I am a Financial Adviser with a wealth of international experience having worked in a variety of countries. I am passionate about helping people achieve their dreams and guiding them through life’s journey. I love helping create a degree of certainty in an uncertain environment. I really enjoy hearing what peoples “Bucket List” is and try and put a plan in place to help them achieve this.
About Us
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
Contact us on 0800 656 466 or clientcare@lifetime.co.nz or alternatively send us an online enquiry below.Our Team
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.
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.