Auckland

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

About Us

IMPORTANT UPDATE:

This office is now closed due to the current COVID-19 status, but we are still available.
We’re here to help via phone, email and video call. Please reach us on the contact details below.

Lifetime Client Care Team
0800 656 466
clientcare@lifetime.co.nz


Chat soon,
Your Local Lifetime Team

 

With several satellite offices throughout the Auckland region, the Lifetime Auckland team have built a network providing all aspects of financial planning from home loans to life insurance. 

Lifetime share an office with Rothbury General Insurance Brokers at 1 Queen St, in the heart of Auckland's CBD. Between us we provide seamless full service solutions across the range of insurance products. 

Contact Details

Queen St, Auckland

Get In Touch
Phone:
09 631 7748
Physical Address:

Level 18, HSBC Building, 1 Queen Street, Auckland, 1010

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Mt Eden, Auckland

Get In Touch
Phone:
09 631 7748
Physical Address:

Level 2, 40 Mount Eden Road, Mt Eden, Auckland, 1024

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Takapuna, Auckland

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Physical Address:

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

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Get In Touch

Contact us on 0800 656 466 or clientcare@lifetime.co.nz or alternatively send us an online enquiry below.

Bourke O'Connor


Financial Adviser

AFA, ANZIIF (Fellow). CIP. Dip B.S.

When you meet Bourke, you instantly understand why he is respected within the insurance industry. With over 40 years’ experience, which has seen him start at the bottom and work his way up to senior management and later into starting his own advisory. His upbringing and experience have given him a deep-seated belief in the value of life insurance products as a means of providing money when the need is greatest, and this is generally at a time of business or family crisis.

  • Office: Queen St, Auckland

Jeff Pearce


Financial Adviser

NZQA Approved Mortgage Adviser

Born in the UK and from West Auckland I have worked in a variety of fields dealing with people from all walks of life. For years I worked in the corporate environment providing tailored solutions to a wide range of businesses and helping them to achieve success in their goals. From there I learned that we all share a common need for safety, financial security and good health for ourselves and the people we care about.

  • Office: Queen St, Auckland

Garry Mann


Financial Adviser

AFA

Garry has been working in the insurance industry since 1988. He is an AFA and continues to further his professional development. His main areas of expertise are in both business and group risk.

  • Office: Queen St, Auckland

Zeke Boggs


Financial Adviser

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.

  • Office: Queen St, Auckland

Sam Walter


Financial Adviser

BA, CFPCM, AFA

Having been with the company over 16 years, Sam has a great deal of experience and over $70 million of private funds under his management. Sam is charismatic and an excellent public speaker who is great at motivating people to improve their financial behaviours.

  • Office: Queen St, Auckland
  • Mt Eden, Auckland

Jocelyn Zhou


Financial Adviser

M.Fin.

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.

  • Office: Queen St, Auckland
  • Takapuna, Auckland

Gitte Helle-Nielsen


Financial Adviser

AFA

I'm passionate about helping my clients get their financial house in order and I love my role as a Life Planner / Financial Coach. I help clients assess their full financial picture, set short- and long-term goals and then make a plan for how to get there. I always compare it to travel, as if you want a travel experience and head out into the world without a plan, you will have good or bad experiences based around luck and reactiveness.

  • Office: Queen St, Auckland
  • Takapuna, Auckland

Martin Beukman


Financial Adviser

AFA

Martin is an Authorised Financial Adviser and has been in the industry for over 16 years. He has practised internationally in both the business and the private sectors for major banking institutions such as ABSA(Barclays) and HSBC. He has been a member of the Financial Planning Institute of South Africa since 2002, Martin also holds a Bachelor of Social Science, a Master’s in Business Administration as well as a Post Graduate in Financial Planning, assuring his clients of a thoroughly professional service.

  • Office: Mt Eden, Auckland

Radhika Beetham


Financial Adviser

BSc, Grad. Dip BS, AFA

Radhika started her career as a Microbiologist before pursuing a career in finance in the non-advisory space. She has worked in various areas of finance some of which are personal loans, auditing, recruitment and dispute resolution. Whilst she always believed financial literacy was important she did not pursue this aspect of finance until her husband was diagnosed with cancer and then later passed away leaving her to raise their two young boys. For her it highlighted the fact that life’s journey is not always as smooth as we want it to be. Unexpected events happen that can stop us from living every day to the fullest.

