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.
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
Get In Touch- Phone:
- 09 631 7748
- Physical Address:
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55 Shortland Street, CBD, Auckland, 1010
- Postal Address:
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PO Box 8831, Symonds Street, Auckland , 1150
Takapuna, Auckland
Get In Touch- Physical Address:
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1st Floor, 7 Auburn Street, Takapuna, Auckland, 0622
- Postal Address:
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PO Box 8831, Symonds Street, Auckland, 1150
Get In Touch
Contact us on 0800 656 466 or clientcare@lifetime.co.nz or alternatively send us an online enquiry below.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 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.
Having started in the Finance industry 4 years ago I fostered a diverse set of knowledge in Risk with experience in Underwriting and Claims. By 2019 I had found the magic in KiwiSaver & Investing. I want to provide my clients with the knowledge and tools to empower their decision-making around their own financial journeys.
I am a Financial Adviser specialising in Commercial Insurance solutions for SME businesses to large corporate companies. I enjoy working closely with business owners, to really understand how their business works and provide a business insurance package, tailored to meet their individual needs and requirements. Coming from a retail background where I managed my father’s butchery business, I understand the day to day needs and struggles of New Zealand business owners.
Auckland born and raised I am a qualified chartered accountant that started my accounting career working for a well known global accounting firm. I enjoy working alongside my clients to give pragmatic advice and support them on their ventures with many at differing stages of the business life cycle.
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 and mortgages. As an adviser, I enjoy guiding people towards their financial goals . Managing money isn't easy so why do it alone? Let me help you with the technical side of things, so you can focus on the bigger picture.
I was born and raised in Zimbabwe and moved to New Zealand 20 years ago.
Not really knowing what I wanted to do career-wise I decided to get into computer and IT sales and quickly rose through the ranks and achieved top 10 sales status in my first year and top Salesperson for the country in my second year in a nationwide company. I then went on into multiple sale roles over the next 17 years, scooping up multiple awards as I went. I have spent the last few years in Real Estate sales due to my interest in property. My interest in property and finance lead to my career with Lifetime Group where I can apply my people skills and advice in an area of great interest, to ensure my clients financial success.
With over 20 years’ leadership experience working in investment and financial services, I bring a wide range of knowledge and skills to Lifetime and my clients. My passion for delivering exceptional customer satisfaction saw me promoted into the role of Client Support Manager with a previous employer.
Now with Lifetime Group, I’m using my expertise and enthusiasm to ensure my clients receive the best possible mortgage advice and insurance options to best suit their needs.
I am a passionate and strongly customer-focused person with experience in Domestic Insurance, Small Business Ownership/Operation & Account management/Sales within the Financial, Insurance, and Health Sectors. I entered the insurance industry in 2003 and have been working in the financial services industry for 10 Years now. I have done various roles from customer service to Employee Benefits and Kiwisaver and now adding General Insurance to my skill set.
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.
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.
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 very down to earth, outgoing person. Outside of work, I enjoy baking, staying active and have a passion for playing sports.
Jamie Fawcett
Accounting Support
I have had a great deal of customer service experience and am always looking to be 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.
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.
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 lead 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.
Karolina Andrzejczyk
Practice Manager
Originally from Poland, I spent half my teenage years raised both in the UK and past twelve years in New Zealand. I joined the accounting team with background accounting knowledge, gaining 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 looking to complete my degree in the near future. My main focus is gaining an understanding of Ethics and Social responsibility,
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.
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.
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 though 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.
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, 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.
Julia Pearce
Administration
BBus
I'm starting my career in finance 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.
Christina Webster
Accountant
CA BCom DipGrad
I am a qualified chartered accountant, having graduated from the University of Otago with a Commerce degree. I started my career working for a large hospitality firm which had many notable cafes and restaurants in Auckland, then moved into public practice to gain more experience across all areas of accounting. I excel at understanding the unique needs of the businesses I work for, harnessing their specific information to streamline processes to produce consistent results for my clients.
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.