- Personal & Family Risk Planning
- Business Risk Planning
- Investment Planning
Ian has been a passionate protector of business and family finances since 1991 when he got his first Certificate of Practice. An ALU, AFP and a Financial Adviser, Ian continually updates his skills and education in order to deliver sound, relevant advice to his 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
- What if it happened to me or someone I love?
- Put the customer first.
- Add value.
Reviews & Feedback
I have nothing but praise for Ian. He did everything possible for me.
It’s a good service
Ian is still the greatest
Please keep up the good work.
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.