I believe it’s very important to have a plan for your future wealth and things you want to achieve or do. It gives us purpose and something to aim for. However nothing is guaranteed in life and I’m passionate to help people make sure there is a back up plan when things go wrong. I like to take the worry away for my clients and become that trusted person that has their back.
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Born in Christchurch as number 5 out of 6 kids and a Cantabrian through and through (yes we are catholic :-). Three older brothers instilled a resilience that has stayed with me and my mothers sad passing when I was aged 13, a determination to provide every customer the best insurance coverage or investment plan I can source from the market for a competitive cost.
First and foremost, all business aside, I am a mum. I am a sister, an auntie, a daughter, a niece and a wife. I love gardening, cooking, family, cars and animals. I believe in people first, honesty and transparency.
I emigrated to New Zealand when I was only 14 years old with my parents. My father was an officer in the Royal Air Force, so with that said, I also have a passion for military history. I have been in the Financial industry since 2002. I have worked for two of New Zealand's major banks in the lending space which is one of my other passions - lending. I love helping Kiwi's get into their first home, building their dream home or entering the investment rental market.
I am an Authorised Financial Advisor with a wealth of international experience having worked in a variety of countries. I am passionate about helping people achieve their dreams and guiding them through life’s journey. I love helping create a degree of certainty in an uncertain environment. I really enjoy hearing what peoples “Bucket List” is and try and put a plan in place to help them achieve this.
Early in my career I discovered I loved investments. I spent the next 30+ years working my way across the global financial markets first in the US, then the UK and now in NZ. During my career I gained valuable experience as a security analyst, risk manager, fixed income trader, fund manager and for the last 15 years, providing financial advice in New Zealand. I specialise in helping my clients prepare for retirement whether that be building a custom plan from scratch or just fine-tuning an existing plan.
Hello, my name is Bruce, and I like helping people make good decisions about life, I enjoy helping people make sensible decisions about money management and wealth creation. I specialise in people relationships in helping clients clarify their thinking and planning with respect to life, relationships, money, and wealth creation, through research and proven life principles.
Hi, I’m Christine, born and bred in Christchurch. Although I’ve lived here and there over the years, this is my home, the place where I feel the greatest connection. I've also been in the financial industry for 30 plus years, so have learnt a thing or two along the way. Besides my 3 golden rules which I have followed throughout my life, I have also learnt to keep it simple, and the wisdom of knowing how and when to seek good advice.
I want to use my wisdom, experience and love of people to inspire them to start designing the life they want through creating financial freedom. Helping people to gain clarity about what it is they want and what that life actually looks like for them. I was always inspired by the quote “The purpose of work is to fund a magnificent life.”
Warren has been in the industry since 1982, creating a wealth of experience as a professional financial adviser. As a Certified Financial Planner and Authorised Financial Adviser, Lifetime is the perfect fit for Warren with their professional approach to the industry. Born in the hardy South, growing up in Bluff, he now lives in Tahuna Queenstown with his wife Aly. “My advice to clients is; planning your wealth to meet your lifestyle.”
I am an AFA (Authorised Financial Adviser) who is passionate about helping people to visualize their financial journey, and would encourage everyone to have a personal financial plan - the earlier the better as it is never to early to start thinking about the future! It is easy to aim for goals in life, but not always simple to keep on the path to get there, many rocks can get in the way. As your financial coach I can help you keep focused on this. The foundation for our long term professional relationship is one of trust and confidence ensuring strength and certainty.
Syd has over 29 years in the financial industry, giving advice on personal and business risk insurance. In 2007 he achieved the Millions Club with Fidelity Life, with over a million dollars in (Risk only) in force premium. Syd has previously worked for the BNZ, was an agent for AMP for 10 years achieving membership in AMP's "Half Million Dollar Club".
I am a Southlander and worked on a sheep and beef farm before working in the insurance sector. I enjoy working with young families who are trying to get a start in life and also those who are new to business. I enjoy working with them and see them succeed and grow. Being able to help and point them in the right direction to get the advice they are looking for.
I am a specialist mortgage adviser, with 32 years experience in banking. My experience is paramount in assisting clients secure finance to secure their dream of property ownership, whether that is an owner occupied home, an investment home or commercial property. My objectives are based on ensuring that clients get good advice about their lending, that they get a good deal, and that they enjoy the benefits of a loan structure that best suits their goals and objectives.
Born and raised in Southland, Nathaniel has passion and pride in his ever changing province. Practical and down to earth are qualities Nathaniel's clients appreciate about him, along with his professional approach to ensuring everyone, from professionals to families, have financial peace of mind should unforeseen circumstances arise.
