For an outline of the products I can advise on and how I am remunerated, please see Lifetime Group's Financial Advice Provider Disclosure Statement.
About Codie
Hey there, I'm Codie and I'm all about helping people navigate their financial journey. I'm really passionate about educating others on financial management and I believe that everyone in New Zealand should have access to solid financial advice. When I'm not at work, you'll find me out and about exploring the stunning landscapes of New Zealand with my wife, whether it's mountain biking, hiking or simply enjoying the outdoors.
I think it's crucial to kickstart the money conversation so we can use it as a tool to safeguard what matters most - our families.
My Three Golden Rules:
- Prioritise what you value most; your future is definitely a conversation worth having.
- While perfection might be a tough goal, aiming high gets you pretty close.
- Making smart choices today helps shield against the uncertainties of tomorrow.
Conflicts of Interest
A brief description of the conflicts of interest that may arise for Lifetime in the course of the services we provide is provided in Lifetime Group's Financial Advice Provider Disclosure Statement.
Reliability History
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.