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 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.
It's amazing what can be achieved when we sit down and talk.
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 Hardy St, why don't you pop on down for a chat.
Our industry is about helping people and businesses make informed choices. My purpose is to make positive changes and to add value through my client's life stages. This may mean protecting your family and/or business insurance needs or Kiwi Saver/Retirement and Investment goals. I want to offer my clients a personalised service and help them make smart financial choices.
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".
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.
I am the friendly face you will see when you walk into our Nelson office. I keep the wheels of the Nelson office running smoothly and ensure you, our client, experience is nothing but exceptional. I work with your adviser with all the behind the scenes action to help the process run smoothly and am an alternative point of contact. I am passionate about ensuring the insurance application process runs seamlessly for from advisers and clients. Outside of work I am a proud mum of two and enjoy walking in the Nelson hills.