I am a Financial Adviser (please do not let that put you off). My passion is helping people make really good financial decisions based around who you are, what your values are and what your goals and ...
About Us
We look forward to showing you our new space when we next meet to check-in on your financial journey.
At Lifetime Manawatu 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 Victoria Ave.
Contact Details
Manawatu
Get In Touch- Phone:
- 06 355 2508
- Physical Address:
-
49 Victoria Avenue, Palmerston North, 4414
- Postal Address:
-
Lifetime Christchurch, PO Box 25130, Christchurch, 8140
Our Team
Tracy Burton
Adviser Support
I am excited to have joined the Lifetime team as an Adviser Support in the Manawatu. With 21 years of experience in customer-focused roles, I've developed a wide range of skills in customer service. I am deeply passionate about customer service and communication. My previous career in professional development has given me valuable insights into what exceptional service and effective communication entail, and I strive to incorporate these principles into my daily interactions. Originally from Christchurch, I moved to Palmerston North with my husband in 2012. Outside of work, I’m kept busy by my two energetic young children. In my free time, I love spending time with family and friends, walking along the Manawatu River walkway, or enjoying a good book.
Kyla Wallace
Adviser Support
I am an adviser support for the advisers in Manawatu. I am there to help keep the office running with all the paperwork that is required and to ensure our clients understand how we can help them. I think it is important to take time out for ourselves outside of the office, so I enjoy the time I spend with my husband and teenage daughters. I pride myself on ensuring our clients receive the service they deserve. I think it's important to have clear communication with both advisers and clients to ensure the tasks get done in a timely manner. I always like to remember and work on the motto "treat others how I would like to be treated".
Monique Merrilees
Adviser Support
Born and raised in Tauranga I relocated to Feilding in the Manawatu with my husband and 2 little girls in 2020. I am a qualified beauty therapist by trade. From this my passion for working with people bloomed, leading to a job as receptionist with a real estate company. For the past 3 years I have worked alongside some awesome mortgage advisers, assisting clients with their mortgages.
Katrina O'Hara
Adviser Support
Hi, I am Katrina. I joined the Lifetime team as an Adviser Support in Manawatu. I am enjoying working in the financial industry as for the past 30 years I was working the legal industry. I love interacting with clients and happy to help in any way I can.
When I’m not working, I enjoy spending my spare time with my family. During the winter you will find me watching or playing hockey at our local turf, and in the summer you might see me tiki touring around our beautiful country with my husband in our motorhome.
My three golden rules are; Life is for living so enjoy it, cross one bridge at a time, and treat others how you would like to be treated.