safe online. Lately, we’ve seen an increase in online scam attempts across the financial sector here in New Zealand, so we thought this was a good time to share a few friendly reminders on how you can stay protected.
Market & Portfolio Update: August 2026
Global share markets pushed higher in August. The MSCI World Index, a broad measure of companies across developed markets, rose 1.9% in NZ dollar terms, helped by a solid company earnings season and continued enthusiasm around artificial intelligence.
People First
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