Tauranga

It's amazing what can be achieved when we sit down and talk. 

About Us

With central offices in Tauranga, we have a large professional team of financial advisers to assist you with all your financial requirements.   Our services include;

  • First home and new home lending
  • Commercial lending
  • Investments
  • Life and health insurance
  • Trauma cover
  • Income protection
  • Retirement planning

We are passionate about helping our local community to put the best insurance and financial plans in place.  If you want to know more about how we can help you, give us a call or pop in.

Contact Details

Cameron Rd

Get In Touch
Phone:
07 578 5975
Physical Address:

247 Cameron Rd, Tauranga

Get Directions

Postal Address:

PO Box 13078, Tauranga Central, Tauranga , 3141

Get Directions

Elizabeth St

Get In Touch
Phone:
07 578 5975
Physical Address:

75 Elizabeth Street, Tauranga

Get Directions

Postal Address:

PO Box 15-062, , , 3144

Get Directions

Get In Touch

Contact us on 0800 656 466 or enquiries@lifetime.co.nz or alternatively send us an online enquiry below.

What can our local advisers assist you with today?

Loans
Insurance
Investments
Planning

Karen Raggett


Mortgage Adviser

Karen has been in the finance industry for 20 years in various roles and worked for three main trading banks. I bring a wide range of knowledge on home & business lending. From purchasing an owner occupied property or investment property, to buying a commercial property, helping your children into their first home or simply wanting to making sure you are getting the deal you deserve from your existing Bank.

  • Office: Cameron Rd, Tauranga

Cathy Kerr


Financial Adviser

CA, AFA

Cathy is an AFA and joined Prime Planning as a Client Adviser in 2009 which merged into Camelot in July 2009, then Lifetime in 2018. About a quarter of her time is currently involved in overseeing the accounting roles in Camelot. She also is able to use these skills in her dealings with clients.

  • Office: Elizabeth St, Tauranga

Lauren Te Pairi


Commercial Financial Adviser

Lauren Te Pairi has over 7 years’ experience in Commercial Banking and 14 years within the financial services sector. Her clients say she is quick to articulate the benefits of transaction, enthusiastic and is very well connected within the business community.

  • Office: Cameron Rd, Tauranga

Janet Holmes


Financial Adviser

AFA

Janet has been in the insurance industry for over 10 years now and comes from a previous career in the health. She loves meeting people from all walks of life but most of all she enjoys being able to provide some financial support to clients during some of the worst times of their lives.

  • Office: Cameron Rd, Tauranga

Clive Martin


Mortgage Adviser

Clive specialises in securing finance to assist with property purchases, and is committed to a high level of service in ensuring that any lending solution is tailored to meet your financial needs and goals. Clive is in the business of providing a positive experience, and finding the best possible solution. This process often starts with the simple question, “how much can I borrow?”.

  • Office: Cameron Rd, Tauranga

Basie Smit


Financial Adviser

AFA

Basie Smit has a long history of assistings families with their personal insurance and investment needs, having joined the industry in 2002. His 28-year background in retail, design and manufacturing as well as marketing management was great training ground in ascertaining people’s needs. Basie is a member of the Chamber of Commerce in Tauranga and very community focused.

  • Office: Elizabeth St, Tauranga

Richard Craven


Commercial Financial Adviser

With 33 years in the Banking industry, 25 of which have been in the Business, Commercial, Property Development and Regional leadership roles, Richard has a wealth of knowledge he shares with his clients.

  • Office: Cameron Rd, Tauranga

Greg Kerr


Mortgage Adviser

CA

Greg is a Chartered Accountant. He worked for AMP in their Accounting Division where he managed the taxation affairs for the AMP Group for nearly 10 years. A 4-year stint for a boutique share broking firm gave Greg a well-rounded initiation into running the back office, also as well as being responsible for accounting and compliance functions.

  • Office: Cameron Rd, Tauranga

Janice Allan


Client Services Adviser

Originally coming from Scotland Janice travelled far and wide on her extended OE (10 years of living and experiencing amazing places around the world). Eventually she fell for her future Kiwi husband while over here working on a farm. After a traditional Scottish wedding in Glasgow she settled in this beautiful country.

