I want to use my wisdom, experience and love of people to inspire them to start designing the life they want through creating financial freedom. Helping people to gain clarity about what it is they want and what that life actually looks like for them. I was always inspired by the quote “The purpose of work is to fund a magnificent life.”
It's amazing what can be achieved when we sit down and talk.
We'd love for you to pop in and see us at the new head office. We've got a pretty good coffee machine to boot.
I am a Southlander and worked on a sheep and beef farm before working in the insurance sector. I enjoy working with young families who are trying to get a start in life and also those who are new to business. I enjoy working with them and see them succeed and grow. Being able to help and point them in the right direction to get the advice they are looking for.
I’m passionate about my job here as a registered financial adviser. Being a father of two I know that life is never static which is a good thing, my role here is to ensure that you have a Plan B is in place so the curve balls life throws at us don’t interfere with us achieving our goals and impact upon our families. You will find I am honest, hardworking and at times exhausted as all parents understand.
Hi, I'm Dave. To me life is a wonderful adventure and journey to share and enjoy with the people around me. I have been blessed with a truly special family and a career that enables me to help and guide the families I work with to achieve their goals and dreams. Life happens once, time rushes by and sometimes it just makes sense in our busy world to get some solid, dependable and trustworthy help and guidance along the way.
First and foremost, all business aside, I am a mum. I am a sister, an auntie, a daughter, a niece and a wife. I love gardening, cooking, family, cars and animals. I believe in people first, honesty and transparency.
Hi my name is Taviri. I grew up in finance having started my first job at a bank when I was 18 and it's been all go from then. I enjoy anything to do with helping people. Especially when you see clients come in not knowing if they can achieve the goal of home ownership and the realisation that they can in their faces. And to top it off the excitement in their voice when you call up to say CONGRATULATIONS on the day they move in. That still gives me a buzz after all these years.
Dealing with both risk insurance and investment I'm passionate about achieving the best outcome for my clients and often the success of the work I've done is only realised when I help clients when they most need it.....claim time! Essentially putting money in someone's hands when they need it most means I've done my job. Whether that means a health event or a comfortable retirement, I'm happy either way.
Born in Christchurch as number 5 out of 6 kids and a Cantabrian through and through (yes we are catholic :-). Three older brothers instilled a resilience that has stayed with me and my mothers sad passing when I was aged 13, a determination to provide every customer the best insurance coverage or investment plan I can source from the market for a competitive cost.
Ian has been a passionate protector of business and family finances since 1991 when he got his first Certificate of Practice. An ALU, AFP and an Authorised Financial Adviser, Ian continually updates his skills and education in order to deliver sound, relevant advice to his risk and investment clients.
I am passionate about offering sound and practical advice that help people achieve their financial goals and priorities which I so appreciate the trust they put in me to work with them to do this. I believe this is the basis of a strong, long lasting relationship. Ensuring clients have a pleasant experience working with us is important to me as well as having a good understanding of the information I provide.
Eru was born in Waiouru Military Camp and spent his early childhood years in Malaysia, Singapore, and Australia before attending Waihi Boys School and Christ’s College. He then joined the New Zealand Army, serving as a rifleman in 2/1 Battalion, Burnham. After leaving the army he spent five years travelling in Asia, Europe, North America, and Africa.
Hi, I’m Christine, born and bred in Christchurch. Although I’ve lived here and there over the years, this is my home, the place where I feel the greatest connection. I've also been in the financial industry for 30 plus years, so have learnt a thing or two along the way. Besides my 3 golden rules which I have followed throughout my life, I have also learnt to keep it simple, and the wisdom of knowing how and when to seek good advice.
Hi, I'm Matt. Who am I? Well, that's a big question but I'm a family man (first and foremost), a sports enthusiast, a board game aficionado, an avid traveler, a debateaholic and an 80's rock fanatic. I am also a financial myth buster. I love busting common financial myth and legend into easily decipherable clear and understandable language. I love turning seemingly complex problems into easy solutions and I love seeing more than anything, my clients have the choice to retire early.
Laurie specialises in the Risk Insurance sector in the Financial services industry. Her experience spans over 30 years. She moved to Christchurch in 2000 where
she built a strong business of her own and sold this recently before moving to Lifetime. Laurie believes it is important to work clients through a full process enabling the client to make an informed decision from a position of knowledge.
I can trace my interest for finance and money back to the family monopoly games we used to play when I was a kid. I loved the game, but hated losing! I truly believe that financial freedom is attainable by everyone if a plan is actioned. The earlier you start the better. Once you start seeing the power of compounding it becomes addictive.
I am passionate about 2 things: people and how to learn more to help people. Finance is fascinating to me, so I want to know everything I can to truly empower people that I work with. In short, I'm passionate about getting better at my job, to make others better at reaching their goals and enjoying that moment when a person can sit back, relax and let out an, "aawwhh" of relief, because they got to their destination financially, emotionally, and mentally. If my clients don't get to experience that feeling, then I don't either - so we are completely in this together.
