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Board of Directors

Meet our Board of Directors.

Peter Cave


Managing Director


CFP, AFA

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

David Whyte


Chair


M.A. (Hons), M.Mgt, F.Fin, CMInstD, FCIS.

Hi, I'm David Whyte - Chairman of the Board of Directors of Lifetime Group Ltd. I'm based North of Auckland in a quiet rural setting where I can apply myself to best-practice governance matters on behalf of LTG. Drawing on (quite a few) years of experience as an Adviser in the UK and Senior Management positions at Sovereign/ AIA (NZ and Australia), I try to apply the accumulated wisdom of my years in overseeing Boardroom activities; and supporting the Executive Management effort in achieving the Group's short, medium and long-term objectives. I'm absolutely committed, passionate and dedicated to seeing Lifetime Group become the foremost Financial Advice distribution company in NZ. The pursuit of excellence through education, training, and personal development drive me to strive continually to see our people achieve beyond their dreams. Our clients are of course the focus of our collective attention, but I firmly believe that our staff, management and everyone at Lifetime are not only our most important asset, they're our only asset.

M: 021 406 767

Kate Vennell


Non-Executive Director


BA

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.

M: 022 528 1778

Allan Yeo


Director

Allan originally formed the Grosvenor Financial Services Group – now called Booster Financial Services – back in 1998.

Before then, he held senior banking roles with Barclays Bank PLC in New Zealand, Australia and the United Kingdom.

Allan is also the Managing Director of Booster Financial Services.

M: 021 511 420

Owen Shaw


Director


Owen commenced his Insurance Career in Southland with Guardian Royal Exchange. After 10 years Owen started up a practice in Insurance Broking and Financial Services. In 1990 he was a founding shareholder/director of Commercial and General Insurance Brokers which merged with Rothbury Insurance Brokers in 2004. Owen continues on the Board of Rothbury. He was also founding director/shareholder of AMP South Financial Services in 1999.

Owen was instrumental in helping set up Rothbury Life Ltd in 2012 which has now merged into Lifetime/Camelot. Owen is a passionate about Financial Services and is a life member of MDRT.

Owen is a Chartered Member of the Institute of Directors NZ.

M: 027 435 4474

Allan McNaughton


Argent Adviser & Director


Allan kicked off his career in the financial services industry in the 1980’s and is a CLU, an AFP, an AFA and holds the NZ Diploma in Life Insurance. Whist being an active member of the Lifetime Group Board, his passion remains working with clients. Meeting their individual needs, seeing their life goals being fulfilled and ensuring this happens in a hassle free, professional manner is what makes him passionate about his work.

Allan was also one of the founding members of ALF (the Argent Lifetime Foundation) and has been an active participant in the foundation’s cornerstone event – the ALF Golf Charity day – for over 10 years.

To add to his focus of giving back, Allan is the current Chairman of Certus Trust; an organisation which since its inception has granted in excess of $186,000 to assist New Zealanders to better improve their quality of life.

Allan is married with three children and enjoys spending time with the family travelling together.

T: 03 372 1912
M: 021 240 0400

Paul Foley


Alternate Director

Paul is a senior corporate / commercial lawyer based in Wellington, where he is a partner in Minter Ellison Rudd Watts.

He has over 25 years’ experience working with companies in the financial services, manufacturing and energy fields. He is a past director of NZX- and ASX-listed companies and a Chartered Fellow of the NZ Institute of Directors.

Paul has been involved with Booster Financial Services Ltd since the start in 1998 and more formally as a director since 2012.

M: 021 948 841

Roger Abel


Alternate Director

Roger’s passion for commerce and nurturing business growth was sparked early on in his professional life - elbow deep with business owners and senior managers, selling advertising for a publishing business.

He entered the financial services world with AMP in 1987, the same month as the infamous share market crash of ‘87. And five years later invested in a business called Rothbury.

Rothbury was a business with a history dating back to 1950, it had only a handful of staff and just one office. Today he spends most of his time leading the business, with over 260 staff, 18 locations New Zealand wide and several different businesses/brands, however he still spends time with clients when the opportunity arises.

Over the years Roger has been involved in many regional mergers and acquisitions, growing a robust business that he will always be passionate about. This includes the strategic partnership between Rothbury and Lifetime, with Rothbury now the cornerstone shareholder.

Roger is a boating enthusiast, enjoys a hit of tennis, and lives Auckland’s North Shore with wife Anna and son Zach.

T: 09 526 8320
M: 021 952 230