Specialties

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

About Ian

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

  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.

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