Proudly born and raised in Taranaki, I have worked in the financial services industry for almost 30 years, and have enjoyed every minute of it. It is incredibly rewarding to help clients achieve thei...
It's amazing what can be achieved when we sit down and talk.
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.
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.
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.