I'm a Scottish-born Kiwi, having lived in Tauranga for most of my life. I've worked in the finance and banking industry, having held several management roles during this time with a major bank. I have...
Please note, the Lifetime team are now back to regular working hours in the office. If you'd like to visit a Lifetime office you are most welcome anytime. You can read more on our COVID response here.
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 rel...
Cathy is currently on sabbatical until 31 March 2023. Please contact Dave Donnelly for any enquiries. Commencing my career in senior management accountancy roles, I quickly found that my real passion ...
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.
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 your adviser support and administrative go to person for all things investment. I'm the person who keeps things running smoothly in the background and makes sure everything; right down to the tiniest little details, are how you want them to be. If this can be done with a bit of humour, so much the better!
Mortgage Hub Manager
My role is to make sure things run like clockwork in our mortgage business. Having been with the company for nearly 10 years I have a vast knowledge of how the company runs overall. The majority of my day is spent dealing with the various banks, and helping the team get their clients mortgage approvals in place efficiently. I bring years of experience in administration and operation management, eight of which were within the real estate industry.
I am currently part of the Home Loans team in Tauranga. I enjoy helping our Mortgage Advisers help our clients with their financing and keep things ticking along in the background. I'm passionate about the company I work for, the people I work with and the clients we help. Away from work I like being with my friends and family, playing a bit of sport and baking (and then eating it).