Search Results

Many, many years ago Brenden left school and worked as a survey and land information draftsman for about 10 years. After this he was a courier driver around the Wellington CBD for 5 years until he was offered the position to run the courier fleet of 55 drivers. All of this gave Brenden the skills & knowledge to understand self-employment (as well as larger businesses) and he now uses this vast experience when assisting others to achieve financial security.

• Office: Wellington

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.

• Office: Invercargill

With 20-plus years in the insurance industry, Emmett thrives in the role and responsibilities of advising individuals and businesses how to protect themselves, their loved ones and colleagues with life insurance solutions. Emmett is an advocate of innovation and has been at the forefront in piloting the delivery of new and industry-leading life insurance processes to customers. Emmett is a keen mountain-biker and with his wife Val, makes the most of the many outdoor activities the Nelson region offers.

• Office: Hardy St, Nelson

I help families and businesses ensure that they are protected in times of unexpected health events which threaten cash flow. I understand that people and revenue are the lifeblood of every business. My job is to ensure you get cash at the right time, to the right place and the right amount.

• Office: Christchurch

As a community focused individual John finds it particularly rewarding working with young families and small businesses. He displays an enthusiasm for success with a great level of professionalism.

• Office: Christchurch

With a degree in Economics and Management from Canterbury University and a first-hand understanding of the benefits and pitfalls when you aren’t protected correctly Jonathan prides himself on a client first approach to risk insurance, ensuring everyone has the correct coverage to protect both themselves and their family when they need it most.

• Office: Christchurch

Whether you are a first time home buyer or a seasoned property investor, the process of finding the right mortgage can be fraught with stress and emotion.

• Office: Hardy St, Nelson
• Trafalgar House, Nelson
• Blenheim

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.

• Office: Timaru

Two of Mike’s most dominant values are:

- To help other people achieve their goals and solve their problems
- To go the distance, once a task is commenced then he does not give up and gives it his best shot.

• Office: Invercargill

Peter started in the insurance industry in 1976 as an agent for an established company called Prudential Life. In 1988 he established his own brokering business, which he then sold in 2009 to Lifetime which is where he’s been ever since.

• Office: Cambridge

Robbie has been involved within the Financial Services Industry since 1978. His career commenced with the ANZ Bank and specialised in Rural &Commercial lending. In 1997 he purchased an interest in Brian Staniford &Associates Ltd, a South Canterbury based Insurance business and this business merged with Lifetime in 2007.

• Office: Timaru

Steve has worked in the financial services industry for over 25 years. Steve has gained his Graduate Diploma in Business Studies and Personal Financial Planning from Massey University. As a Certified Financial Planner he enjoys helping clients in most aspects of their personal financial needs however working with the Lifetime has helped him to now focus more on investment and retirement planning.

• Office: Timaru

Ian specialises in mortgage advice having built up a large client base since settling in Nelson about 20 years ago. Prior to that he built up a depth of lending industry knowledge, moving around New Zealand in adviser roles with ANZ bank. Ian understands the need for specialty advice to help people make choices within the home mortgage market given the wide range of products on offer. He has access to more than 20 different lender packagers.

• Office: Hardy St, Nelson

Kay has a passion for helping South Canterbury families with insurance options having forged many links in the province she has been born and bred in. She has always related well to people, including the wide array of clients she covers from Oamaru to Ashburton. Kay enjoys working for herself and interacting with her customers both on a social level and in giving advice on their insurance needs.

• Office: Timaru

Taviri has spent most of his working life in banking and mortgage advisory roles, having moved to Christchurch in 1998 from Papua New Guinea where he had started with the multinational Westpac bank. He decided to settle with his Kiwi wife Tahlia in the Garden City, where he has spent further time with both Westpac and also with SBS Bank.

• Office: Christchurch

Kelvin draws on his tremendous knowledge of the wider banking, investment and insurance advice sectors in his daily work. His career began in 1983 with the Southland Savings Bank, a regional organisation that later became part of the Trust Bank network. Kelvin took on a number of banking roles offering residential and commercial lending and mortgage advice as well as insurance options.

• Office: Christchurch

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.

• Office: Queen St, Auckland
• Takapuna, Auckland

Melody leads and manages the area of employee benefits – helping business and corporate clients to set up their employee benefits programme. A programne that is valued by employers and employees, through group risk, group health, group superannuation and financial education programmes. She believes that everyone benefits from having a trusted person to help them on their financial journey.

