Carmen brings to the comprehensive Lifetime table, over eight years’ experience in the insurance/financial world. Starting out in the industry with Southern Cross Medical Care Society & more recently as the Lifetime Health Insurance adviser for Southland & Otago.
It's amazing what can be achieved when we sit down and talk.
At Lifetime Invercargill 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 over 10 years. As proud Southerners, we're passionate about helping our local community put the best insurance and financial plans in place. If you want to know more about how we can help you, give us a call and we'll put the kettle on.
Born and raised in Southland, Nathaniel has passion and pride in his ever changing province. Practical and down to earth are qualities Nathaniel's clients appreciate about him, along with his professional approach to ensuring everyone, from professionals to families, have financial peace of mind should unforeseen circumstances arise.
I've worked in the banking and insurance industry for more than 35 years; with the last 28 helping my clients to ensure that what's important to them, their families and their businesses is protected. It's rewarding to see how personalized planning of life, health and disability insurance benefits can make a huge difference when claim time comes around. I find it exciting how strategic planning around life insurance can play a key, cost-effective role in the successful and fair transfer of inter-generational assets, particularly in the farming sector.
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 given problem. I am passionate about using my skills and experience to cater to the needs of my clients and to help them reach their life goals.
I am a proud down to earth Southlander, who loves the lifestyle and the people. I enjoy the great outdoors and traveling. I enjoy getting around the region meeting all walks of life. I went to Otago University to study accounting and ended up in the financial advisory trade. Being an Authorised Financial Adviser, I get great satisfaction in working alongside clients to develop a personalised road map for their financial independence and security - at each of their life stages.
Kaeley has been with Camelot since 2009 and enjoys working in the financial services industry. She helps to look after Invercargill’s advisers and their clients.
PgDip Business Enterprise
I like being the helper both in life and at work. I really enjoy the “cha-ching” sound of getting the job done! I believe every accomplishment starts with the decision to try. Joining Lifetime is mine what about you?