Jonathan Lewis

For an outline of the products I can advise on and how I am remunerated, please see Lifetime Group's Financial Advice Provider Disclosure Statement.

About Jon

Supporting businesses from setup through to claims

I’m a Specialist Adviser in the Employee Benefits team and provide advice on behalf of Lifetime Group Limited. Working with businesses across the South Island to deliver workplace insurance schemes that support both employers and their people. I focus on making group cover simple, practical, and genuinely valuable.

I partner with employers from initial setup through to managing staff claims, ensuring the process is seamless and communication is clear. I take time to understand each business and help them gain recognition for the benefits they provide. Every solution is tailored to fit, not off the shelf.

Outside of work, I enjoy getting out and exploring New Zealand with my Partner and children

Conflicts of Interest

A brief description of the conflicts of interest that may arise for Lifetime in the course of the services we provide is provided in Lifetime Group's Financial Advice Provider Disclosure Statement.

Reliability History

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.

Reviews & Feedback

Jon made the process of sorting our insurance really easy, he spent the time with us to truly understand our needs, thoroughly recommend.

M Geddis