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Anita Aitken-Taylor


Financial Adviser
GRAD.DIP BS, CFP, CLU, AFA

Anita has been part of the financial services industry since 2005, joining Camelot as an adviser and partner in 2010. She has over $20 Million under management and is highly qualified to give her clients expert advice in investments, risk protection for both business and personal needs, plus retirement planning to name a few advice areas. Anita has the distinction of being the first IFA member in New Zealand to achieve the new Certified Life Underwriter designation, and more recently received the Certified Financial Planner designation.

  • Office: Havelock North

Lisa Perring


Mortgage Adviser

Small Business Accounting, Essentials Mortgage Brokering

Whether you are a first time home buyer or a seasoned property investor, the process of finding the right mortgage can be fraught with stress and emotion.

  • Office: Rangiora

Eru Manuera


Financial Adviser
AFA

Eru was born in Waiouru Military Camp and spent his early childhood years in Malaysia, Singapore, and Australia before attending Waihi Boys School and Christ’s College. He then joined the New Zealand Army, serving as a rifleman in 2/1 Battalion, Burnham. After leaving the army he spent five years travelling in Asia, Europe, North America, and Africa.

  • Office: Riccarton, Christchurch

Robbie Crawford


Financial Adviser
National Certificate Financial Services (Level 5)

Robbie has been involved within the Financial Services Industry since 1978. His career commenced with the ANZ Bank and specialised in Rural &Commercial lending. In 1997 he purchased an interest in Brian Staniford &Associates Ltd, a South Canterbury based Insurance business and this business merged with Lifetime in 2007.

  • Office: Timaru

Syd Hanna


Financial Adviser

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 only) in force premium. Syd has previously worked for the BNZ, was an agent for AMP for 10 years achieving membership in AMP's "Half Million Dollar Club".

  • Office: Trafalgar House, Nelson

Kevin Beban


Financial Adviser, Argent Financial Services Ltd (AMP QFE)
AFA

Kevin is an experienced adviser who has been working in the insurance and investment industry since 1988. Kevin was a partner in Argent Financial Services, an insurance and investment business, which continues to operate as a subsidiary of Lifetime Group, a full service financial advisory.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Pam Roff


Financial Adviser
AFA

Pam has been involved in the insurance and investment industry since 1992. She is a member of the Lifetime Insurance Committee. She started her career with National Insurance Life and Health Limited as a health insurance adviser, and in 1993 became an insurance and investment adviser with Woodward Insurance Brokers.

  • Office: Trafalgar House, Nelson

Blake Sutton


Financial Adviser

To Blake, insurance is in his blood being the third generation insurance adviser within his family. Blake enjoys dealing with people and building client relationships in the interest of securing their financial future by protecting their assets and more importantly their family.

  • Office: The Terrace, Wellington

Paul Stolworthy


Financial Adviser

Committed to your financial success and protection, Paul Stolworthy is a leading specialist Financial Adviser who can provide a comprehensive level of protection for you, your business and your family. Supported by all mainstream insurers Paul offers advice and assistance with a wide range of financial products.

  • Office: Queen St, Auckland

Tony Palamidas


Financial Adviser
BCA, AFA

Tony is an Authorised Financial Adviser and has over 25 years working in the financial services industry working for AXA New Zealand and AMP New Zealand. His speciality has been business, government and personal superannuation. Over the past year, he has been working as an adviser providing advice on personal risk.

  • Office: The Terrace, Wellington

Steve Doyle


Financial Adviser
AFA, Diploma in Business Studies & Personal Financial Planning from Massey University

Steve has worked in the financial services industry for over 25 years. Steve has gained his Graduate Diploma in Business Studies and Personal Financial Planning from Massey University. As a Certified Financial Planner he enjoys helping clients in most aspects of their personal financial needs however working with the Lifetime has helped him to now focus more on investment and retirement planning.

  • Office: Timaru

Martin Beukman


Financial Adviser
AFA

Martin is an Authorised Financial Adviser and has been in the industry for over 16 years. He has practised internationally in both the business and the private sectors for major banking institutions such as ABSA(Barclays) and HSBC. He has been a member of the Financial Planning Institute of South Africa since 2002, Martin also holds a Bachelor of Social Science, a Master’s in Business Administration as well as a Post Graduate in Financial Planning, assuring his clients of a thoroughly professional service.

