Hi, I'm Melody. I look after our Employee Benefits team – helping business and corporate clients to set up their employee benefits programme. A programme that is valued by employers and employees, thr...
The capital Wellington, a little city with a big heart. We take pride in being Wellingtonian’s and truly believe “You can’t beat Wellington on a good day” Our professional, friendly team have proudly been helping our clients in the Wellington community for many years. Our Financial Advisers are passionate in helping you achieve your financial goals.
Our dedicated team can advise you in all aspects of financial planning including;
- First home and new home lending
- Life and health insurance
- Trauma cover
- Income protection
- Retirement planning
- Group and Employee Benefits
The Wellington Lifetime office is located with a prime spot in the central business district on The Terrace. Come in for a chat!
I have over 25 years of experience as a personal investor in financial markets and can draw on a wealth of personal and family experiences, as well as my six years working in Investment Advice. I know...
Grant is a proud Wellingtonian who offers all his customers a responsive and accessible service where you, the customer, always come first. Having spent his entire working career in the insurance indu...
I have worked in the group market for the financial services industry for over 10 years, joining Lifetime in 2018. I am now the Group and Employee Benefits Specialist for the Wellington region, workin...
Quality Assurance Lead, AML/CFT Officer
Hi! I'm Amy, quality and assurance officer for Lifetime. I have worked in the industry since 2010 and through my experience I have learned that good quality advice, guidance and support is the key to customer satisfaction. I am passionate about providing exceptional service in all aspects of my role. When I am not working you will find me enjoying time out with my partner and kids, hanging out with friends, at the beach with my dog, or being a nerd and gaming for hours!
I am an enthusiastic and hard-working person who is dedicated to creating a pleasant and efficient working relationship with my Lifetime colleagues and clients. I believe in building outstanding client rapport whist maintaining a cheerful, positive attitude.
Outside of work I am a devoted wifey and mama and I love reconnecting with nature while taking my dogs out for a walk.
I am a highly experienced adviser support that has been with Lifetime through its numerous guises since the beginning.
I support multiple advisers in the wellington office with all their behind the scenes administration.
Quality Assurance Administrator
Originally coming from the Fiji Islands in 2007, I have worked within the financial services industry ever since. My combined experience over the years has been in insurance and business administration. I always have a high focus on ensuring our corporate clients have peace of mind knowing their staff are being well looked after. Whether it be adding new members onto benefits, continuing their cover when they leave or assisting them with a claim, I will ensure businesses and staff have the support when they need it most. I know first-hand the benefits of an Employer having in place an Employee Benefits package and how it can significantly help people’s financial wellbeing and health. When I am not in the office or spending time with my family, you’ll find me pottering in the garden or in the kitchen trying to perfect a new cuisine.
Quality Assurance Lead, Privacy Officer
I joined the financial services industry in 2005 and have been specialising in insurance since 2008. I'm passionate about learning and development and am always willing to help our advisers upskill themselves. I enjoy working through their client strategies with them, and making sure that they have the support they need to give our clients a great experience.
Outside of Lifetime I enjoy spending time with my family, trying out new recipes in the kitchen, getting stuck into a good book and travelling. If I'm not at home you can find me down at the Stadium cheering on the Hurricanes, or at one of Wellington's great little cafes or bars catching up with friends.
General Manager – Standards & Quality Assurance
I'm Toni, Quality & Assurance Manager for Lifetime. I am passionate about professionalism in all aspects. It’s important to me to deliver a high-quality experience both our clients and our team members - of course while ensuring we meet ongoing legislative and regulatory obligations. I really enjoy helping our team grow in this ever changing industry so they are armed with the knowledge and tools they need in order to take care of our clients and work in a well-oiled team.
To that end, I involve myself in as many areas of the industry as I can. I am an active member of both the Institute of Directors and also Financial Advice NZ (our industry body), and sit on the Advisory Council for Financial Disputes Resolution Service. I have also been involved in assisting NZQA with the development of the NZ Certificate in Financial Services, which is our Industry qualification and I co-facilitate some industry training opportunities when required. In my down time I love to be outside. I live at the beach, so you will either find me in my garden or in the water enjoying our NZ lifestyle with family and friends.