Wellington

About Us

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.

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;

  • Investments
  • 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!

Contact Details

Wellington

Get In Touch
Phone:
04 473 7818
Physical Address:

164 The Terrace, Wellington, 6011

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Postal Address:

PO Box 104, Wellington, 6140

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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...

For the past ten years I have worked with Mike O'Donnell of Central Brokers Insurance Limited, specialising in the group market for the financial services industry. We merged with Lifetime Group Limit...

I love my job. Working with people to help them make smart decisions with their money is very rewarding. I look to help with financial planning as well as investment advice so that clients can achieve...

I help people to protect what is important to them, whether it is family, or business, from the potential financial losses associated with sickness, disability, or dying. With over 25 years of experie...

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...

I am a Financial Adviser having worked in the financial services industry since 1989. I strive to add value to all my client relationships by taking the time to really understand what is most importan...

People are my passion and client satisfaction is my aim! I want to help younger people to not make the same mistakes I did! I want to help others make good decisions which will benefit them in the fut...

I believe it’s very important to have a plan for your future wealth and things you want to achieve or do. It gives us purpose and something to aim for. However, nothing is guaranteed in life and I’m p...

Raised in Wellington I come from a small family (just me and my old man), I am so very blessed to have a large group of amazing friends that more than make up for it! You'll find me in a kitchen cooki...

Our Team

Sharika Sharan


Group and Employee Benefits Support


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.

Cha Poulopoulos


Adviser Support


I am an enthusiastic and hard-working person who is dedicated in creating a pleasant and efficient working relationship with my Lifetime colleagues and our 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.

Amy Hardie


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!

Toni Dodds


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 to 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 knowledge and have the 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.

Christine King


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, 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.

Suz Green


Paraplanner/Adviser Support


Good day, my name is Suz and I am originally from Darwin born and raised in Northern Territory Australia where its constantly hot if not hotter than the safari desert.
I have been in the customers service industry for over ten years and have spent most of my time in hospitality from silver service to managing restaurants throughout New Zealand and Australia. Foremost I love helping people and it gives me great pleasure when a client or customer has their expectations exceeded. I believe that going above and beyond is essential with helping people meet their goals and objectives in life.

Frances Cummings


Adviser Support


I have been with Lifetime through its numerous guises since the beginning and feel the most experienced (age wise) in the Wellington branch office. I help look after Joe Byrne and Michael Heriot and their clients.