Lauren Te Pairi


Commercial Financial Adviser

Lauren Te Pairi has over 7 years’ experience in Commercial Banking and 14 years within the financial services sector. Her clients say she is quick to articulate the benefits of transaction, enthusiastic and is very well connected within the business community.

Tom Pallant


Trainee Adviser
BA (Hons) Financial Services

Tom started his career in the financial sector back in 2013 after graduating with a degree in Financial Services from the University of Northampton. Born in Yorkshire and after spending five years in the Midlands, Tom left the UK and embarked on a two-year adventure around the world, spending time in Australia, South East Asia and an interrailing trip across Europe.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Grant Sutton


Financial Adviser

Grant has has been in the insurance industry since 1966 and brings to the Lifetime Group an approach based on solid experience. He has held a number of diverse roles within this industry and this enables him to get to the core of issues with the least amount of fuss.

  • Office: The Terrace, Wellington

Jeff Pearce


Financial Adviser
NZQA Approved Mortgage Adviser

Born in the UK and from West Auckland I have worked in a variety of fields dealing with people from all walks of life. For years I worked in the corporate environment providing tailored solutions to a wide range of businesses and helping them to achieve success in their goals. From there I learned that we all share a common need for safety, financial security and good health for ourselves and the people we care about.

  • Office: Queen St, Auckland

Cathy Kerr


Financial Adviser
CA, AFA

Cathy is an AFA and joined Prime Planning as a Client Adviser in 2009 which merged into Camelot in July 2009, then Lifetime in 2018. About a quarter of her time is currently involved in overseeing the accounting roles in Camelot. She also is able to use these skills in her dealings with clients.

  • Office: Elizabeth St, Tauranga

Mike O’Donnell


Financial Adviser

AFA

Mike O’Donnell has been an insurance professional since 1970. He is a qualified associate member of the Australian and New Zealand Institute of Insurance and Finance. Mike is also an Authorised Financial Adviser. Mike specialises in the area of employee benefits – helping corporate clients with their group risk and group superannuation benefit requirements.

Brenden Van Schooten


Financial Adviser

Authorised Financial Adviser, Level 5 National Certificate in Financial Services

Many, many years ago Brenden left school and worked as a survey and land information draftsman for about 10 years. After this he was a courier driver around the Wellington CBD for 5 years until he was offered the position to run the courier fleet of 55 drivers. All of this gave Brenden the skills & knowledge to understand self-employment (as well as larger businesses) and he now uses this vast experience when assisting others to achieve financial security.

  • Office: The Terrace, Wellington

Leonie Macnamara


Commerical Mortgage Adviser

With a lifetime of experience specialising in business and commercial banking, Leonie has expertise that will bring value to your business financial choices.

As a Registered Financial Adviser, Leonie specialises in business and commercial finance, residential lending, and business reviews. Her extensive networks within business banking and finance sectors can open new windows of opportunity with minimum impact on your time. Leonie intrinsically understands what all those numbers on your financial accounts mean and how to use them to your best advantage.

  • Office: Palmerston North

Himank Agarwal


Mortgage Adviser

Himank has been in the finance industry for almost 4 years and have done mortgages close to $400M including home loans, business loans, property finance, Agri, etc. ranging from $5K to $10M.

Understanding his clients and their goals is one of the ways Himank will add value to your transaction, your future plans and goals are of the utmost importance to him.

  • Office: Hamilton

John Whyte


Financial Adviser

As a community focused individual John finds it particularly rewarding working with young families and small businesses. He displays an enthusiasm for success with a great level of professionalism.

  • Office: Rangiora

Bourke O'Connor


Financial Adviser
AFA

When you meet Bourke, you instantly understand why he is respected within the insurance industry. With over 40 years’ experience, which has seen him start at the bottom and work his way up to senior management and later into starting his own advisory. His upbringing and experience have given him a deep-seated belief in the value of life insurance products as a means of providing money when the need is greatest, and this is generally at a time of business or family crisis.

