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Board of Directors

Meet our Board of Directors.

Peter Cave

Managing Director

CFP

I started my career in Engineering in England in the 1980’s, then decided to travel to NZ for my OE where I found my passion was with investing and helping people understand finances rather than Engineering. After joining the Financial Services Industry, it became obvious to me that the NZ market required people to change their way of doing business, a journey of observation that led to the current delivery of advice with Lifetime Group. People want Advice for Life, they don’t need to have people deliver them products. I am proud to say I am leading our team of Advisers at Lifetime along the new regulatory path and know that all of our clients will receive top quality advice from our team that reflects their own personal financial journey. When not at work I enjoy some quiet time to gather my thoughts, changing from my work suit to my work boots to spend time in the garden.

M: 027 436 8675

Kate Vennell

Independent Director

Kate built her career in Financial Services with Legal & General - the UK’s largest provider of individual life insurance and retirement funding products. As part of the executive team of the L&G’s Life business, she drove strategy, digital developments, and improvements to financial performance. As Head of Investor Relations, she engaged with fund managers in the UK, Europe, and USA to encourage investment in L&G plc. As a consultant, she helped a range of financial services clients, including a large retail fund provider and a national advisory firm to respond to changing external dynamics. She believes the best businesses are also those which put the customer first.

Kate is also a trustee of Mindful Money and sees a growing role for Responsible Investment to address some of our big challenges while helping investors to manage long term risks and returns.

Having returned permanently to New Zealand, Kate is enjoying the opportunity to see more of our beautiful country.

Kate is an Associate of the Chartered Institute of Management Accountants and a member of the Institute of Directors.

David Haintz

Independent Director

AM CFP® FFPA DipFP BEd FAICD

David is a CFP and a past director of the Financial Planning Association of Australia, in which time he was instrumental in the push for professionalism. He has had a 26 year career with his own firm, and subsequently became a founding director of Shadforth Financial Group, with over 100 advisers; which was taken over in 2014 for $670m - at the time $13b FUM, $165m revenue, and $58m EBIT.

He has presented at international conventions such as the UK Institute of Financial Planning, and the South African Institute of Financial Planning conferences; in 2018 had consulting engagements in 18 countries including diverse locations such as UAE, Germany, India, South Africa, and New Zealand.
David remains the only adviser in Australia to be awarded the two prominent awards - Australian Financial Planner of the Year (2005), and Australian Best Practice of the Year (2004).

Having departed Shadforth in 2015, he has established Global Adviser Alpha – a B2B consultancy helping leading global advice businesses become world class and achieve outstanding result for all stakeholders.

In 2017, David published a book titled The Life-First Advisor – How the new financial coach connects ‘money’ with ‘meaning’.

In the 2022 Australia Day Honours List, David was awarded as a Member of the Order of Australia (AM) "recognising outstanding and meritorious service for significant service to financial planning, to business, and to the community".

Graeme Edwards

Board Chair

BA, LLB(Hons)

Graeme’s career in financial services spans over 30 years and includes senior roles with National Mutual/AXA Group, Public Trust and ASB Group. He currently works as a commercial barrister, and has extensive experience advising on corporate governance, risk management, M&A, banking, insurance, funds management, superannuation, and financial advice law and practice. His other appointments include member of the Financial Advice Code Committee, Chair of Spectrum Foundation, and Non-executive Chair of ASB Group Investments Limited. Graeme is a member of the Institute of Directors.