Trent Theodore


Financial Adviser


BBS


M: 021 134 3043 |
Areas Of Expertise
Personal Insurance >

About Trent

Hi I'm Trent, and I am a Financial Adviser, and have been working in insurance since 2008, Prior to this I have worked in the financial services; specialising in banking, finance, and valuation. I have also owned and operated an accommodation business with 7 staff which provided me with a great understanding of the risks many of my clients face. Throughout these experiences I have learnt that we all need a plan in place when life throws us unexpected events! And when this does happen it's great to have people alongside you to navigate a way forward. I am passionate about clients being provided the best advice to enable them to protect the things that matter to them.

I enjoy being able to provide my clients the right advice for their own personal situation, and making the process easy and understandable for them. Outside of work I spend time with my wife, Sarah, and two children, Harry and Georgia, and make the most of what Taranaki offers.

My Three Golden Rules:

  1. Do what you say you will
  2. Be honest
  3. Be on time

My Specialties:

I assist clients with protecting their income, providing financial support in the event of death or illness, and providing alternatives to waiting in the public health system.

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 Trent on 021 134 3043  |  Trent.Theodore@lifetime.co.nz or alternatively send us an online enquiry below.