  • Office: Queen St, Auckland

Taviri Ono


Mortgage Adviser

Taviri has spent most of his working life in banking and mortgage advisory roles, having moved to Christchurch in 1998 from Papua New Guinea where he had started with the multinational Westpac bank. He decided to settle with his Kiwi wife Tahlia in the Garden City, where he has spent further time with both Westpac and also with SBS Bank.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Karen Raggett


Mortgage Adviser

Karen has been in the finance industry for 20 years in various roles and worked for three main trading banks. I bring a wide range of knowledge on home & business lending. From purchasing an owner occupied property or investment property, to buying a commercial property, helping your children into their first home or simply wanting to making sure you are getting the deal you deserve from your existing Bank.

  • Office: Cameron Rd, Tauranga

Neville Whitworth


Commercial Financial Adviser

I am a Financial Adviser contracted to Lifetime. My specialist areas are Business, Property Finance, Rural and Residential lending plus Business Reviews. My approach sees me working independently with all the Banks, to provide customers with the most competitive finance package in the market to suits their needs.

  • Office: Cameron Rd, Tauranga

Radhika Beetham


Financial Adviser

BSc, Grad. Dip BS, AFA

Radhika started her career as a Microbiologist before pursuing a career in finance in the non-advisory space. She has worked in various areas of finance some of which are personal loans, auditing, recruitment and dispute resolution. Whilst she always believed financial literacy was important she did not pursue this aspect of finance until her husband was diagnosed with cancer and then later passed away leaving her to raise their two young boys. For her it highlighted the fact that life’s journey is not always as smooth as we want it to be. Unexpected events happen that can stop us from living every day to the fullest.

  • Office: Mt Eden, Auckland

Craig Keenan


Mortgage Adviser
PAA

Craig is an experienced mortgage broker who has been in the mortgage lending industry for 15 years. Prior to this Craig was a flying instructor based in the UK. Born and bred in Christchurch Craig has two sons, Ciaran and Nicholas.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Paul Treanor


Financial Adviser
Diploma in Business Studies (Personal Financial Planning) and Authorised Financial Adviser

Although Paul is originally from Paeroa he has called Tauranga home for the past 29 years. Heavily involved in a range of community activities across sport and service organisations he has served as Chairman of the Mount Maunganui Life Guard Service for the past 5 years and been an active lifeguard since 2010.

  • Office: Cameron Rd, Tauranga

Lisa Davis


Financial Adviser
B.A.

I started in the insurance industry in 2005, and I bring a wide range of industry knowledge and experience to this role. I will be an advocate for you whenever it is required, and I look forward to working with you and your family to determine the right solutions.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Otto Lijzenga


Financial Adviser
BA

Otto has been a risk insurance adviser since 2003. He has gained a lot of experience in personal insurance risk, shareholder and key personnel risk, and medical insurance.

  • Office: Mt Eden, Auckland

Dane Boswell


Financial Adviser
Cert. Financial Services (Level5)

Dane enjoys turning complex problems into simple solutions. His job is to listen to his customers and build an insurance solution that is tailored to their individual needs. When he's not crunching numbers or asking questions you can find him taking the dog for a run or playing with power tools in the garage.

  • Office: Hardy St, Nelson
  • Main St, Blenheim

Andrew Henderson


Financial Adviser
BBS, AFA

Andrew recently returned to NZ with over 15 years experience in Asset Management. Andrew has worked for some of the worlds pre-eminent Asset Management firms in London and recent roles have been within Institutional Global Client Groups and Portfolio Management where he designed, implemented and executed trading plans up to the value of GBP 10 billion.

  • Office: New Plymouth

Lleyson Davy


Financial Adviser

As an experienced small business owner and father, Lleyson understands how stressful it can be when unexpected costs and situations arise. He is passionate about people and believes in a client-first approach, and will work with you to identify the best solution to ensure your needs are met during those unexpected times.

