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 passionate to help people make sure there is a back up plan when things go wrong. I like to take the worry away for my clients and become that trusted person that has their back.
It's amazing what can be achieved when we sit down and talk.
The Wellington Lifetime office is centrally located with a prime spot on The Terrace and are proud of our long-standing history in the Capital. Our professional and experienced 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
We are as dedicated as you are to achieve your goals.
For the past 10 years I have worked with Mike O'Donnell of Central Brokers Insurance Limited specialising in the group market of the Financial Services industry. We merged with Lifetime Group Limited in 2018. I am now the Employee Benefit Adviser for the Wellington region, working in the team of the group insurance market of Lifetime helping our clients get the best benefits for their employees and set up employee benefit programmes.
I emigrated to New Zealand when I was only 14 years old with my parents. My father was an officer in the Royal Air Force, so with that said, I also have a passion for military history. I have been in the Financial industry since 2002. I have worked for two of New Zealand's major banks in the lending space which is one of my other passions - lending. I love helping Kiwi's get into their first home, building their dream home or entering the investment rental market.
I have been in the insurance and superannuation industry since 1970.I am a qualified Associate member of the Australian and New Zealand Institute of Insurance and Finance, as well as an Authorised Financial Adviser (AFA). The area that I specialise in is employee benefits, where I assist corporate clients with their insurance and superannuation requirements.
I am an Authorised 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 important to them. Since joining Lifetime in April 2016 I have enjoyed meeting and helping many clients and their families protect the things in their lives that are most important to them.
Early in my career I discovered I loved investments. I spent the next 30+ years working my way across the global financial markets first in the US, then the UK and now in NZ. During my career I gained valuable experience as a security analyst, risk manager, fixed income trader, fund manager and for the last 15 years, providing financial advice in New Zealand. I specialise in helping my clients prepare for retirement whether that be building a custom plan from scratch or just fine-tuning an existing plan.
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 the goals that are important to them. A particular focus for me is socially responsible investing – investing in ethical and sustainable ways. Not only does this help clients feel good about they way they invest, it tends to line up with their values.
I am a Registered Financial Adviser. As such, I help people to protect what is important to them, whether it's family, or business, from the potential financial losses associated with sickness, disability or dying. With over 25 years of experience as an adviser you can rely on my knowledge and life experience to ensure that we provide the best solutions to risk management.
I am an enthusiastic and hard-working person who is dedicated to 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.
Group and Employee Benefits Support
After growing up in Fiji, I moved to New Zealand in 2007 and have worked within the financial services industry ever since. My husband and I enjoy Wellington for all it has to offer and when I'm not at work, I'm baking my infamous carrot cake. I welcome a challenge and enjoy helping clients navigate through what we do here at Lifetime. That often involves, advocating on their behalf during difficult circumstances and managing their relationship with our advisers. The most rewarding part for me is pushing for great outcomes and being able to share that good news.
Quality & Assurance Co-ordinator
I've been working in financial services for the last 15 years, with 12 of those specialising in insurance. Over the years my skill set has grown to the point that I'm happy taking on anything that's thrown at me, and can't resist a new challenge.
I like to make sure that the right money ends up in the right hands, at the right time. I work closely with my clients to navigate through the claim process, liaising with providers and clients to negotiate a quick and (hopefully) positive outcome for everyone "when things go wrong". That leaves you to focus on the important things like rest, recovery and readjusting.
I'm also 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.
Client Care Assistant
BCA In Marketing & International Business
I'm the voice of Lifetime. I'm the person you hear when you call through. I work for what I call the Lighthouse of Lifetime which is the Client Care Center. We help clients take the first step towards the right direction. I have completed my study in Marketing and International business at Victoria University in Wellington and have over 10 years experience working in Client Services, Marketing and Sales. My main passion is to connect the right clients with the right advisors at Lifetime. I love assisting clients over the phone and email. Apart from work I love lifting weights, running and watching Movies.
Quality Assurance Manager
I'm Toni, Quality & Assurance Manager for Lifetime. I am passionate about professionalism in all aspects and a George Eliot quote is a good touchstone “There is a great deal of unmapped country within us.”
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 advisers grow in this ever changing industry; so they can be the best possible version of themselves and are armed with all the tools they need in order to take care of our clients and work in a well-oiled team.
Of course, as you may expect with someone in my role, I like to be highly organized and have our internal processes super clear, to ensure we as a business operate in the most professional way possible. As such, I try and 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). I am also an Industry Representative on the Advisory Council for Financial Disputes Resolution Service. From an education perspective I have been active in assisting SKILLS organisation and NZQA with the development of the New Zealand Certificate in Financial Services (level 5), which is our Industry qualification. I also co-facilitate some industry training opportunities when required.
You probably expect me to say that in my down time I’m an avid reader – which is true to a point, but I much prefer 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.
My name is Suz and I'm 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 there expectations exceeded. I believe that going above and beyond is essential with helping people meet their goals and objectives in life. I'm passionate about investment planning. Supporting advisers with strategic plans for helping you reach your desired goals and objectives in life whatever that may be. Helping people like yourself understand who Lifetime is and getting you to the right person whether thats goals towards your retirement planning, being prepared for the unexpected, or even your first home. Outside of work, fitness is a huge component. I'm an avid pool and tennis player competing around New Zealand.
Simply the 'best' I can be at all I attempt to do. I'm no spring chicken but I believe I have learned from each & every experience I have had. I relate well to others. Can I help you? I'll give it my best shot. I love what I do, especially helping our clients through the forest of trees now in our investment world.
Elle is our new team member at Camelot and is part of our friendly Client Care Centre. Eager to put her outstanding people skills to task, Elle previously worked in the world of retail where she has 4 years experience dealing with customers. Outside of work, Elle enjoys exploring her city and spending time with family and friends.
My name is Keanan Beyers and I am a Trainee Adviser People are my passion and client satisfaction is my aim! When you contact Lifetime, I am one of the 5 friendly voices you will encounter. I currently head up the Contact Centre and it is something that I am truly excited about. I have over 20 years customer service and sales experience, in 3 different countries (with that being said, I have been in some hairy situations, feel free to email me and I will tell you all about it). This has contributed to me being a well-rounded individual when it comes to superior service to clients of all walks of life.
Why would I want to become an Authorized Financial Adviser!?! It’s simple:
• I would like to help younger people make smarter financial decisions.
• To help people my age and older, to make the correct ones.
• To help people retiring to make the best final decisions.
So, in a nutshell, I want to help younger people to not make the same mistakes I did, to help others make good ones which will benefit them in the future and attain financial freedom, and Lastly, to help people retire with peace of mind that all their hard work has not been in vain, and assure them the opportunity to live out their lives they way they want to. I’m a simple man with simple life goals. Being there for others and listening is a gift, which I intend to use to the best of my ability. “You can have everything in life you want, if you will just help other people get what they want.”
National Manager - Group and Employee Benefits
CLU, Grad Dip in Business Studies
Melody leads and manages the area of employee benefits – helping business and corporate clients to set up their employee benefits programme. A programne that is valued by employers and employees, through group risk, group health, group superannuation and financial education programmes. She believes that everyone benefits from having a trusted person to help them on their financial journey.