The Lifetime Timaru team is a proud bunch of local South Cantabrians. With experienced Advisers that cover all aspects of your financial planning from home loans to life insurance, we are your one-stop-shop for your lending and insurance needs. Our key services include;
The Timaru Lifetime office is centrally located with a prime spot on Canon St (just above Ballantynes), why don't you pop in for a chat.
Financial Adviser
QPIB Fellow, IBANZ, National Certificate in Financial Services Level 5
Mark commenced employment with Commercial Union in 1987 specialising in Fire & General Insurance and later joined his father's business branching into Risk insurance such as Life, Income and Health cover.
I have been involved within the Financial Services Industry since 1978. Leaving school, I commenced employment with the ANZ Bank before embarking on a successful mortgage and insurance advisory career in 1997. Being an adviser opened up so many more opportunities to find the right solution to fit a particular situation. After 40 years I still get that buzz of helping people achieve those short, medium and long term goals. There is nothing better than helping young people achieve their dream of home ownership.
Financial Adviser
AFA, CFPCM, Diploma in Business Studies & Personal Financial Planning from Massey University
I have been helping people plan for their financial futures since 1992. In the early days I worked along side my father who already had over 20 years experience in this industry. You learn a lot over that time. Probably the best lesson I can pass on is if you want to be a successful investor never have to many eggs in one basket- spread them around and diversify. Sure a few people have done very well not following this rule but to me, proper asset allocation is vital to increasing your chances of achieving long term goals and reducing risk.
I am a financial adviser who finds it very rewarding working with people to enable them to have money to give them choices and help relieve some of the challenges faced should an unexpected event arise. I find it very rewarding to work with clients to tailor make a plan for their particular situation and then review and and adjust as their circumstances change, over time.
Having over 10 years’ experience in the financial planning industry I have seen first hand the difference that financial stability and success has on people’s happiness and their ability to lead the lives they wish to. While my moto for every client is Save, Invest and Protect I also understand that no single approach is the right one for every single client.
