It's amazing what can be achieved when we sit down and talk.

About Us

We’ve found a great new office space at 55 Shortland Street in Auckland, so our growing team from the current Queen Street, Mount Eden and Takapuna offices have all come together.

We look forward to showing you our new space, and our fancy new coffee machine, when we next meet to check in on your financial journey. There’s plenty of carparking too.

If the Takapuna location worked better for you, good news, we will still have use of this office. Just let your adviser know and they can meet you there if preferred.

Contact Details

Auckland CBD

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09 631 7748
Physical Address:

55 Shortland Street, CBD, Auckland, 1010

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Postal Address:

PO Box 8831, Symonds Street, Auckland , 1150

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Takapuna, Auckland

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Physical Address:

1st Floor, 7 Auburn Street, Takapuna, Auckland, 0622

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Postal Address:

PO Box 8831, Symonds Street, Auckland, 1150

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Get In Touch

Contact us on 0800 656 466 or or alternatively send us an online enquiry below.

Jocelyn is a Financial Adviser with a focus on helping her clients understand money and be good with money. She provides advice on financing money when needed it, and protecting her clients from losing money when unfortunate events happen. Jocelyn enjoys working closely with her clients. She is excellent in providing a customised financial solution based on her clients’ current situation and future goals, and giving step-by-step guidance.

I was born in the UK and grown in NZ, I have spent my working life in sales and service and managed a vast range of client expectations. I entered the financial services industry in 2007, initially as a Mobile Mortgage Manager helping my clients to achieve their dream of home ownership. It is there that I found my true calling and a very personal commitment to help them to achieve their life goals and stay protected on life's journey.

Zeke has been working in the employee benefits space for over a decade, starting out in administration and account management roles here in NZ before heading overseas. He spent time with an international brokerage in Sydney before taking a role with MLC, one of Australia's top corporate super scheme providers. Primarily working in an Account Management role, he also spent time managing operational teams and helping to design and test systems to administer group schemes.

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 are shareholders in Lifetime and believe strongly in the company's values and purpose. My own retirement is a long way off and my young ones Sophie and Oliver require feeding for a few years to come so I welcome new clients!

I am a Financial Adviser who works with everyday people like you and me to realise your financial goals and dreams but it’s not about money. It’s about you, your passions in life, your family and your loved ones. Life’s journey is not always as smooth as we want it to be. Unexpected events happen that can stop us at times from living every day to the fullest. Your journey could be buying your first home, planning for their retirement, your next big trip or more time with the family.

I am a Financial Adviser, and work 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 an Financial Adviser who is passionate about helping people to visualize their financial journey, and would encourage everyone to have a personal financial plan - the earlier the better as it is never to early to start thinking about the future! It is easy to aim for goals in life, but not always simple to keep on the path to get there, many rocks can get in the way. As your financial coach I can help you keep focused on this. The foundation for our long term professional relationship is one of trust and confidence ensuring strength and certainty.

Our Team

Jan Brooks

Adviser Support

Certificate of Business Management

I love to help people, make their lives easier and more functional. Being an Adviser Support Administrator 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 type 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, easily and with the utmost confidence. 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.

Adam MacTavish

Adviser Support

I am employed as an Adviser Support as part of 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 gain additional knowledge and up-skill. 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.

Sue Kelly

Adviser Support

I have worked in the Financial and Insurance Industry for 12 years. I am self motivated, organized, conscientious and efficient with a very dedicated attitude. Outside of work I enjoy spending time with my family. My weekends are usually spent enjoying walks with my dogs, boating or being my sons biggest (and probably oldest) fan at Drifting events around the country. I am very passionate about what I do and strive to offer excellent service to our clients. I really enjoy being able to assist the Advisers with their goals and cherish the many friendships made along the way.

Neeraj Thakkar


B.Com, MBA Finance, P.G. Diploma in Applied Informatics

I have worked in the field of accounting, administration and reporting in various industries, including aquaculture, mining, oil and construction across Ghana, Tanzania and India. Currently I am happily working in the finance stream as a support to the mortgage advisers. I'm also taking a new role as a Paraplanner, assisting my advisers in writing risk and investment plans for clients in New Zealand. I am keen to learn, grow and utilize my experience and analytical skills to its best to help my advisers provide greatest of services to our clients. I am honest, adaptable, full of energy, always ready to help people and achieve team goals. I feel finance is a very crucial part of every humans life and should be handled with care. I sense that be it first home, an investment or any kind of insurance, the client should get the maximum benefit in all the dealings he or she makes. That is where our work becomes significant, and I love to be part of this space, helping the advisers achieve the client's financial goals.

Regional News

There have been a lot of changes here in New Zealand as a result of COVID-19, in particular the Government announcing a Level 4 Alert and placing the country into lockdown.

With the country now in isolation, there is understandably a lot of concern around people’s health and finances.

As an Authorised Financial Adviser, I would like to share some tips on how you can help yourself financially during these times, with some practical financial to-do’s whilst in lock down.