Business Support Manager
Fiona joined the finance team at Lifetime in 2014. New to the insurance industry she bought with her a wide range of commercial experience in accounts, administration and process improvement. As well as supporting the finance team she works closely with the entire management team.
Fiona and her partner, Steve, enjoy travelling whenever the opportunity arises; particularly going to the World Cup every four years. They share their home with Katie, a retired Greyhound.
Certificate in Business Administration
Hey there! Thanks for taking time out of your busy day to read my riveting self profile...oh no, now I'm going to have to write something really interesting to keep you excited and intrigued. Well, I was born and raised in a small town on the sunny West Coast. Wait! Don't click away! I promise we aren't as strange as some of you think we are... Basically I'm a paperwork and computer ninja here at Lifetime. I have strong defenses against large volumes of paperwork, tedious emails and Insurance providers. My advisers and I have always got your back. From the time of application, to the time you need to claim, we will do everything we can to ensure you get what you need; when you need it. I love to spend my spare time with my family and friends. I also love drawing, painting, traveling, playing games and tramping.
Customer Care Assistant
I was born and raised in Southland, starting my working life as a waitress, which taught me the importance of customer service. I am now based in Christchurch and I am excited to bring the customer service skills I have gained over the past six years to this role. I enjoy spending my spare time with my friends and family. I am passionate about doing what is best for our customers. My goal is for them to walk away from our conversation feeling as though their needs have been heard and meet. I truly believe that the level and type of customer service a client receives can make or break their experience.
General Manager - Advice
Aaron is the General Manager – Advice at Lifetime. His early career was in the area of professional development before moving into Banking in 1998 then Financial Planning in 2002 while living in Dublin Ireland.
On returning to New Zealand Aaron attained the Certified Financial Planner designation and continued working as an Investment Adviser.
In 2008 he switched to Business Development for the next decade. Firstly with a large corporate growing the funds management offering then in 2015 working with a startup investment firm sourcing funds into a completely new investment offering.
More recently Aaron worked as a Financial Planner with clients throughout New Zealand utilising the latest technologies to drive better outcomes for clients.
For fun he enjoys the outdoors with family and friends and working in his small vineyard.
Academy Training Coordinator
Andrea has over 10 years’ experience in the insurance industry having joined the Lifetime Team in 2009 as Receptionist/Admin Support on a part time basis. With the knowledge she has gained over the years she recently moved into the full time role of Regional Admin Manager - Southern, looking after the admin support team within the Southern region. Outside of work Andrea enjoys playing netball, running, gardening, spending family time with her two daughters who are very active on the sports front along with quality time with friends.
Originally from the UK, Lucy has been in New Zealand for little over a year, having arrived from life in Canada. Lucy has varying accounting experience, ranging from working for Big 4 companies at home in the UK to small town tourism operations in the Canadian Rockies. In her spare time Lucy enjoys travel, food and coffee. Eating, with a coffee, whilst travelling is her ultimate pastime.
I started my career in Engineering in England in the 1980’s, then decided to travel to NZ for my OE where I found my passion was with investing and helping people understand finances rather than Engineering. After joining the Financial Services Industry, it became obvious to me that the NZ market required people to change their way of doing business, a journey of observation that led to the current delivery of advice with Lifetime Group. People want Advice for Life, they don’t need to have people deliver them products. I am proud to say I am leading our team of Advisers at Lifetime along the new regulatory path and know that all of our clients will receive top quality advice from our team that reflects their own personal financial journey. When not at work I enjoy some quiet time to gather my thoughts, changing from my work suit to my work boots to spend time in the garden.
I joined Lifetime in February 2018 as an Adviser Support. previously I worked in the banking industry since 2001 in Christchurch; as Mobile Mortgage Manager Support and in Customer Service. Coming from a banking background, it is a great challenge to be learning about insurances, which is completely new. I love the variety in my job at Lifetime, and the people I work with are great and always lots of laughs. I currently support multiple advisers so I am very busy multi tasking. I have been an avid rugby league supporter from my teenage years, with my husband playing league for many years and then going onto coaching in his later years. My weekends are spent catching up with friends for a quiet drink and lots of walking with our dog. I am a "West Coaster" from my hometown Hokitika. I have a 22 year old son who keeps me on my toes.
I started my working career in the UK in retail banking. Before making the move to New Zealand I spent the intervening years working in a wide variety of industries and roles. Eventually I came full circle and came back to the finance sector here at Lifetime. Away from work, I enjoy the privilege of living in such a stunning country and make the most of what is on our doorstep here in Canterbury. I am passionate about customer service. Having worked in both service and non-service industries, I have learnt that one of the most important thing you can give your clients is great service. As an Adviser Support at Lifetime this means not only giving great service to our Advisers, allowing them to support our clients, but being pro-active in any communication directly with those clients. I always try to think about my own expectations as a client and use those as my benchmarks for providing service, and my expectations are pretty high on both counts. I also believe that we should use experts to guide us towards achieving our goals be it financial or otherwise. Having a plan when it comes to money, gives you choices going forward, and one day when you near retirement and see it all fall into place, you will be glad you did.
