I was born and raised in Sri Lanka. I started my career at 19 as an intern in the banking & finance industry. Fast forward a few years, I moved to New Zealand and specialized in property investment an...
About Us
Please note, the Lifetime team are now back to regular working hours in the office. If you'd like to visit a Lifetime office you are most welcome anytime. You can read more on our COVID response here.
You can find us at our main office on Shortland Street in the heart of the CBD. Our dedicated team is passionate about finding the right solutions for your financial needs, we look forward to catching up over a cup of coffee to go over your financial plan.
If our new Albany location works better for you, just let your adviser know and they can meet you out there if preferred.
Contact Details
Auckland CBD
Get In Touch- Phone:
- 09 631 7748
- Physical Address:
-
55 Shortland Street, CBD, Auckland, 1010
- Postal Address:
-
PO Box 8831, Symonds Street, Auckland , 1150
North Shore
Get In Touch- Phone:
- 09 631 7748
- Physical Address:
-
Unit A1, 4 Antares Place, Rosedale, Auckland, 0632
Our Team
Steven Wong
Manager - Accounting & Advisory
CA, BCom
Being born and raised in the Islands of Fiji, I had the chance to enjoy the slower pace lifestyle and truly appreciate all the little things in life. I understand that running a business is not all flowers and roses that is generally perceived and acknowledge how difficult and daunting it can be for business owners navigating their way.
With 7 years’ experience in public practice accounting and advisory, I specialize in dealing mainly with SMEs across all industries in New Zealand. My focus is to help and become an integral part in achieving your personal and business financial goals by providing advice that matters at the most crucial times.
Jaime Nel
Accounting Support
I have a great deal of customer service experience and am always courteous and polite to my clients. I believe that everyone needs a friendly face when they are challenged with a problem and I am here to help them on their journey.
Megan McMullen
Adviser Support
I have been working in the insurance industry for 3 years now. During this time, I have gained vast experience in underwriting, claims and policy servicing. I have a passion for helping people and find it rewarding when getting claims across the line. I have lived on the Hibiscus coast since I was born, I love being around the beaches. I am a very down to earth, outgoing person. Outside of work, I enjoy baking, staying active and have a passion for playing sports.
Karolina Andrzejczyk
Practice Manager
Originally from Poland, I spent half my teenage years in the UK and the past twelve years in New Zealand. I joined the accounting team with background accounting knowledge, gaining the majority of my experience at one of the big 4’s.
I am in the process of completing my Bachelor’s Business degree at Massey University via part time and distance study, majoring in Management and Environmental Studies.
My main focus is gaining an understanding of ethics and social responsibility,
Alice Zhong
Adviser Support / Office Coordinator
I started out my career in the hospitality industry because of my 'happy-go-lucky' personality. Being born and raised in Singapore, it has given me the advantage to blend in easily with the different nationalities and cultures in New Zealand. Another great advantage of this is the ability to speak two languages (English and Mandarin Chinese) from a young age which has given me more opportunities to help other nationalities along the way.
My passion is helping people the best I can, and when I am not out helping the world, I really enjoy baking cakes, being out in nature, hiking, and in the winter I continue to improve my skiing skills!
Adam MacTavish
Adviser Support
I'm an adviser support with the Auckland team. Previous to this role, I was studying at The University of Waikato and spent some time working in Wellington within the financial industry. I have a strong belief in continuous learning so am always seeking out opportunities to up-skill and gain additional knowledge. In my spare time I enjoy keeping myself physically fit and keeping up with a wide range of sports leagues and am also one to always agree to game of chess. Additionally, I enjoy being actively involved in my Church group and spending as much time as I can with my family and friends whether that be back home in the Waikato or elsewhere.
Jan Brooks
Adviser Support
Certificate of Business Management
I love to help people and make their lives easier and more functional. Being an adviser support enables me to assist not only my adviser team but of course our clients. My background has seen me in a variety of office management roles, ranging from operations to auditing as well as sole charge positions. This experience has laid the foundation for me to readily recognise where help and understanding are required and to notice when someone/something needs attention. I pride myself on being as helpful as I possibly can be when working with clients, to ensure their Lifetime experience goes smoothly. Knowing I have helped someone on the positive road to financial freedom whilst insuring them for life's risks is priceless!! I share a 3 acre farmlet in the Waitakere Ranges, west of Auckland City with my partner, daughter and grandchildren. We are lucky enough to have wonderful green grass for year round grazing of our sheep and cute little lambs born each Spring, much to the delight of the little ones. We have free range chickens, two dogs, two cats and beehives.
