• Personal & Family Risk Planning
  • Business Risk Planning
  • KiwiSaver
  • Investment Planning

About Ian

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 and education in order to deliver sound, relevant advice to my risk and investment clients.

As I get older life gets simpler. The things that matter are family, friends, and the world - in that order. I understand that life can be harsh and getting the chance to make a difference for my clients is a privilege that I enjoy every day.

My Three Golden Rules

  1. What if it happened to me or someone I love?
  2. Put the customer first.
  3. Add value.

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.

Get In Touch

Contact Ian on 027 229 4643  |  ian.stewart@lifetime.co.nz or alternatively send us an online enquiry below.
preview image - Seven clever ways to maximise your KiwiSaver

Seven clever ways to maximise your KiwiSaver

If you’re keen to get the best out of your KiwiSaver Investment take heed of these expert tips from financial adviser Ian Stewart.