Hi I'm Trent, and I am a Financial Adviser, and have been working in insurance since 2008, Prior to this I have worked in the financial services; specialising in banking, finance, and valuation. I hav...
About Us
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.
At Lifetime New Plymouth we're proud of our long-standing history in the Taranaki 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 local businesses who require group saving and risk protection solutions, to individuals and families who wish to protect themselves and their financial futures. If you want to know more about how we can support you, give us a call, or drop in and see us in Molesworth St.
Contact Details
New Plymouth
Get In Touch- Phone:
- 06 769 5090
- Physical Address:
-
50 Molesworth Street, New Plymouth
- Postal Address:
-
PO Box 538, New Plymouth, 4340
Our Team
Anna Williams
Adviser Support
Hi there, I'm Anna and I'm an adviser support for our awesome Lifetime Taranaki team.
I provide insurance and investment administration for both our Taranaki and Hawkes Bay clients. I am especially proud to be working with those who have been with our business since the very beginning.
My aim is to make the Lifetime experience smooth for everyone, especially our clients. I enjoy helping people and making a positive difference in their lives.
Keri Drake
CRM Coordinator / Adviser Support
I have been working with Peter Cave and Lifetime (of various iterations) since 1995. Starting as an office junior, I have progressed through various roles to become a go-to person for many across the organisation. I am now responsible for the management of our administration processes, and ensuring our database is kept maintained and working smoothly. I do all this while also supporting my local adviser team to deliver great advice experiences for our clients. I love helping clients with their enquiries and have extensive industry knowledge with a can-do attitude.