I am an Authorised Financial Adviser, and work with families and individuals to make smart money decisions. I believe that everyone needs a trusted person to help guide them on their financial journey.
I was born in the UK and grown in NZ, I have spent my working life in sales and service and managed a vast range of client expectations. I entered the financial services industry in 2007, initially as a Mobile Mortgage Manager helping my clients to achieve their dream of home ownership. It is there that I found my true calling and a very personal commitment to help them to achieve their life goals and stay protected on life's journey.
Our industry is about helping people and businesses make informed choices. My purpose is to make positive changes and to add value through my client's life stages. This may mean protecting your family and/or business insurance needs or Kiwi Saver/Retirement and Investment goals. I want to offer my clients a personalised service and help them make smart financial choices.
I am an authorised financial adviser who works with everyday people like you and me to realise your financial goals and dreams but it’s not about money. It’s about you, your passions in life, your family and your loved ones. Life’s journey is not always as smooth as we want it to be. Unexpected events happen that can stop us at times from living every day to the fullest. Your journey could be buying your first home, planning for their retirement, your next big trip or more time with the family.
I specialise in mortgage advice having built up a large client base over the last 25 years with most of my business coming from repeat business or referrals from existing happy clients. I understand the needs for specialised advice to help people make choices within the home mortgage market given the wide range of products on offer and the ever changing bank lending rules and restrictions today.
Carmen brings to the comprehensive Lifetime table, over eight years’ experience in the insurance/financial world. Starting out in the industry with Southern Cross Medical Care Society & more recently as the Lifetime Health Insurance adviser for Southland & Otago.
I can trace my interest for finance and money back to the family monopoly games we used to play when I was a kid. I loved the game, but hated losing! I truly believe that financial freedom is attainable by everyone if a plan is actioned. The earlier you start the better. Once you start seeing the power of compounding it becomes addictive.
I am a qualified holistic (or fully fledged) adviser who has the desire to help my clients succeed better on their journey to financial independence. I like to partner with my clients to assist them to have clarity around their goals and to give them financial certainty. I call myself a financial GPS; it is not about the destination but rather the journey.
I love my job. Working with people to help them make smart decisions with their money is very rewarding. I look to help with financial planning as well as investment advice so that clients can achieve the goals that are important to them. A particular focus for me is socially responsible investing – investing in ethical and sustainable ways. Not only does this help clients feel good about they way they invest, it tends to line up with their values.
I’m a proud Certified Financial Planner based in Auckland but with clients everywhere. I’ve been helping people live their best lives with great financial planning for 20 years. My wife, Jude and I are shareholders in Lifetime and believe strongly in the company's values and purpose. My own retirement is a long way off and my young ones Sophie and Oliver require feeding for a few years to come so I welcome new clients!
Dealing with both risk insurance and investment I'm passionate about achieving the best outcome for my clients and often the success of the work I've done is only realised when I help clients when they most need it.....claim time! Essentially putting money in someone's hands when they need it most means I've done my job. Whether that means a health event or a comfortable retirement, I'm happy either way.
Jocelyn is a Financial Adviser with a focus on helping her clients understand money and be good with money. She provides advice on financing money when needed it, and protecting her clients from losing money when unfortunate events happen. Jocelyn enjoys working closely with her clients. She is excellent in providing a customised financial solution based on her clients’ current situation and future goals, and giving step-by-step guidance.
I am a proud down to earth Southlander, who loves the lifestyle and the people. I enjoy the great outdoors and traveling. I enjoy getting around the region meeting all walks of life. I went to Otago University to study accounting and ended up in the financial advisory trade. Being an Authorised Financial Adviser, I get great satisfaction in working alongside clients to develop a personalised road map for their financial independence and security - at each of their life stages.
First and foremost I'm a family man! As a former international cricketer I still enjoy playing and coaching. People, I love engaging with and meeting new people and finding out what makes them tick, hearing their stories. When I'm not working, I enjoy spending time with my family - somewhere on a walkway, in a park, at the beach or with some meat on the fire and a glass of red, in the company of good friends.
I love property and this is my dream role, getting the finance approved for clients to buy their first home or investment property. I love working with numbers (a chartered accountant) and am very knowledgeable on property matters (studied law/experienced property investor). It is important to take the time to understand why people want to buy a property, and to create a strategy around their 'why'.