  • Office: The Terrace, Wellington

Richard Craven


Commercial Financial Adviser

With 33 years in the Banking industry, 25 of which have been in the Business, Commercial, Property Development and Regional leadership roles, Richard has a wealth of knowledge he shares with his clients.

  • Office: Cameron Rd, Tauranga

Mike Saunders


Financial Adviser
AFA, B.Sc. CLU

Two of Mike’s most dominant values are:

- To help other people achieve their goals and solve their problems
- To go the distance, once a task is commenced then he does not give up and gives it his best shot.

  • Office: 134 Spey St, Invercargill

Todd Blythe


Financial Adviser
BBS, CFP, AFA

Todd joined Camelot in 2009, which merged with Lifetime in 2018, and is a highly qualified adviser. He is passionate about helping people achieve their financial goals. Todd specialises in insurance advice for businesses and also provides expert advice in the areas of investment and retirement planning as well as personal insurance, and KiwiSaver.

  • Office: Elizabeth St, Tauranga

Warren Skerrett


Financial Adviser
CFP, AFA

Warren has been a financial adviser for 25 years, and is an Authorised Financial Adviser. His primary focus is in the Wealth Management Business for personal clients. Warren is a Co-trustee of the Community Trust of Southland (CTOS), with a diversified portfolio of $220M. CTOS annually, donates $6M back to the community, where Warren sits on the sub Investment committee.

  • Office: Duke St, Queenstown

Janet Holmes


Financial Adviser
AFA

Janet has been in the insurance industry for over 10 years now and comes from a previous career in the health. She loves meeting people from all walks of life but most of all she enjoys being able to provide some financial support to clients during some of the worst times of their lives.

  • Office: Cameron Rd, Tauranga

André Nel


Commercial Financial Adviser
BCom

I have been in the Banking Industry for over 22 years, with significant experience across business, commercial banking and property finance. Over the years I have managed business clients across varied industries and have successfully structured many different transactions from loans against commercial property and business assets to housing loans.

  • Office: Viaduct, Auckland

Nathaniel Byers


Financial Adviser

Born and raised in Southland, Nathaniel has passion and pride in his ever changing province. Practical and down to earth are qualities Nathaniel's clients appreciate about him, along with his professional approach to ensuring everyone, from professionals to families, have financial peace of mind should unforeseen circumstances arise.

  • Office: 134 Spey St, Invercargill

Ian Stewart


Financial Adviser, Argent Financial Services Ltd (AMP QFE)
AFA

Ian has been a passionate protector of business and family finances since 1991 when he got his first AMP Certificate of Practice. An ALU, AFP and an Authorised Financial Adviser, Ian continually updates his skills and education in order to deliver sound, relevant advice to his risk and investment clients.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Garry Mann


Financial Adviser
AFA

Garry has been working in the insurance industry since 1988. He is an AFA and continues to further his professional development. His main areas of expertise are in both business and group risk.

  • Office: Queen St, Auckland

Ian French


Mortgage Adviser
Member Professional Advisers Association

Ian specialises in mortgage advice having built up a large client base since settling in Nelson about 20 years ago. Prior to that he built up a depth of lending industry knowledge, moving around New Zealand in adviser roles with ANZ bank. Ian understands the need for specialty advice to help people make choices within the home mortgage market given the wide range of products on offer. He has access to more than 20 different lender packagers.

  • Office: Hardy St, Nelson

Raewyn Thomas


Mortgage Adviser

Raewyn joined Camelot in November 2015 having owned her own mortgage advice business in the Wellington region for the past 15 years. She was able to bring her valued clients with her and looks forward to providing continued service to them. Raewyn has a passion for the industry and she is very experienced in the property investor field, having presented property investor seminars for many years.

  • Office: The Terrace, Wellington

Lydia von Rönge


Financial Adviser

I am passionate about individuals, families and business owners having the right insurance in place that will protect them in tough times. I will ensure that your insurance requirements, no matter how unusual, are handled efficiently and professionally.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Clive Martin


Mortgage Adviser

Clive specialises in securing finance to assist with property purchases, and is committed to a high level of service in ensuring that any lending solution is tailored to meet your financial needs and goals. Clive is in the business of providing a positive experience, and finding the best possible solution. This process often starts with the simple question, “how much can I borrow?”.

