- Risk - Life, Trauma, Income Protection & Health Cover.
- Retirement Planning
I am an Authorised Financial Adviser having worked in the financial services industry since 1989.
I strive to add value to all my client relationships by taking the time to really understand what is most important to them.
Since joining Lifetime in April 2016 I have enjoyed meeting and helping many clients and their families protect the things in their lives that are most important to them.
Professionally I am passionate about meeting new and existing clients and building trust with them by listening and understanding what is most important to them, being able to add value by being able to provide advise so that they achieve their goals.
On a personal level I am extremely passionate about heath and fitness and aside from my family, pursuing health and fitness goals plays a prominent role in my every day life.
My Three Golden Rules
- Listen to understand
- Be genuine
- The need to be persistent
- Terangi & David
"The whole process of putting together a financial plan for my retirement was not only professional but very informative. This has given me a high degree of certainty that I will have income from by assets and savings available to me to maintain my desired standard of living for duration of my life."
"My cancer diagnosis was extremely traumatic not only for myself, but also my husband Mark. Thank you for all your assistance in liaising with the insurer on our behalf so that that claim could be lodged and paid in a timely manner."