Jena McKenzie


Financial Adviser



M: 027 230 9431 |

Specialties

  • Business insurance - shareholder, debt and key person cover.
  • Personal insurance for families - life, income protection, critical illness, health.

About Jena

I want to use my wisdom, experience and love of people to inspire them to start designing the life they want through creating financial freedom. Helping people to gain clarity about what it is they want and what that life actually looks like for them. I was always inspired by the quote “The purpose of work is to fund a magnificent life.

To make sure people understand that on that journey there will be road bumps one of them being health. I want my clients to have the certainty to know that if they hit one of these they will be OK. We have planned for that. This is the area that I have 25 years experience in and where I really get to be of real help in a time of need. I am extremely confident in the providers I work with to also help me look after my clients during these times.

I start by getting to really know you, your family, your businesses, your stories - so I can be genuinely trusted to look after you and give you the best advice for YOU.

I am passionate about personal growth - making sure I am living the life I really love and helping people to also have this too.
Also riding horses, travelling to interesting places and meeting interesting people, and making time for my friends and family, and for tramping and fishing.

My Three Golden Rules

  1. Have fun.
  2. Be genuine.
  3. Don't disappoint.

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 Jena on 027 230 9431  |  jena.mckenzie@lifetime.co.nz or alternatively send us an online enquiry below.

In New Zealand, a lot of us rely on the public health system for treatment. Why would we pay for medical insurance when our government can fund treatment for us?

Barbara was diagnosed with stage 4 lung cancer and given only 12 months to live. Chemotherapy was the only treatment available in the public system and she wanted to look for other options.