Auckland

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

About Us

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

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Phone:
09 631 7748
Physical Address:

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

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Mt Eden, Auckland

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Phone:
09 631 7748
Physical Address:

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

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Takapuna

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Physical Address:

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

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Bayleys House, Auckland

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Phone:
09 631 7748
Physical Address:

30 Gaunt Street, CBD, Auckland, 1010

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Get In Touch

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

Bourke O'Connor


Financial Adviser

AFA

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

Matthew Dawe


Financial Adviser

AFA (FSP483284), Diploma of Financial Markets, Certificate IV in Financial Markets Operations, New Zealand Certificate in Financial Services

Matthew has most recently spent time as General Manager | Head Dealer of a Foreign Exchange Brokerage and brings to Lifetime his passion of investing in real estate since 2006, along with his dedication for helping clients.

He believes that helping clients to achieve their dreams doesn’t just start with property number one; it is the continued service for the life of the client that really drives a happy result and success.

  • Office: Queen St, 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: 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, CFP, 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

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

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: Bayleys House, Auckland

Our Team

Lucie Moloney-Geany


Plan Writer / Trainee Adviser

Lucie joined the Camelot team in 2018 after relocating from London where she studied a Bachelor Honours degree in History at King’s College London, along with her studies she undertook personal research and was among the student publishing team of the King’s College London Student Journal of International Affairs and Human Rights. Lucie has spent the last 18 years in the United Kingdom and moved back to New Zealand after her studies to be closer to her family. Having been a general manager in a top ten of London’s busiest brunch spots Lucie has bought her service experience to the team with a keen eye for customer care and people relations. In her free time Lucie can often be found sampling the local eateries can has confirmed the coffee really does taste better in New Zealand.

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.

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.

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.

Kim Workman


Adviser Support
Bachelor of Business Studies, National Certificate in Financial Services Level 5

After leaving Massey University with a Bachelor of Business Studies, Kim moved to Cambodia where he spent two years working as an Academic Assistant and Marketing Coordinator. Kim gained insights into different cultural values and saw first hand the harsh realities of living in one of the poorest countries in the world.

Always having an interest in finance and world economic inequalities, he further educated himself by gaining a National Certificate in Financial Services Level 5. Shortly after obtaining his new qualification, he gained employment at Lifetime, just prior to the merger, providing a exciting time to enter the company and industry, with a goal of providing advice that has the interest of the client first.