  • Office: Cameron Rd, Tauranga

Alan Burns


Financial Adviser

Member IFA

For Alan insurance had been a lifetime career. Beginning in the 1970s, he’s now spent over 40 years helping people protect their own and their families’ financial security and he still loves his work. He’s seen many many clients able to claim on the policies he’s put in place and that’s what makes his work worthwhile.

  • Office: The Terrace, Wellington

Sue Jones


Financial Adviser

Sue has been involved in the finance and insurance industry for most of her working life which has included time at banks and major insurance companies. Now a Registered Financial Adviser, for the past 25 years Sue has focused on the many benefits that life, health and disability insurance brings individuals, families, and businesses. Sue enjoys taking the time to work with her clients to ensure that what’s important to them is adequately protected.

Abby Woollaston


Financial Adviser

Bachelor of Business in Communications at Bond University

Life is uncertain. Abby observed how well her father Alan Burns prepared his clients for these uncertainties through his financial services business company Red Group. She joined the family business in 2006 and quickly found that the apple had not fallen far from the tree - she was talented in serving clients as an insurance risk specialist.

  • Office: The Terrace, Wellington

Sue McKenzie


Mortgage Adviser
PAA

Sue works for you, her client(s), with the aim of finding competitive bank products to meet your financial needs. She takes into consideration your personal lifestyle and aspirations in addition to future events, which may impact you in the short to medium term; this allows her to arrange finance and a loan structure tailor-made to suit you.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Emily Wheatley


Financial Adviser

AFA, BCom

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.

  • Office: Timaru

Janice Allan


Client Services Adviser

Originally coming from Scotland Janice travelled far and wide on her extended OE (10 years of living and experiencing amazing places around the world). Eventually she fell for her future Kiwi husband while over here working on a farm. After a traditional Scottish wedding in Glasgow she settled in this beautiful country.

  • Office: Cameron Rd, Tauranga

Allan McNaughton


Director and Adviser, Argent Financial Services Ltd (AMP QFE)
CLU, AFP

Allan started within the financial service industry in the 1980’s and holds NZ Diploma in Life Insurance and is CLU AFP and an Authorised Financial Adviser.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Danté Fyfe


Financial Adviser
BCom, GDipPM, CMT

Danté has a very diverse background being of half Samoan/half European decent and likes to think he understands people from various walks of life. He has spent the last couple of years working in the earthquake insurance sector and so understands the benefits and pitfalls of when you and those closest are not protected correctly.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Emmett Mills


Financial Adviser
Diploma in Financial Services - Life Insurance

With 20-plus years in the insurance industry, Emmett thrives in the role and responsibilities of advising individuals and businesses how to protect themselves, their loved ones and colleagues with life insurance solutions. Emmett is an advocate of innovation and has been at the forefront in piloting the delivery of new and industry-leading life insurance processes to customers. Emmett is a keen mountain-biker and with his wife Val, makes the most of the many outdoor activities the Nelson region offers.

  • Office: Hardy St, Nelson

Travis Hamilton


Adviser Development Manager / Financial Adviser
BCom Finance/Economics

"Contributing to my clients’ long term wellbeing is immensely satisfying. Everyone is unique and deserves the opportunity to tell their story to someone who cares, listens intently and understands their position and desired outcomes in the event of a serious health issue".
Travis believes providing choices and options to his clients is a key part of the advice service. He states that everyone’s situation is different and tailored advice for each and every client is what he does.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Simon Ward


Mortgage Advisor
Accredited Mortgage Advisor

Simon is very passionate about helping people from all walks of life into owning their first home, establishing a rental portfolio, seeking business finance and even purchasing commercial premises. He provides a personalized touch to help guide you through the maze of current mortgage requirements that can be complicated.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Julian Lingard


Financial Adviser
National Certificate in Financial Services - Level 5, AFA

Julian is truly passionate about helping people achieve their financial goals in life and protecting what they have. He takes a client centered approach and works to help you build all the separate components required to reach your financial goals.
Because Julian is an Authorised Financial Adviser who is accredited to provide advice on mortgages, investments and insurance, he can provide a one stop shop for all your personal financial needs. Julian's clients really appreciate this as it means building a good relationship with one adviser who really does understand all of their financial needs.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Josh Martin


Mortgage Adviser
Bcom (Mktg)

Coming from a Career in Real Estate, Josh has a real passion for property. A Tauranga local that has spent his time growing up in the Bay, Josh comes with a wealth of knowledge to help you with your next step, whatever that may be.