• Office: Wellington

Peter started in this industry in 1987 as an AMP agent and since then he has continually improved his knowledge and skill levels which recently culminated in attaining a level 5 Authorised Financial Adviser certificate and License. After many client situations and payouts he has a tremendous belief in his industry and the solutions it can offer.

• Office: Christchurch

Ian has been a passionate protector of business and family finances since 1991 when he got his first AMP 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.

• Office: Christchurch

Kevin is an experienced adviser who has been working in the insurance and investment industry since 1988. Kevin was a partner in Argent Financial Services, an insurance and investment business, which continues to operate as a subsidiary of Lifetime Group, a full service financial advisory.

• Office: Christchurch

"Contributing to my clients’ long term wellbeing is immensely satisfying. Everyone is unique and deserves the opportunity to tell their story to someone who cares, listens intently and understands their position and desired outcomes in the event of a serious health issue".
Travis believes providing choices and options to his clients is a key part of the advice service. He states that everyone’s situation is different and tailored advice for each and every client is what he does.

• Office: Christchurch

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.

• Office: Manawatu

Allan started within the financial service industry in the 1980’s and holds NZ Diploma in Life Insurance and is CLU AFP and an Authorised Financial Adviser.

• Office: Christchurch

With over 15 years of experience in the finance industry, Mark is well placed to give expert advice over almost any area. Beginning as a bank officer and moving on to home loans, Mark learned a great deal about what makes the kiwi family tick. In 2013 he moved to Risk Insurance and truly found his calling. As an adviser Mark is able to put his clients first and create long term relationships which ensure that his financial advice will stay relevant to their long term needs.

• Office: Wellington

Radhika started her career as a Microbiologist before pursuing a career in finance in the non-advisory space. She has worked in various areas of finance some of which are personal loans, auditing, recruitment and dispute resolution. Whilst she always believed financial literacy was important she did not pursue this aspect of finance until her husband was diagnosed with cancer and then later passed away leaving her to raise their two young boys. For her it highlighted the fact that life’s journey is not always as smooth as we want it to be. Unexpected events happen that can stop us from living every day to the fullest.

• Office: Mt Eden, Auckland

When you meet Bourke, you instantly understand why he is respected within the insurance industry. With over 40 years’ experience, which has seen him start at the bottom and work his way up to senior management and later into starting his own advisory. His upbringing and experience have given him a deep-seated belief in the value of life insurance products as a means of providing money when the need is greatest, and this is generally at a time of business or family crisis.

• Office: Queen St, Auckland

Clive specialises in securing finance to assist with property purchases, and is committed to a high level of service in ensuring that any lending solution is tailored to meet your financial needs and goals. Clive is in the business of providing a positive experience, and finding the best possible solution. This process often starts with the simple question, “how much can I borrow?”.

• Office: Cameron Rd, Tauranga

Janet has been in the insurance industry for over 10 years now and comes from a previous career in the health. She loves meeting people from all walks of life but most of all she enjoys being able to provide some financial support to clients during some of the worst times of their lives.

• Office: Cameron Rd, Tauranga

Born in the UK and from West Auckland I have worked in a variety of fields dealing with people from all walks of life. For years I worked in the corporate environment providing tailored solutions to a wide range of businesses and helping them to achieve success in their goals. From there I learned that we all share a common need for safety, financial security and good health for ourselves and the people we care about.

• Office: Queen St, Auckland

Coming from a Career in Real Estate, Josh has a real passion for property. A Tauranga local that has spent his time growing up in the Bay, Josh comes with a wealth of knowledge to help you with your next step, whatever that may be.

• Office: Cameron Rd, Tauranga

I have an unusual business in a not so unusual industry. I help people with solutions when they live too long, die to young or when they are unable to work. I’m Lydia. I’m a Financial Adviser.

• Office: Christchurch

Garry has been working in the insurance industry since 1988. He is an AFA and continues to further his professional development. His main areas of expertise are in both business and group risk.

• Office: Queen St, Auckland

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.

• Office: Invercargill

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.

