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I have just over eight years’ experience in the insurance/financial world. Starting out in the industry with Southern Cross Medical Care Society & more recently as the Lifetime health insurance advise...

My job is not to manage your money for you. I'm here to provide you the tools and assurance you need to make informed and independent decisions on your own, with my support along the way. My curiosity...

Our industry is about helping people and businesses make informed choices. My purpose is to make positive changes and to add value through my client's life stages. This may mean protecting your family...

I was born and raised in Sri Lanka. I started my career at 19 as an intern in the banking & finance industry. Fast forward a few years, I moved to New Zealand and specialized in property investment an...

I was born and raised in Zimbabwe and moved to New Zealand 20 years ago.

Not really knowing what I wanted to do career-wise, I decided to get into computer and IT sales and quickly rose through the...

I have worked in the insurance industry for 20 years, where I commenced my career working for large New Zealand insurers and then as an Insurance Lawyer for a well-known Auckland law firm which specia...

I was born and grew up in Christchurch, I have lived elsewhere but Christchurch always pulls me back, it will always be home. I am currently supporting three knowledgeable advisers here at Lifetime, w...

With over 20 years’ leadership experience working in investment and financial services, I bring a wide range of knowledge and skills to Lifetime and my clients. My passion for delivering exceptional c...

I am passionate about two things: people, and how to learn more to help people. Finance is fascinating to me, so I want to know everything I can to truly empower people that I work with. In short, I'm...

Syd has over 29 years in the financial industry, giving advice on personal and business risk insurance. In 2007 he achieved the Millions Club with Fidelity Life, with over a million dollars in (Risk o...

I started off in private banking in 2004 and in total have ten years relationship management experience within the financial industry, dealing with high net worth and ultra-high net worth individuals....

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 am passionate about offering sound and practical advice that help people achieve their financial goals and priorities. I so appreciate the trust clients put in me to work with them to do this. I bel...

I am a financial adviser who works with everyday people like you and me to realise your financial goals and dreams. It’s not just about money. It’s about you, your passions in life, your family and yo...

Allan kicked off his career in the financial services industry in the 1980’s and is a CLU, a Financial Adviser and holds the NZ Diploma in Life Insurance. His passion remains working with clients. Mee...

I moved to NZ with my family in 2003 and now live in Warkworth with my wife & our highly energetic rescue pup. I am hugely grateful for the life we have created here in NZ, so my mission as a financia...

Hi, I'm Dorian. I am originally from France but moved over here in 2006 and decided to make New Zealand my home. My approached is purely driven by customers. Being French! I am very passionate about e...

I have been a passionate protector of business and family finances since 1991 when I got my first Certificate of Practice. An ALU, AFP and Financial Adviser, I strive to continually updates my skills...

I have a particularly broad but deep set of skills; skills I have acquired over a very long career as a business owner. Skills that make me an asset for my clients as a financial adviser.

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'm a Scottish-born Kiwi, having lived in Tauranga for most of my life. I've worked in the finance and banking industry, having held several management roles during this time with a major bank. I have...

I am a financial adviser who works with families and individuals to make smart money decisions. I believe that everyone needs a trusted person to help guide them on their financial journey.

Hi, I’m Riki and I’m a Financial Adviser specialising in the KiwiSaver and Investment space. Having studied Finance and Economics both at school and University, I found that I had a great passion for ...

I am a qualified holistic (or fully fledged) adviser who has the desire to help my clients succeed better on their journey to financial independence. I like to partner with my clients in assisting the...

Hi, I'm James and I'm a Financial Adviser! Sure there are lots of variables in our busy lives but ultimately there are only a finite number of levers we can pull and buttons we can push to help you re...

As a financial adviser, I can live out my passion to help you with your financial life-plan. This will get you to the future you dream about. People usually don’t know what they don’t know. I get exci...

I was born in the UK and grown in NZ. I have spent my working life in sales and service, and managed a vast range of client expectations. I entered the financial services industry in 2007, initially a...

I am a financial adviser, and I really enjoy helping my clients manage risk to ensure that themselves, their families, and their financial plans are protected throughout the ups and downs of life.

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...

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...

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...

I am a Financial Adviser (please do not let that put you off). My passion is helping people make really good financial decisions based around who you are, what your values are and what your goals and ...

I am a proud down to earth Southlander, who loves the lifestyle and the people. I enjoy the great outdoors and traveling. I enjoy getting around the region meeting all walks of life. I went to Otago U...

I come from a very diverse background and bring a wealth of experience to my role. I have served in the Royal New Zealand Navy, worked in the mining industry in Western Australia, and have grown up in...

I was born in Waiouru Military Camp and spent my early childhood years in Malaysia, Singapore, and Australia before attending Waihi Boys School and Christ’s College. I then joined the New Zealand Army...

I’m a young adviser commencing my professional career. I have a passion for distilling complex financial concepts into consumable advice. Growing up in both Australia and New Zealand I had the opportu...

I am a financial adviser, specialising in commercial insurance solutions for all businesses - from SMEs to large corporate companies. I enjoy working closely with business owners, to really understand...