  • Office: Cameron Rd, Tauranga

Peter Sullivan


Financial Adviser, Argent Financial Services Ltd (AMP QFE)
AFA

Peter started in this industry in 1987 as an AMP agent and since then he has continually improved his knowledge and skill levels which recently culminated in attaining a level 5 Authorised Financial Adviser certificate and License. After many client situations and payouts he has a tremendous belief in his industry and the solutions it can offer.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Isaac Vickers


Financial Adviser

BBS (Finance), Authorised Financial Adviser

Isaac completed his studies in the Financial field in 2014 and has since had first hand experience working for the share market operator, The NZX, along with 18 months working for New Zealand's largest general insurer IAG. He has built up a wealth of knowledge to assist his clients in making smart financial decisions,

  • Office: The Terrace, Wellington

Basie Smit


Financial Adviser
AFA

Basie Smit has a long history of assistings families with their personal insurance and investment needs, having joined the industry in 2002. His 28-year background in retail, design and manufacturing as well as marketing management was great training ground in ascertaining people’s needs. Basie is a member of the Chamber of Commerce in Tauranga and very community focused.

  • Office: Elizabeth St, Tauranga

James O'Caiside


Financial Adviser

James grew up in a large family in rural New Zealand, with the background of North Canterbury being where he calls home. He has a variety of industry experience, ranging from farm hand work, to small time broadcasting and presenting - before settling into the marketing and customer acquisition industry.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Chané Berghorst


Financial Adviser
B.BUS, AFA

Chané is an Authorised Financial Adviser and enjoys working with clients to make smart decisions around their finances. She is passionate about forming long term relationships with people to assist with their financial goals - whether that is to retire, buy a home, be financially secure, or just to make some smart decisions.

  • Office: Mt Eden, Auckland

Kay Davies


Financial Adviser
NZQA national certificate of financial services (Level 5)

Kay has a passion for helping South Canterbury families with insurance options having forged many links in the province she has been born and bred in. She has always related well to people, including the wide array of clients she covers from Oamaru to Ashburton. Kay enjoys working for herself and interacting with her customers both on a social level and in giving advice on their insurance needs.

  • Office: Timaru

Jonathan Lewis


Financial Adviser
Bcom Economics and Management

With a degree in Economics and Management from Canterbury University and a first-hand understanding of the benefits and pitfalls when you aren’t protected correctly Jonathan prides himself on a client first approach to risk insurance, ensuring everyone has the correct coverage to protect both themselves and their family when they need it most.

  • Office: Moorhouse Ave, Christchurch (Head Office)

James Dawson


Financial Adviser
AFA

James has over 30 years’ experience in Banking and Financial services, including 18 years providing insurance and investment solutions to clients of two of the UK's leading financial institutions, Lloyds TSB Group PLC and Barclays PLC. James moved to Nelson in 2002 and in 2005 became a shareholder and Director of a local advisory firm. In 2009, James merged this business into Camelot to become one of the foundation partners.

  • Office: Trafalgar House, Nelson

Alvin Liu


Financial Adviser

M.A.

Alvin is a very experienced adviser. He is good at recommending suitable policies and assisting clients to make claims. He also has a sound reputation of comparing policies and finding out the one with best value for clients. Not everyone needs or can afford every insurance. Alvin is skilled of helping clients realize their protection requirement priorities when budget is a constraint which is always the case.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Jena McKenzie


Financial Adviser

I help families and businesses ensure that they are protected in times of unexpected health events which threaten cash flow. I understand that people and revenue are the lifeblood of every business. My job is to ensure you get cash at the right time, to the right place and the right amount.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Karen Essex-Mooney


Mortgage Adviser
PAA

Being a specialist Mortgage adviser since 2000 firstly with Mortgage Link now known as Lifetime. Over these number of years it has given me a large range of client’s experiences to enable me to provide different types of solutions, whether it be for first home buyers in this current environment with kiwi saver withdrawal’s to the Housing NZ grant applications, double grants and building and how that can be achieved right through to people who want to use their equity to buy rental property and business lending.