  • Office: Mt Eden, Auckland

Claire Belch


Financial Adviser

AFA, Dip PFS CII (UK)

Claire is originally from the UK and married to a Kiwi, she has lived in London, Asia, Japan and New Zealand. Claire is an experienced adviser who has 30 years of working in the Global Financial services industry, which has included 20 years as an Asian Equity Stockbroker in Global Investment Banking, and 10 years running a UK Wealth Management practice under one of the largest financial planning companies there. This strong background enables her to assist clients with their current and future investment planning using a holistic approach.

  • Office: Mt Eden, Auckland

Chané Berghorst


Financial Adviser

B.BUS, AFA

I am an Authorised 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.

  • Office: Mt Eden, Auckland
  • Takapuna, Auckland

Our Team

Neeraj Thakkar


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

I have worked in the field of accounting, administration and reporting in various industries like aquaculture, mining, oil and construction across Ghana, Tanzania and India. Currently happily working in the finance stream as an support to the mortgage advisers and 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 and full of energy, always ready to help people and achieve team goals.

Sue Kelly


Client Services

Sue joined Camelot from Rutherford Rede Central in July 2009 and is part of our dynamic Auckland team, where she is currently the Insurance administrator for Otto Lijzenga, Sam Walter and Bruce Cameron. Sue helps to look after our Auckland-based customers.

Jan Brooks


Client Services

Jan joined Camelot Auckland in September of 2012 having come from an Operations Manager background in the Marine Survey industry for 4 years and prior to that managed her own factory based business in the Furniture Finishing industry for 20 years. Her career in the Financial Services industry began upon joining Camelot and in her time to date has found the experience challenging, but interesting learning all she can about investment and insurance. With a focus now on Investment for Advisers: Sam Walter and Bruce Cameron. The Administration Management support role to Camelot Advisers is paramount to their success and ability to do the best job they can for their clients. Administrators are the liaison with clients, providing the prompt, reliable customer service that Camelot is renowned for. Jan derives much satisfaction from her role dealing with clients, especially the elderly. When it becomes difficult for them to deal with a lot of paper work, she is only too happy to assist and make life as easy for the client as possible. Their gratitude is very heartwarming.

Ismail Zahir


Quality & Assurance Operations Lead

Born in the Maldives Islands, Ismail has been living in New Zealand for the last 12 years. He came here for further studies, met his wife and has now made New Zealand his home.

He has been involved in the insurance industry for the last 8 years, and initially gained experience working for one of the largest insurance providers in the country. During the 6 years he worked there, he developed his skills in various aspects of the industry and found a passion for Risk Management. He joined Lifetime Group Limited in 2014 and continues to achieve great success. He is currently our Compliance and Process Manager, an essential role for the company which ensures that all Financial Advisers follow regulations, and place the interests of the client first.

Ismail is currently studying for his National Certificate in Financial Services. In his spare time he enjoys long runs in the west Auckland Waitakere Ranges, plane spotting, traveling, and social media. At least once a year he likes to go home to Maldives, to visit his family and go fishing.

Sonya Eastlake


Adviser Support

Sonya has worked in the insurance industry with Garry Mann for 20 years. She came to the industry from a background in PA Corporate work and Events Management , most recently with the Warriors. She lives in Beachlands and travels via ferry into the city which in Auckland is the best way to travel, the view regularly includes dolphins which is so special. Sonya enjoys walking and is training hard at the gym as her daughter is getting married early next year.

Lucie Moloney-Geany


Project Co-ordinator
BA Honours

I joined the team in 2018 after relocating from London where I studied a Bachelor Honours degree in History at King’s College London. Along with my studies I undertook personal research and was among the student publishing team of the King’s College London Student Journal of International Affairs and Human Rights - I am a keen debater and love learning new perspectives.

I am all about solving problems. There is nothing more exciting then having that Eureka! moment- although I am not solving the theories of physics and maths - I am making my clients and co-workers lives easier. Finding ways to simplify you, and make the journey from A to B as streamlined as possible. This is what makes me tick.

I moved back to New Zealand to be closer to family and plant my roots back home. Apart from my English accent I am a Kiwi through and through.

When I take off my thinking cap you'll probably find me at a coffee shop sampling local brews. I have an absolute love of coffee and am a champion for small businesses.

Debs Preston


Adviser Support
MBA

Debs is 35 years within the finance and insurance industry, having obtained an MBA thru Massey University, she is the glue that holds the Auckland office together. A leader in client services, Debs believes that the customer should always come first and has an ethos of ensuring that her customer service is second to none. If you have question of service, please give me a call, happy to help.

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.