Lachlan Rountree


Financial Adviser


BCom Economics


M: 021 130 3616 |
Areas of Advice
KiwiSaver >

Specialties

  • Assisting clients with KiwiSaver provider and fund choices.

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 Lachlan

Hi, I’m Lachlan. I’m a Financial Adviser and provide advice on behalf of Lifetime Group Limited, specialising in KiwiSaver. I’ve been in and out of the financial services industry since 2022 and have been with Lifetime since 2025. I work with people who want confidence that their savings and investment strategy is aligned with their future goals. For many, it’s something that’s set up once and then left untouched, often for years, without a clear understanding of whether it’s still the right fit. My role is to simplify the process. I help you understand your options, review your current approach, and make informed, confident decisions so your money is working as effectively as possible for your future. Outside of work, you’ll usually find me spending time with family or friends or having a game of darts. 

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.

Get In Touch

Contact Lachlan on 021 130 3616  |  Lachlan.Rountree@lifetime.co.nz or alternatively send us an online enquiry below.