The Lifetime Nelson team is a proud bunch of local Nelsonites. With Advisers that cover all aspects of your financial planning from home loans to life insurance, we are your one-stop-shop for your lending and insurance needs. Our key services include;
The Nelson Lifetime office is centrally located with a prime spot on Hardy St, why don't you pop on down for a chat.
Like many others, there are those I love and things that count, while realising life’s a journey best spent with good people, doing things that matter and having some fun along the way. In my work-life, I have a strong feeling of commitment towards people being the best they can financially. Experience guides me towards a collaborative approach with clients, guiding and encouraging them towards sensible money risk-management.
I specialise in mortgage advice having built up a large client base over the last 25 years with most of my business coming from repeat business or referrals from existing happy clients. Prior to being a mortgage adviser, I built up a depth of lending and banking industry knowledge working for ANZ banking group moving around New Zealand in various roles. I understand the needs for specialised advice to help people make choices within the home mortgage market given the wide range of products on offer and the ever changing bank lending rules and restrictions today.
Hi, I'm James and I'm an Authorised Financial Adviser! Sure there are lots of variables in our busy lives but ultimately there are only a finite number of levers we can pull and buttons we can push to help you reach your financial goals. I like to keep things simple for my clients and free from as much stress as I can. You shouldn't have to worry about the return on your money, but you should be able to enjoy what you can do with your money.
My passion for financial advice sector started when I left school and became a Bank Officer for the National Bank of New Zealand in Timaru. This career path lead me into a number of roles with the Banking Sector before leaving to start a family. In 1992 I again joined the Financial services Industry as an adviser for Tower Health and Life focusing on Medical Insurance advice. As my career developed I became a Life and Investment adviser working in two advisory firms before joining Camelot in 2009 and with the merger of Camelot and Lifetime, this has presented me with an exciting opportunity to extend the range and scope of services for my clients.
Syd has over 29 years in the financial industry, giving advice on personal and business risk insurance. In 2007 he achieved the Millions Club with Fidelity Life, with over a million dollars in (Risk only) in force premium. Syd has previously worked for the BNZ, was an agent for AMP for 10 years achieving membership in AMP's "Half Million Dollar Club".
Fiona joined Camelot in 2009 having previously worked for Momentum Wealthcare Ltd. She has been in the financial industry for over 20 years having started in the UK with a local building society. Fiona provides support to Camelot’s Nelson advisers and their customers.
Sally has worked in the Financial Services Industry for the past 10 years. She joined the Momentum Wealthcare Team in 2008. Sally provides support to Camelot’s Nelson advisers and their customers.