Steven Wong
Manager - Accounting & Advisory
CA, BCom
Being born and raised in the Islands of Fiji, I had the chance to enjoy the slower pace lifestyle and truly appreciate all the little things in life. I understand that running a business is not all flowers and roses that is generally perceived and acknowledge how difficult and daunting it can be for business owners navigating their way.
With 7 years’ experience in public practice accounting and advisory, I specialize in dealing mainly with SMEs across all industries in New Zealand. My focus is to help and become an integral part in achieving your personal and business financial goals by providing advice that matters at the most crucial times.
Jaime Nel
Accounting Support
I have a great deal of customer service experience and am always courteous and polite to my clients. I believe that everyone needs a friendly face when they are challenged with a problem and I am here to help them on their journey.
Kelly Harvey
Fire & General - Administration & Claims Manager
BA
I started out in my insurance career straight out of Uni working for State Insurance and later Vero Insurance. After about 10 years in the industry I took a break to have kids and following that worked in administration and events for a change of scenery. The insurance world came calling again, and I started work at One50 Group in the fire & general team as an administration assistant and then later became the administration & claims manager, a role I have carried through to Lifetime.
What I love most about my role is helping clients through the claims process to get the best outcome possible. Nobody wants to have to claim on their insurance, and it can be a stressful time, so the easier I can make that process for my clients, the better.
Greg Munt
General Manager - Strategy Development
I am a very goal driven person, proud husband and father of 3 amazing kids. A strong desire to succeed and achieve my goals led me to a 20+ year career in financial services. The fundamentals of achieving anything we want in our lifetime is to first know where we are going and then take the necessary steps to get there. This philosophy has so far served me well in both my professional and personal life and is one I love to share with our team and clients.
Nathaliya Abeysuriya
Accountant
BCom, BSc, CA
I started my career as an accountant in an external audit role and have since found my way into the business advisory services space. I work closely with my clients to manage their compliance and provide advisory support tailored to their industry and business needs. A key aspect of developing good client relationships for me is being proactive, approachable and engaging as well as giving timely and sound advice.
Nathaliya Abeysuriya
Accountant
BCom, BSc, CA
I started my career as an accountant in an external audit role and have since found my way into the business advisory services space. I work closely with my clients to manage their compliance and provide advisory support tailored to their industry and business needs. A key aspect of developing good client relationships for me is being proactive, approachable and engaging as well as giving timely and sound advice.
Elizabeth Ann Munt
Dream Days Coordinator
I have spent the majority of my working life in the public service arena, the last 20 being in the health sector. I retired 3 years ago. In the past 3.5 years I have been involved working for a charitable trust coordinating Dream Days experiences for candidates and their families. During this time I have met the most amazing people both from a candidate/family and from a sponsor/supplier perspective. We have some pretty amazingly special people in New Zealand.
Julia Pearce
Advisor Support
BBus
I'm starting my finance career in the kiwisaver team where I manage general communications and assist the kiwisaver advisers in their day to day work flow.
I'm from the stunning Mangawhai where I grew up on a lifestyle block. This sparked my love for being outside and with animals.
Ralph Cabansag
Technology Coordinator
I’m a true international, having spent years in the Philippines, the United States and ultimately settling in Aotearoa, my home. Being a strategically-minded person with great attention to detail and strategical problem solving I fit right in with Lifetime. I am extremely passionate about bringing our brand to life in a modern and interactive way! As part of the operations team I am responsible for setting up, developing and maintaining our computer networks and systems.
Karolina Andrzejczyk
Practice Manager
Originally from Poland, I spent half my teenage years in the UK and the past twelve years in New Zealand. I joined the accounting team with background accounting knowledge, gaining the majority of my experience at one of the big 4’s.
I am in the process of completing my Bachelor’s Business degree at Massey University via part time and distance study, majoring in Management and Environmental Studies.
My main focus is gaining an understanding of ethics and social responsibility,