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 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
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
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
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
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 was an absolute pleasure dealing with Emily. She set us on track financially and used plain language to do so. The biggest upside was the security that comes with having a sound financial plan going forward. Sharing your finances is a ve...
Emma Bailey
Untitled Blog Post
The global share market (represented by the MSCI World Gross Index) returned +1.4% in New Zealand dollar terms, despite many listed software companies facing pressure during the month. Investors are questioning how durable some software companies’ competitive advantages really are, as developments in artificial intelligence (AI) may make it easier to replicate their software. Nonetheless, the broader market tone was more resilient as investors continued to favour industries related to AI infrastructure.
Lifetime Book Club: The Almanack of Naval Ravikant by Eric Jorgenson
In a world that often confuses busyness with success and income with wealth, this book offers a different perspective. One that suggests true wealth is freedom. Freedom over your time. Freedom over your decisions. Freedom to live life on your own terms.
Maximise Your Miles: Financial Tips for Frequent Flyers
Whether you’re a young Kiwi planning your OE (overseas experience), a family about to embark on that long-awaited trip to Disneyland, or a seasoned business traveller hopping between meetings in Singapore and Sydney, the excitement of travel is unbeatable. But with every adventure comes a bit of financial planning to ensure your holiday memories aren’t clouded by an unexpected hit to the wallet.
People First
Integrity
Teamwork
Courage
