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, Tauranga

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07 578 5975
Physical Address:

247 Cameron Rd, Tauranga

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Postal Address:

PO Box 13078, Tauranga Central, Tauranga, 3141

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Get In Touch

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

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

Janet Holmes

Financial Adviser


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

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

Cathy Kerr

Financial Adviser/Regional Team Leader


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: Cameron Rd, Tauranga

Bruce Cameron

Financial Adviser


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: Cameron Rd, Tauranga

Basie Smit

Financial Adviser


Basie Smit has a long history of assisting 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 in ascertaining people’s needs. Basie is a member of the Chamber of Commerce in Tauranga and very community focused.

  • Office: Cameron Rd, Tauranga

Greg Kerr

Mortgage Adviser


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

Our Team

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.

Bridget O'Connor

Adviser Support

I provide administrative support to the Risk Advisers and assist with general office administration. I currently work three days of school hours. Most important part of my work day is the coffee!