Michael started his career in 1999, which gives him over 20 years’ experience within the IT Sector, he is a family orientated and task driven individual who is always up for a new challenge. Born and raised in Sunny South Africa, Michael now brings his strong work ethic and can-do attitude to our lifetime team in Christchurch, New Zealand.
I'm adviser support for the Lifetime team in Christchurch. I have been employed with the team since 2012, starting as a casual staff member for a year before moving into the permanent role I am currently still doing. I strive to do the best I can to ensure our clients are cared for in a timely manner; with the most efficient service possible. I live locally in the Somerfield area with my husband, 2 sons and daughter. In our down time, we love to get outdoors for some serious adventures.
I was born in Invercargill and moved to Canterbury as a child. I have a passion for travel having spent 2 years living in England and traveling the world. I enjoy baking, hiking and the outdoors. In my spare time you can find me running my own business as a Massage Therapist. With 10 years experience in administration in multiple industries, I joined Lifetime in 2015 initially as an adviser support/receptionist. I am passionate about making sure everything runs smoothly for the clients behind the scenes. I have a real passion for helping people and enjoy seeing a good outcome for clients through claims and queries.
I'm one of the Lifetime Receptionists. I love to keep the office running smoothly and am the go to person for many of the behind the scene necessities. You could call me Camp Mother!! After working for Lifetime since 2008, I can honestly say my first passion is you, our client. I love to make you feel welcome and valued and you can always rely on me to greet you with a smile, and offer you an awesome cup of coffee (or drink of your choice).
New Zealand Diploma in Business (Accounting Strand - Level 5)
I am part of the Finance team in Christchurch. I started at Lifetime as an Adviser Support and have worked with several advisers in my time here. Over the past two years I have been studying towards my NZ Level 5 Diploma in Business Accounting, and graduated in March 2020. I am passionate about doing what makes me happy in life, and even more passionate about animal welfare. I adopted my dog Meeka; from the SPCA around 6 years ago - she is the best. I hope to be able to adopt more animals in the near future, but I currently foster for an animal shelter for cats. I also enjoy DIY and spend a lot of my spare time doing up mine and my partner's first home.
Argent Adviser & Director
Allan kicked off his career in the financial services industry in the 1980’s and is a CLU, an AFP, an AFA and holds the NZ Diploma in Life Insurance. Whist being an active member of the Lifetime Group Board, his passion remains working with clients. Meeting their individual needs, seeing their life goals being fulfilled and ensuring this happens in a hassle free, professional manner is what makes him passionate about his work.
Allan was also one of the founding members of ALF (the Argent Lifetime Foundation) and has been an active participant in the foundation’s cornerstone event – the ALF Golf Charity day – for over 10 years.
To add to his focus of giving back, Allan is the current Chairman of Certus Trust; an organisation which since its inception has granted in excess of $186,000 to assist New Zealanders to better improve their quality of life.
Allan is married with three children and enjoys spending time with the family travelling together.
I have been with Lifetime for just over 4 years. I work alongside a great team of people in the finance department. I have seen many changes during my time at Lifetime, which keeps my job interesting and there are certainly never any dull moments! I pretty much spend my time outside of work running around after my busy children, but when I do get time to myself I enjoy going for walks and catching up with friends. Also a bit of retail therapy keeps my happy!
Customer Care Assistant
I have extensive experience in customer service and I enjoy speaking to customers on a daily basis and getting to know people. When not at work I am a Mum to two daughters, a cat and a rabbit. I enjoy the outdoors, baking and spending time with friends. I am passionate about ensuring every customer is interaction is dealt with a positive attitude and a smile. I like everybody to feel important and nothing is too much to ask. I enjoy learning new skills and making every day enjoyable.
Receptionist / Adviser Support
First and foremost, I am a receptionist. I am one of the first people you meet when you walk into Lifetime. In between times I like to assist our advisers in any way they need. I love meeting and greeting you when you arrive. I want you to feel completely comfortable from the moment you walk in the door until the moment you leave.
BA - Media & Communications/English. Dip Contemporary Photography
I came to Lifetime with over 10 years of customer service experience, mainly in the hospitality industry. I was excited to start a new role where I could utilise everything I had learned. I started in the Customer Care Team and soon moved on to an Adviser Support Role. I also help Kat when I can with marketing, which I love doing. I had never envisioned myself working in the financial industry, and to my surprise I really enjoy it. There's never a day I don't want to come into work.
When I'm not at work I love to play netball and basketball. I'm also kept very busy by my two boys Cohen and Tanner.
I am passionate about having a strong work ethic. I enjoy keeping busy and always need something to do. I also believe you should love the work you do and I strive to offer great service to the clients.
Born and raised in Christchurch Jordana has over three years’ experience in the Insurance Industry. Jordana joined the Lifetime Team in August 2016 as an Adviser Support where she looks after two advisers and works across both Risk and Investment, she is also involved with our Operations and Support team to help with system inquires and improvements. Away from work Jordana enjoys playing netball and spending quality time with her family and friends.
Go to school, get a job, work hard, retire at 65 and enjoy your golden years. That’s how it is supposed to go right? Well not necessarily according to a new and exciting global trend.