  • Office: Main St, Blenheim

Joe Byrne


Financial Adviser
BA, AFA

Joe is an Authorised Financial Adviser, the Discretionary Investment Management Service (DIMS) Manager, and Chairman of the Investment Committee for the company. Joe was formerly the Head of Investment Solutions at Grosvenor Financial Services Group. Prior to that, he spent eight years developing the investment offering for Goldridge Wealth Management.

  • Office: The Terrace, Wellington

Claire Belch


Financial Adviser

AFA, Dip PFS CII (UK)

Claire is originally from the UK and married to a Kiwi, she has lived in London, Asia, Japan and New Zealand. Claire is an experienced adviser who has 30 years of working in the Global Financial services industry, which has included 20 years as an Asian Equity Stockbroker in Global Investment Banking, and 10 years running a UK Wealth Management practice under one of the largest financial planning companies there. This strong background enables her to assist clients with their current and future investment planning using a holistic approach.

  • Office: Mt Eden, Auckland

Bruce Cameron


Financial Adviser
BBS, GRAD. DIP BS, AFA

Bruce is an experienced adviser who has 20 years’ experience in the New Zealand financial services industry, this strong background enables him to assist clients with their current and future investment planning. Bruce has a passion for working with clients to ensure they get practical financial and investment advice that is relevant to their goals.

  • Office: Mt Eden, Auckland

Trish Iversen


Financial Adviser
BBS, CFP, CLU, AFA

Trish has been with the Lifetime Group since 2005, originally through Camelot. Trish has more than $30 million of funds under management, which are invested both privately as well as through Business Superannuation and KiwiSaver funds. Trish is one of 34 Authorised Financial Advisers in New Plymouth. Trish is also a Certified Financial Planner, Chartered Life Underwriter and holds a Bachelor of Business Studies, which she obtained whilst employed by Camelot. Her clients range from businesses who require group saving and risk protection solutions, to individuals and families who wish to protect themselves and their financial futures.

  • Office: New Plymouth

Matt Wenborn


Financial Adviser
AFA

After 14 years as GM of a large indoor sporting complex, completing a BA majoring in Political Science and Graduate Diploma in Business Studies with an endorsement in Personal Financial Planning and formal AFA Certification, Matt’s transitioned to a full-time role with Camelot where he enjoys the personal interaction with Clients, breaking down industry jargon to everyday terms which are easily understood and focusing on building long-term partnerships.

  • Office: Riccarton, Christchurch

Michael Heriot


Financial Adviser
AFA

Michael is an Authorised Financial Adviser with over 17 years in the industry working most of those years for Tower Financial Advisory Services and in his own business MH Financial. His focus is on developing solutions that are designed to enable clients to attain their financial objectives in life and adding value in the process.

  • Office: The Terrace, Wellington

Hans van der Wilt


Financial Adviser
AFA

Hans is an Authorised Financial Adviser and was the founding Director of van der Wilt Financial Ltd which he established in 1999 following nine years with National Mutual Life. Hans merged his company with Camelot in 2008. In working together with clients, Hans enjoys helping with personal and business risk, where he can use his experience to find his clients the best financial solutions.

  • Office: The Terrace, Wellington

Mark Staniford


Financial Adviser
QPIB Fellow, IBANZ, National Certificate in Financial Services Level 5

Mark commenced employment with Commercial Union in 1987 specialising in Fire & General Insurance and later joined his father's business branching into Risk insurance such as Life, Income and Health cover.

