Hi, I'm Matt. I am married with five children and an avid social sportsman when time allows. I'm in the Lifetime employee benefits team. This means I'm actively involved with local companies, aiding t...
It's amazing what can be achieved when we sit down and talk.
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.
I have a particularly broad but deep set of skills; skills I have acquired over a very long career as a business owner. Skills that make me an asset for my clients as a financial adviser.
I am a financial adviser who works with families and individuals to make smart money decisions. I believe that everyone needs a trusted person to help guide them on their financial journey.
I am a financial adviser who works with everyday people like you and me to realise your financial goals and dreams. It’s not just about money. It’s about you, your passions in life, your family and yo...
I am a chartered accountant who started my career in a global accounting firm. I then started an accounting business and have a practical understanding of the challenges small business owners face. I ...
Hi, I’m Jamie. I live in North Auckland and enjoy the beach lifestyle with my family including two very active young children. I am a huge sports fan with my main passions being Golf & Football. I hav...
I’m a proud certified financial planner based in Auckland but with clients everywhere. I’ve been helping people live their best lives with great financial planning for 20 years. My wife, Jude and I ar...
I'm a CPA with a passion for accounting and tax. I spent many years being a commercial accountant but I've found my potential in public practice. Being a trusted business advisor for my clients, and h...
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.
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.
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.
Fire & General - Administration & Claims Manager
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.
I firmly believe that every experience in our lives is an opportunity to learn and grow. I am a huge believer in lifelong learning; throughout my life, I have studied five different majors (Home Economics/Teaching English to Speakers of Other Languages (TESOL)/International Relations/Translation/Culinary Studies) in three countries (South Korea/The United States/New Zealand) to broaden my knowledge and continue learning momentums. Immigration Law is my latest study and it helped me realise how important it is to keep on a learning curve.
My three golden rules are: 1. Never stop learning. Learning should be eternal. 2. Follow your dream and take charge of your own happiness. This rule is still hard for me to learn and I am in the process of fully appreciating it. It is important that we live a life that makes us happy. 3. Believe in yourself, with realistic goals, and enjoy the journey.
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!
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.