• Office: Timaru

Alvin is a very experienced adviser. He is good at recommending suitable policies and assisting clients to make claims. He also has a sound reputation of comparing policies and finding out the one with best value for clients. Not everyone needs or can afford every insurance. Alvin is skilled of helping clients realize their protection requirement priorities when budget is a constraint which is always the case.

• Office: Christchurch

Mike O’Donnell has been an insurance professional since 1970. He is a qualified associate member of the Australian and New Zealand Institute of Insurance and Finance. Mike is also an Authorised Financial Adviser. Mike specialises in the area of employee benefits – helping corporate clients with their group risk and group superannuation benefit requirements.

• Office: Wellington

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.

• Office: Mt Eden, Auckland
• Takapuna, Auckland

Having been with the company over 16 years, Sam has a great deal of experience and over $70 million of private funds under his management. Sam is charismatic and an excellent public speaker who is great at motivating people to improve their financial behaviours.

• Office: Queen St, Auckland
• Mt Eden, Auckland

Bruce is an experienced adviser who has 20 years’ experience in the New Zealand financial services industry, this strong background enables him to assist clients with their current and future investment planning. Bruce has a passion for working with clients to ensure they get practical financial and investment advice that is relevant to their goals.

• Office: Cameron Rd, Tauranga

Otto has been a risk insurance adviser since 2003. He has gained a lot of experience in personal insurance risk, shareholder and key personnel risk, and medical insurance.

• Office: Blenheim

Claire is originally from the UK and married to a Kiwi, she has lived in London, Asia, Japan and New Zealand. Claire is an experienced adviser who has 30 years of working in the Global Financial services industry, which has included 20 years as an Asian Equity Stockbroker in Global Investment Banking, and 10 years running a UK Wealth Management practice under one of the largest financial planning companies there. This strong background enables her to assist clients with their current and future investment planning using a holistic approach.

• Office: Mt Eden, Auckland

Cathy is an AFA and joined Prime Planning as a Client Adviser in 2009 which merged into Camelot in July 2009, then Lifetime in 2018. About a quarter of her time is currently involved in overseeing the accounting roles in Camelot. She also is able to use these skills in her dealings with clients.

• Office: Cameron Rd, Tauranga

Basie Smit has a long history of assistings families with their personal insurance and investment needs, having joined the industry in 2002. His 28-year background in retail, design and manufacturing as well as marketing management was great training ground in ascertaining people’s needs. Basie is a member of the Chamber of Commerce in Tauranga and very community focused.

• Office: Cameron Rd, Tauranga

Greg is a Chartered Accountant. He worked for AMP in their Accounting Division where he managed the taxation affairs for the AMP Group for nearly 10 years. A 4-year stint for a boutique share broking firm gave Greg a well-rounded initiation into running the back office, also as well as being responsible for accounting and compliance functions.

• Office: Cameron Rd, Tauranga

Trish has been with the Lifetime Group since 2005, originally through Camelot. Trish has more than $30 million of funds under management, which are invested both privately as well as through Business Superannuation and KiwiSaver funds. Trish is one of 34 Authorised Financial Advisers in New Plymouth. Trish is also a Certified Financial Planner, Chartered Life Underwriter and holds a Bachelor of Business Studies, which she obtained whilst employed by Camelot. Her clients range from businesses who require group saving and risk protection solutions, to individuals and families who wish to protect themselves and their financial futures.

• Office: New Plymouth

I am an Authorised Financial Advisor (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.

• Office: Manawatu

Anita has been part of the financial services industry since 2005, joining Camelot as an adviser and partner in 2010. She has over $20 Million under management and is highly qualified to give her clients expert advice in investments, risk protection for both business and personal needs, plus retirement planning to name a few advice areas. Anita has the distinction of being the first IFA member in New Zealand to achieve the new Certified Life Underwriter designation, and more recently received the Certified Financial Planner designation.

• Office: Napier

Tony is an Authorised Financial Adviser and has over 25 years working in the financial services industry working for AXA New Zealand and AMP New Zealand. His speciality has been business, government and personal superannuation. Over the past year, he has been working as an adviser providing advice on personal risk.

• Office: Wellington

Joe is an Authorised Financial Adviser, the Discretionary Investment Management Service (DIMS) Manager, and Chairman of the Investment Committee for the company. Joe was formerly the Head of Investment Solutions at Grosvenor Financial Services Group. Prior to that, he spent eight years developing the investment offering for Goldridge Wealth Management.