  • Office: Timaru

Matthew Dawe


Financial Adviser
AFA (FSP483284), Diploma of Financial Markets, Certificate IV in Financial Markets Operations, New Zealand Certificate in Financial Services

Matthew has most recently spent time as General Manager | Head Dealer of a Foreign Exchange Brokerage and brings to Lifetime his passion of investing in real estate since 2006, along with his dedication for helping clients.

He believes that helping clients to achieve their dreams doesn’t just start with property number one; it is the continued service for the life of the client that really drives a happy result and success.

  • Office: Queen St, Auckland
  • Viaduct, Auckland

Greg Strang


Financial Adviser

National Certificate in Financial Services - Insurance Advice & Investment Advice

Born and raised in Otago, Greg has accumulated over 26 years’ experience in the insurance industry which has included stints in the UK, Australia, Solomon Islands and Papua New Guinea. This experience, particularly the life experience, gives Greg a great insight and empathy with most people’s situations and circumstances.

  • Office: Duke St, Queenstown

Carmen Lapthorne


Financial Adviser

Carmen brings to the comprehensive Lifetime table, 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 adviser for Southland & Otago.

  • Office: 134 Spey St, Invercargill

Kelvin McKissock


Financial Adviser
AFA

Kelvin draws on his tremendous knowledge of the wider banking, investment and insurance advice sectors in his daily work. His career began in 1983 with the Southland Savings Bank, a regional organisation that later became part of the Trust Bank network. Kelvin took on a number of banking roles offering residential and commercial lending and mortgage advice as well as insurance options.

  • Office: Moorhouse Ave, Christchurch (Head Office)

Mark Thomas


Mortgage Adviser

With over 15 years of experience in the finance industry, Mark is well placed to give expert advice over almost any area. Beginning as a bank officer and moving on to home loans, Mark learned a great deal about what makes the kiwi family tick. In 2013 he moved to Risk Insurance and truly found his calling. As an adviser Mark is able to put his clients first and create long term relationships which ensure that his financial advice will stay relevant to their long term needs.

  • Office: The Terrace, Wellington

Greg Kerr


Mortgage Adviser
CA

Greg is a Chartered Accountant. He worked for AMP in their Accounting Division where he managed the taxation affairs for the AMP Group for nearly 10 years. A 4-year stint for a boutique share broking firm gave Greg a well-rounded initiation into running the back office, also as well as being responsible for accounting and compliance functions.

  • Office: Cameron Rd, Tauranga

Christine Hazeldine


Mortgage Adviser

Christine has a history of excellence in financial services. While at Citibank she won the Citicorp Service Excellence Award, granted to 2 people worldwide each year for outstanding service to customers. She also worked as a mortgage broker for ten years. Having experienced the Christchurch earthquakes, Christine wanted to help with the rebuild and worked at EQC helping people put their lives back together.

  • Office: Riccarton, Christchurch

Sam Walter


Financial Adviser
BA, CFP, AFA

Having been with the company over 16 years, Sam has a great deal of experience and over $70 million of private funds under his management. Sam is charismatic and an excellent public speaker who is great at motivating people to improve their financial behaviours.

  • Office: Mt Eden, Auckland

Gary Radka


Financial Adviser

Gary is an experienced financial adviser and has been in the insurance business for 25yrs servicing clients in Central Otago and Southland for all their insurance needs. Married to Vicki, they have five children and one grandchild and most weekends Gary can be found on a golf course having represented Southland for over 35yrs at all levels.

  • Office: Cameron Rd, Tauranga

John Sorensen


Financial Adviser
BBS, AFA

John has over 30 years of experience in managing his own businesses, mainly in the farming sector, as well of directorships of several private companies. Once John ‘retired’ from running the dairy farm he completed his Bachelor of Business Studies majoring in Finance at Massey University. He then completed his Authorised Financial Advisor qualification and has worked for and has been a shareholder in Camelot for the past 5 years.

  • Office: Palmerston North

Peter Hand


Financial Adviser
NZQA LEVEL 5, Mgt Dip.

Peter started in the insurance industry in 1976 as an agent for an established company called Prudential Life. In 1988 he established his own brokering business, which he then sold in 2009 to Lifetime which is where he’s been ever since.

  • Office: Cambridge