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 am an financial adviser who is passionate about helping people to visualize their financial journey. I encourage everyone to have a personal financial plan - the earlier the better - as it is never ...

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 ...

Hello, my name is Bruce, and I like helping people make good decisions about life. I enjoy helping people make sensible decisions about money management and wealth creation. I specialise in people rel...

I’m a proud Certified Financial Planner based in Auckland but with clients everywhere. I’ve been helping people live their best lives with great financial planning for 20 years. My wife, Jude and I ar...

Hi, I'm Dave. To me life is a wonderful adventure and journey to share and enjoy with the people around me. I have been blessed with a truly special family and a career that enables me to help and gui...

A New Plymouth local, I am the proud dad of a daughter and four boys. I love spending time with my wife making the most of the beaches and cafes that Taranaki has to offer.

Born in Christchurch as number 5 out of 6 kids and a Cantabrian through and through - yes we are catholic :-). Three older brothers instilled a resilience that has stayed with me. This, and my mother'...

Hi my name is Taviri. I grew up in finance having started my first job at a bank when I was 18 and it's been all go from then. I enjoy anything to do with helping people. Especially when you see clien...

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...

I am a qualified financial adviser with over 30 year experience (but please don’t let that put you off). Because my passion isn’t about money - it’s about building a plan.

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...

Auckland born and raised, I am a qualified chartered accountant that started my career working for a well known global accounting firm. I enjoy working alongside my clients to give pragmatic advice a...

After studying a Bachelor of Business at Massey University, I started my journey into the financial industry. I have a great interest in this sector and have quickly found passion in the investment ar...

I want to use my wisdom, experience and love of people to inspire them to start designing the life they want through creating financial freedom. Helping people to gain clarity about what it is they wa...

Hi, I'm Matt. I am married with five children and an avid social sportsman when time allows. I'm a specialist adviser in the employee benefits team. This means I'm actively involved with local compani...

Hello, my name is Carl, and l love a bit-of-a-yarn! I love sharing the how, and why, through conversations with just about anyone. I'm a financial adviser that is passionate about helping you reach yo...

I am financial adviser specializing in personal insurances. My wife and I came to Marlborough in December 2018, and we have enjoyed every minute of it since we arrived from Auckland. In a smaller comm...

I was born and raised in Southland, and come from an organic farming background. I'd describe myself as practical and down to earth but also take a professional approach to ensuring everyone, from pro...

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...

Hi, I’m Christine, born and bred in Christchurch. Although I’ve lived here and there over the years, this is my home; the place where I feel the greatest connection. I've been in the financial industr...

Hi, I'm Laurie!
I specialise in the risk insurance sector in the financial services industry having done it for over thirty years. I am passionate about helping people. Over the last seven years I've...

I have called Christchurch home for 18 years after moving with my family from Riga in Latvia. I have been in finance industry for over 10 years and love helping people to get into their first house, d...

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...

Having started in the financial industry four years ago, I fostered a diverse knowledge base in risk, with experience in underwriting and claims. By 2019, I had found the magic in KiwiSaver & Investme...

I love property and this is my dream role, getting the finance approved for clients to buy their first home or investment property. I love working with numbers (a chartered accountant) and am very kno...

Hi, I'm Paul, I am a Financial Adviser with over 20 years’ experience in the financial services industry. I’ve worked in institutional banking overseas, rural banking in Marlborough, property conveyan...

Hi I'm Trent, and I am a Financial Adviser, and have been working in insurance since 2008, Prior to this I have worked in the financial services; specialising in banking, finance, and valuation. I hav...

Dealing with both risk insurance and investment I'm passionate about achieving the best outcome for my clients. Often the success of the work I've done is only realised for clients when they most need...

Hi, I'm Todd, I am a Financial Adviser for over 25 years experience and worked in the United Kingdom (11) and New Zealand (14 +). My personal focus is helping people make informed choices and unders...

Hi, I'm Matt. Who am I? Well, that's a big question but I'm a family man (first and foremost), a sports enthusiast, a board game aficionado, an avid traveller, a debateaholic, and an 80's rock fanatic...

Having over ten years’ experience in the financial planning industry, I have seen first-hand the difference that financial stability and success has on peoples' happiness and their ability to lead the...

Cathy is currently on sabbatical until 31 March 2023. Please contact Dave Donnelly for any enquiries. Commencing my career in senior management accountancy roles, I quickly found that my real passion ...

Born in the lovely city of Christchurch, a bit battered at present, spent my younger years in the Otago area, started working for my dad in the Grocery trade and moved into retail management for a whi...

I’m passionate about my job here as a financial adviser. Being a father of two I know that life is never static - which is a good thing. My role at Lifetime is to ensure that you have a plan B in plac...

Proudly born and raised in Taranaki, I have worked in the financial services industry for almost 30 years, and have enjoyed every minute of it.  It is incredibly rewarding to help clients achieve thei...

I am a big fan of good old-fashioned 'plan ahead of time' approach - be it work or everyday life! For me it is a real joy to be able to design/deliver a relevant, simple, yet practical solution for a ...