Jonathan Lewis


Group and Employee Benefits Specialist


BCom Economics & Management


M: 021 492 144 |

Specialties

  • Helping clients secure their financial futures through asset protection.
  • Providing free advice on insurance plan structures.
  • Tailoring insurance to clients specific needs.

About Jon

Hi I’m Jon.

I am father of two, I enjoy taking the kids swimming and running with my wife and attempting to do long distance triathlons - myself not the kids - which my wife tolerates thankfully.

I’m passionate about my job here as a Financial Adviser. Being a father of two I know that life is never static which is a good thing, my role here is to ensure that you have a Plan B is in place so the curve balls life throws at us don’t interfere with us achieving our goals and impact upon our families. You will find I am honest, hardworking and at times exhausted as all parents understand.

My Three Golden Rules

  1. Starting is easy when you look back on it.
  2. A goal without action is just a wish.
  3. What's hard to do is generally worth it.

 

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 Jonathan on 021 492 144  |  jonathan.lewis@lifetime.co.nz or alternatively send us an online enquiry below.