Hi, I'm James and I'm an Authorised Financial Adviser! Sure there are lots of variables in our busy lives but ultimately there are only a finite number of levers we can pull and buttons we can push to help you reach your financial goals. I like to keep things simple for my clients and free from as much stress as I can. You shouldn't have to worry about the return on your money, but you should be able to enjoy what you can do with your money.
I am passionate about 2 things: people and how to learn more to help people. Finance is fascinating to me, so I want to know everything I can to truly empower people that I work with. In short, I'm passionate about getting better at my job, to make others better at reaching their goals and enjoying that moment when a person can sit back, relax and let out an, "aawwhh" of relief, because they got to their destination financially, emotionally, and mentally. If my clients don't get to experience that feeling, then I don't either - so we are completely in this together.
Zeke has been working in the employee benefits space for over a decade, starting out in administration and account management roles here in NZ before heading overseas. He spent time with an international brokerage in Sydney before taking a role with MLC, one of Australia's top corporate super scheme providers. Primarily working in an Account Management role, he also spent time managing operational teams and helping to design and test systems to administer group schemes.
Ian has been a passionate protector of business and family finances since 1991 when he got his first Certificate of Practice. An ALU, AFP and an Authorised Financial Adviser, Ian continually updates his skills and education in order to deliver sound, relevant advice to his risk and investment clients.
As a Financial Adviser, I can live out my passion to help you with your financial life-plan. This will get you to the financial future you dream about. People usually don’t know what they don’t know. I get excited to partner with someone to get from point A to point B with their expectations. It’s a journey, and I love to be part of that. Sometimes the journey might take us on a tangent, and that is fine, as long as we get there in the end. My experience in this industry since 2002 will stand us in good stead.
I am a Registered Financial Adviser. As such, I help people to protect what is important to them, whether it's family, or business, from the potential financial losses associated with sickness, disability or dying. With over 25 years of experience as an adviser you can rely on my knowledge and life experience to ensure that we provide the best solutions to risk management.
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.
Laurie specialises in the Risk Insurance sector in the Financial services industry. Her experience spans over 30 years. She moved to Christchurch in 2000 where
she built a strong business of her own and sold this recently before moving to Lifetime. Laurie believes it is important to work clients through a full process enabling the client to make an informed decision from a position of knowledge.
I am a veteran of the life insurance industry having started at the bottom and working my way up to senior management roles before starting my own advisory. My upbringing in a small country town taught me the value of building enduring relationships which have been an integral part of my business. I have experienced first hand the value of insurance at times of business and family crises. I love meeting new people in my role.
I have been helping people plan for their financial futures since 1992. In the early days I worked along side my father who already had over 20 years experience in this industry. You learn a lot over that time. Probably the best lesson I can pass on is if you want to be a successful investor never have to many eggs in one basket- spread them around and diversify.
I have been involved within the Financial Services Industry since 1978. Being an adviser opened up so many more opportunities to find the right solution to fit a particular situation. After 40 years I still get that buzz of helping people achieve those short, medium and long term goals. There is nothing better than helping young people achieve their dream of home ownership.
I'm passionate about helping my clients get their financial house in order and I love my role as a Life Planner / Financial Coach. I help clients assess their full financial picture, set short- and long-term goals and then make a plan for how to get there. I always compare it to travel, as if you want a travel experience and head out into the world without a plan, you will have good or bad experiences based around luck and reactiveness.
I am a big fan of good old-fashioned 'plan ahead of time' approach - be it work or everyday life! For me it is a real joy to be able to design/deliver a relevant, simple yet practical solution for a given problem. I am passionate about using my skills and experience to cater to the needs of my clients and to help them reach their life goals.
I’m passionate about my job here as a registered 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.
I am financial adviser specializing in personal insurances. My wife and I came to Marlborough in December 2018, and we have enjoyed every minute of it since we arrived from Auckland. In a smaller community there is a greater sense or belonging and people looking after each other.
Mark commenced employment with Commercial Union in 1987 specialising in Fire & General Insurance and later joined his father's business branching into Risk insurance such as Life, Income and Health cover.
I am an Authorised Financial Adviser (please do not let put you off). My passion is helping people make really good financial decisions based around who you are, what your values are and what your goals and ambitions are. I believe that when a financial plan is based around these parameters, we can look forward to a rich and fulfilling future. We are all individuals and I believe we all need our own personalised plan to achieve our own personal goals.
For the past 10 years I have worked with Mike O'Donnell of Central Brokers Insurance Limited specialising in the group market of the Financial Services industry. We merged with Lifetime Group Limited in 2018. I am now the Employee Benefit Adviser for the Wellington region, working in the team of the group insurance market of Lifetime helping our clients get the best benefits for their employees and set up employee benefit programmes.
