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

About Us

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 moved! We’ve found a great new office space at 99 Victoria St in Hamilton for our growing team. We look forward to showing you our new space when we next meet to check in on your financial journey. There’s plenty of car parking too.

At Lifetime Waikato we're proud of our long-standing history in the region. Our team of Financial Advisers have been ensuring the financial protection and prosperity of our clients for many years. We are passionate about helping our local community to achieve their goals in a simple and straightforward way.  If you want to know more about how we can help you, give us a call or drop in and see us in Ulster St. 

Contact Details


Get In Touch
07 834 6189
Physical Address:

99 Victoria St, Hamilton, 3204

Get Directions

Hello, my name is Carl, and l love a bit-of-a-yarn! I love sharing the how, and why, through conversations with just about anyone. I'm a financial adviser that is passionate about helping you reach yo...

I am a big fan of good old-fashioned 'plan ahead of time' approach - be it work or everyday life! For me it is a real joy to be able to design/deliver a relevant, simple, yet practical solution for a ...

Our Team

Suz Green

Paraplanner/Adviser Support

Good day, my name is Suz and I am originally from Darwin, born and raised in Northern Territory Australia where its constantly hot if not hotter than the safari desert.
I have been in the customers service industry for over ten years and have spent most of my time in hospitality, from silver service to managing restaurants throughout New Zealand and Australia. Foremost I love helping people and it gives me great pleasure when a client or customer has their expectations exceeded. I believe that going above and beyond is essential with helping people meet their goals and objectives in life.

Sue Kelly

Adviser Support

I have worked in the Financial and Insurance Industry for 12 years. I am self motivated, organized, conscientious and efficient with a very dedicated attitude. Outside of work I enjoy spending time with my family.
My weekends are usually spent enjoying walks with my dogs, boating or being my sons biggest (and probably oldest) fan at Drifting events around the country.
I am very passionate about what I do and strive to offer excellent service to our clients. I really enjoy being able to assist the Advisers with their goals and cherish the many friendships made along the way.