  • Office: Cameron Rd, Tauranga

Gary Radka


Financial Adviser

Gary is an experienced financial adviser and has been in the insurance business for 25yrs servicing clients in Central Otago and Southland for all their insurance needs. Married to Vicki, they have five children and one grandchild and most weekends Gary can be found on a golf course having represented Southland for over 35yrs at all levels.

  • Office: Cameron Rd, Tauranga

Bruce Cameron


Financial Adviser

BBS, GRAD. DIP BS, AFA

Bruce is an experienced adviser who has 20 years’ experience in the New Zealand financial services industry, this strong background enables him to assist clients with their current and future investment planning. Bruce has a passion for working with clients to ensure they get practical financial and investment advice that is relevant to their goals.

  • Office: Elizabeth St, Tauranga

Neville Whitworth


Commercial Financial Adviser

I am a Financial Adviser contracted to Lifetime. My specialist areas are Business, Property Finance, Rural and Residential lending plus Business Reviews. My approach sees me working independently with all the Banks, to provide customers with the most competitive finance package in the market to suits their needs.

  • Office: Cameron Rd, Tauranga

Josh Martin


Mortgage Adviser

Bcom (Mktg)

Coming from a Career in Real Estate, Josh has a real passion for property. A Tauranga local that has spent his time growing up in the Bay, Josh comes with a wealth of knowledge to help you with your next step, whatever that may be.

  • Office: Cameron Rd, Tauranga

Jon O'Connor



BBS, Dip. BS, AFA

Jon is the CEO of Lifetime having joined the business at the start of 2017 in the capacity of National Lending and Northern Region Sales Manager.

Jon has been involved in the financial services industry for over 20 years both here and overseas. After studying Business at university, he ventured into banking and then insurance before traveling to London where he lived for a number of years. In 2003 Jon and his wife Anita returned to New Zealand and decided to make Tauranga their home. Here, Jon took a role as a Mortgage Adviser working alongside a leading real estate firm where he helped grow the operation. In 2007 Jon moved to become a Risk Adviser and at the same time his business entered into a joint venture with a large general insurance brokerage to provide a full offering to the market. Jon was the General Manager for this business as it expanded around the country before it was merged with Lifetime.

Jon is an Authorised Financial Adviser, and as a member of Financial Advice New Zealand (FANZ) is well placed given his experience to understand the importance of the Client and Adviser relationship.

Jon and Anita have two boys, Dan and Matt. Jon is keen on all sports, having played rugby and cricket, although is more of a 'spectator' these days, but is still involved through the coaching of his son’s teams when needed. He also enjoys fishing and golf, and camping with the family in the summer months.

Helen King


Client Services

Helen joined Camelot in September 2013 and brings with her many years of industry experience. She helps to look after the Bay of Plenty advisers and their clients, with emphasis on investments. Helen holds a Diploma of Business.

Aurea Cambie


Client Services

Having recently relocated to Tauranga, Aurea joined the Camelot Group in December 2016. Aurea has 15 years of experience within the insurance industry with her background being in Finance. She loves client interaction and is passionate in helping people. Away from work, Aurea loves spending time with her family, pottering in the garden, baking and is a keen photographer.

Regional News

31st Aug by Lifetime

Rothbury Life are excited to announce our new name - Lifetime. After a merger with Lifetime in 2016, and since with Camelot in 2018, we are all unifying under the name ‘Lifetime’ and our ethos of ‘Advice For Life’.

30th Jul by Clive Martin

OPINION: Whether it’s a bach at the beach, house in the suburbs or small apartment in the city, the prospect of owning an investment property has long been part of the Kiwi dream.

According to Statistics New Zealand, residential property now accounts for 32 per cent of all Kiwis’ investments (as at March 2017) – making it the highest share of investment New Zealand has seen in 45 years. This comes despite concerns about primary residential home ownership levels.