Having started in the financial industry four years ago, I fostered a diverse knowledge base in risk, with experience in underwriting and claims. By 2019, I had found the magic in KiwiSaver & Investme...
It's amazing what can be achieved when we sit down and talk.
Please note, the Lifetime team are now back to regular working hours in the office. If you'd like to visit a Lifetime office you are most welcome anytime. You can read more on our COVID response here.
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.
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 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...
Auckland born and raised, I am a qualified chartered accountant that started my career working for a well known global accounting firm. I enjoy working alongside my clients to give pragmatic advice a...
I am a financial adviser, specialising in commercial insurance solutions for all businesses - from SMEs to large corporate companies. I enjoy working closely with business owners, to really understand...
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.
Hi, I'm Matt. I am married with five children and an avid social sportsman when time allows. I'm a specialist adviser in the employee benefits team. This means I'm actively involved with local compani...
I have worked in the insurance industry for 20 years, where I commenced my career working for large New Zealand insurers and then as an Insurance Lawyer for a well-known Auckland law firm which specia...
Manager - Accounting & Advisory
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.