• Office: Wellington

Hans is an Authorised Financial Adviser and was the founding Director of van der Wilt Financial Ltd which he established in 1999 following nine years with National Mutual Life. Hans merged his company with Camelot in 2008. In working together with clients, Hans enjoys helping with personal and business risk, where he can use his experience to find his clients the best financial solutions.

• Office: Wellington

Michael is an Authorised Financial Adviser with over 17 years in the industry working most of those years for Tower Financial Advisory Services and in his own business MH Financial. His focus is on developing solutions that are designed to enable clients to attain their financial objectives in life and adding value in the process.

• Office: Wellington

James has over 30 years’ experience in Banking and Financial services, including 18 years providing insurance and investment solutions to clients of two of the UK's leading financial institutions, Lloyds TSB Group PLC and Barclays PLC. James moved to Nelson in 2002 and in 2005 became a shareholder and Director of a local advisory firm. In 2009, James merged this business into Camelot to become one of the foundation partners.

• Office: Trafalgar House, Nelson

Pam has been involved in the insurance and investment industry since 1992. She is a member of the Lifetime Insurance Committee. She started her career with National Insurance Life and Health Limited as a health insurance adviser, and in 1993 became an insurance and investment adviser with Woodward Insurance Brokers.

• Office: Trafalgar House, Nelson

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".

• Office: Trafalgar House, Nelson

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.

• Office: Christchurch

Christine has a history of excellence in financial services. While at Citibank she won the Citicorp Service Excellence Award, granted to 2 people worldwide each year for outstanding service to customers. She also worked as a mortgage broker for ten years. Having experienced the Christchurch earthquakes, Christine wanted to help with the rebuild and worked at EQC helping people put their lives back together.

• Office: Christchurch

After 14 years as GM of a large indoor sporting complex, completing a BA majoring in Political Science and Graduate Diploma in Business Studies with an endorsement in Personal Financial Planning and formal AFA Certification, Matt’s transitioned to a full-time role with Camelot where he enjoys the personal interaction with Clients, breaking down industry jargon to everyday terms which are easily understood and focusing on building long-term partnerships.

• Office: Christchurch

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.
Food from the sea, a beautiful lake to swim in, mountains to ride your bike up and mountains to ski down on, makes for a great lifestyle.
“My advice to clients is; planning your wealth to meet your lifestyle.”

• Office: Queenstown

Martin is an Authorised Financial Adviser and has been in the industry for over 16 years. He has practised internationally in both the business and the private sectors for major banking institutions such as ABSA(Barclays) and HSBC. He has been a member of the Financial Planning Institute of South Africa since 2002, Martin also holds a Bachelor of Social Science, a Master’s in Business Administration as well as a Post Graduate in Financial Planning, assuring his clients of a thoroughly professional service.

• Office: Mt Eden, Auckland

Sue has been involved in the finance and insurance industry for most of her working life which has included time at banks and major insurance companies. Now a Registered Financial Adviser, for the past 25 years Sue has focused on the many benefits that life, health and disability insurance brings individuals, families, and businesses. Sue enjoys taking the time to work with her clients to ensure that what’s important to them is adequately protected.

• Office: Invercargill

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.

• Office: Bayleys House, Auckland

Isaac completed his studies in the Financial field in 2014 and has since had first hand experience working for the share market operator, The NZX, along with 18 months working for New Zealand's largest general insurer IAG. He has built up a wealth of knowledge to assist his clients in making smart financial decisions,

• Office: Queenstown

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.

• Office: Queen St, Auckland

Khanin started his career in financial industry back in 2009 after graduating with a Postgraduate Diploma in Business Finance from Indian Institute of Finance in India. He continued working as an Analyst for multinational banks like Bank of America and HSBC until he moved to New Zealand in 2012.

• Office: Invercargill

Bevan trained and worked as a farm accountant in Gore from 2009 till 2010. In 2014, Bevan completed his Bachelor of Commerce degree at Otago University. Soon after, he had the opportunity to follow his true passion in investment advisory, working in private wealth and banking from 2015 to 2018.

• Office: Invercargill

Since graduating from Canterbury University, Nic has had a varied career including travel, starting and running a small business for 10 years and raising a family which has given him a unique set of experiences and the opportunity to interact with people at all stages of life.

• Office: Christchurch