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, Tauranga

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Phone:
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

I am a specialist mortgage adviser, with 32 years experience in banking. My experience is paramount in assisting clients secure finance to secure their dream of property ownership, whether that is an owner occupied home, an investment home or commercial property. My objectives are based on ensuring that clients get good advice about their lending, that they get a good deal, and that they enjoy the benefits of a loan structure that best suits their goals and objectives.

  • Office: Cameron Rd, Tauranga

Janet Holmes


Financial Adviser

AFA

I live in the Bay of Plenty which is truly beautiful and I get to play some sport, socialise and spend time with my nearest and dearest. I come from a health background and have been doing this role for almost 15 years and I love what I do. I love meeting people from all over and different stages of their l

  • Office: Cameron Rd, Tauranga

Cathy Kerr


Financial Adviser / Regional Team Leader

CA, AFA

Commencing my career in senior management accountancy roles, I quickly found that my real passion was a love of working with people. I have been a Financial Adviser since 2009, having previously worked with three major New Zealand corporates. I enjoy sitting with my clients and uncovering what is important in their life both now and into the future, working with them to develop a plan to achieve their financial and lifestyle goals. I endeavour to build lifelong relationships with my clients, continuing to work with them to ensure they stay on track as their circumstances change over time.

  • Office: Cameron Rd, Tauranga

Bruce Cameron


Financial Adviser

B.Soc.Sci. (Hons) G.Dip,Bus.Stud (PFP), AFA

Hello, my name is Bruce, and I like helping people make good decisions about life, I enjoy helping people make sensible decisions about money management and wealth creation. I specialise in people relationships in helping clients clarify their thinking and planning with respect to life, relationships, money, and wealth creation, through research and proven life principles.

  • Office: Cameron Rd, Tauranga

Basie Smit


Financial Adviser

AFA

As a Financial Adviser, I can live out my passion to help you with your financial life-plan. This will get you to the financial future you dream about. People usually don’t know what they don’t know. I get excited to partner with someone to get from point A to point B with their expectations. It’s a journey, and I love to be part of that. Sometimes the journey might take us on a tangent, and that is fine, as long as we get there in the end. My experience in this industry since 2002 will stand us in good stead.

  • Office: Cameron Rd, Tauranga

Greg Kerr


Mortgage Adviser

CA

I love property and this is my dream role, getting the finance approved for clients to buy their first home or investment property. I love working with numbers (a chartered accountant) and am very knowledgeable on property matters (studied law/experienced property investor). It is important to take the time to understand why people want to buy a property, and to create a strategy around their 'why'. Buying a home can be a stressful and time consuming process. By working with me to organise your finance, frees up your time to find that house you want to own.

  • 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!