I have been involved within the Financial Services Industry since 1978. 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.
It's amazing what can be achieved when we sit down and talk.
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;
- First home and new home lending
- Investment property lending
- Life and health insurance
- Income protection
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.
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.
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.
I am part of the team in the Timaru Office. I work with Robbie and Emily to create personal plans for Lifetime clients. I am passionate about education, helping people to know more about different types of insurance. Reliability and making sure that when you need us; we are here for you. I specialize in keeping our data as up to date as possible, so that we can reach you when we need to. I also maintain our beautiful coffee machine so that I can make you the best cup possible.
I'm the Personal Assistant to great Advisers and your friendly alternative contact. I help with everything administration, and I aim to make sure you really understand the advice and process that our team provides to you. I'm guilty of inventing some words that ultimately make sense in the end! I like to look on the bright side of life, so you'll often be greeted with a smile and given half a chance. I'll try to get you smiling too. I'm passionate about making sure you have a pleasant and fulfilling experience when you work with us. I like to keep things efficient and as easy as possible for our advisers and you too. I really believe in what we do here (I'm a client too), and I often put myself on both sides of the fence to take stock of what's working and what needs tweaking, to make sure that you're going to walk away satisfied. Clear communication is important to me and I've always believed knowledge is power. This industry is always changing, just like life. So as I learn things along the way I like to make sure I pass my learnings on too, so we all share in the "ah ha" moment.