I have been in the insurance and superannuation industry since 1970.I am a qualified Associate member of the Australian and New Zealand Institute of Insurance and Finance, as well as an Authorised Financial Adviser (AFA). The area that I specialise in is employee benefits, where I assist corporate clients with their insurance and superannuation requirements.
Hi, I'm Dave. To me life is a wonderful adventure and journey to share and enjoy with the people around me. I have been blessed with a truly special family and a career that enables me to help and guide the families I work with to achieve their goals and dreams. Life happens once, time rushes by and sometimes it just makes sense in our busy world to get some solid, dependable and trustworthy help and guidance along the way.
Commencing my career in senior management accountancy roles, I quickly found that my real passion was a love of working with people. I have been a Financial Adviser since 2009, having previously worked with three major New Zealand corporates. I enjoy sitting with my clients and uncovering what is important in their life both now and into the future, working with them to develop a plan to achieve their financial and lifestyle goals.
Like many others, there are those I love and things that count, while realising life’s a journey best spent with good people, doing things that matter and having some fun along the way. In my work-life, I have a strong feeling of commitment towards people being the best they can financially. Experience guides me towards a collaborative approach with clients, guiding and encouraging them towards sensible money risk-management.
Having had 32 years in the business I have had an opportunity to develop my skills in the areas that are of most interest to me. Those being Personal and Business Risk along with Group Employee Benefits. I enjoy talking to business owners and working with them on solutions to protect their business profitability and ownership. Over the years we have implemented many share purchase and key person contracts and witnessed the importance of having a well constructed Risk Management Plan.
Proudly born and raised in Taranaki, I have worked in the financial services industry for almost 30 years, and have enjoyed every minute of it. It is incredibly rewarding to help clients achieve their personal aspirations and financial goals. I love my job!
Born in the lovely city of Christchurch, a bit battered at present, spent my younger years in the Otago area, started working for my dad in the Grocery trade and moved into retail management for a while. finally joining the insurance industry in 1976, then later set up my own insurance broker practice, until sold to Lifetime in 2008.
Hi, I'm Matt. Who am I? Well, that's a big question but I'm a family man (first and foremost), a sports enthusiast, a board game aficionado, an avid traveler, a debateaholic and an 80's rock fanatic. I am also a financial myth buster. I love busting common financial myth and legend into easily decipherable clear and understandable language. I love turning seemingly complex problems into easy solutions and I love seeing more than anything, my clients have the choice to retire early.
Having over 10 years’ experience in the financial planning industry I have seen first hand the difference that financial stability and success has on people’s happiness and their ability to lead the lives they wish to. While my moto for every client is Save, Invest and Protect I also understand that no single approach is the right one for every single client.
Eru was born in Waiouru Military Camp and spent his early childhood years in Malaysia, Singapore, and Australia before attending Waihi Boys School and Christ’s College. He then joined the New Zealand Army, serving as a rifleman in 2/1 Battalion, Burnham. After leaving the army he spent five years travelling in Asia, Europe, North America, and Africa.
I've worked in the banking and insurance industry for more than 35 years; with the last 28 helping my clients to ensure that what's important to them, their families and their businesses is protected. It's rewarding to see how personalized planning of life, health and disability insurance benefits can make a huge difference when claim time comes around. I find it exciting how strategic planning around life insurance can play a key, cost-effective role in the successful and fair transfer of inter-generational assets, particularly in the farming sector.
I am passionate about offering sound and practical advice that help people achieve their financial goals and priorities which I so appreciate the trust they put in me to work with them to do this. I believe this is the basis of a strong, long lasting relationship. Ensuring clients have a pleasant experience working with us is important to me as well as having a good understanding of the information I provide.
I started off in Private Banking in 2004 and in total have 10 years relationship management experience within the financial industry dealing with High Net Worth and Ultra High Net Worth individuals. I believe all clients deserve world class service. Sometimes all a client wants to hear is if they will be OK. Spending time with clients to fully understand their wants, needs and aspirations makes me tick. Doing right by my clients and having the satisfaction of knowing I made a difference in their lives is why I do this job.
Hi my name is Taviri. I grew up in finance having started my first job at a bank when I was 18 and it's been all go from then. I enjoy anything to do with helping people. Especially when you see clients come in not knowing if they can achieve the goal of home ownership and the realisation that they can in their faces. And to top it off the excitement in their voice when you call up to say CONGRATULATIONS on the day they move in. That still gives me a buzz after all these years.