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.
It's amazing what can be achieved when we sit down and talk.
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
- 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.
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.
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.
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.
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'.
I am your friendly adviser support who looks after our awesome advisers and takes care of the administration tasks for our clients. I love helping people from all walks of life. It's an amazing feeling when you make someone's day without expecting anything in return. It was instilled in me to always be kind, treat everyone how you want to be treated and always give everything you've got when doing a job. My biggest passions are my family, especially my son who taught me how to be the person I am today. Helping people and making a difference to someone's life. Reading good books, health and fitness and watching rugby league. I love photography, gardening baking and going to the movies.
I am a part-time Adviser Support here at Lifetime Tauranga. I provide administrative support to the Risk Advisers and assist with general office administration. I enjoy working with a team of people who are like-minded, focused and enthusiastic about meeting targets and getting things done efficiently.
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.