Hi, I'm James and I'm a 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 re...
It's amazing what can be achieved when we sit down and talk.
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.
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;
- First home and new home lending
- Investment property lending
- Life and health insurance
- Trauma cover
- Income protection
The Nelson Lifetime office is centrally located with a prime spot on Halifax St, why don't you pop on down for a chat.
I am the friendly face you see when you walk into our Nelson office. I keep the wheels of the Nelson office running smoothly and ensure our clients experience is nothing but exceptional. I work with our advisers behind the scenes to help the process run smoothly. I am also an alternative point of contact for our clients. I am passionate about ensuring the insurance application process runs seamlessly for both advisers and clients.
Outside of work I am a proud mum of two and enjoy walking in the Nelson hills.
Originally from the UK, I married a Kiwi and ended up living in this beautiful part of the world. Being the first person to greet you when you visit our Nelson office, I'm all about making it a pleasant experience. I like to make people feel welcome and comfortable. I'll even make you a pretty decent coffee!
I help our advisers in the background with all their administrative jobs so they are able to focus on you.