A Different Kind Of Financial Advice

Lifetime. It’s a little word with a pretty big meaning. And because you only get the one, it’s good to know that there’s now a single place for financial advice covering all the ‘must haves’, the ‘would likes’ and the ’what if’s’.

We get that money means different things to different people. But we all agree that it’s better to have it, than not. Our services start with a chat, and end with an action plan, using our insights and our know-how to help you kick some real goals. All so you can build a better life on the journey ahead. For a lifetime.

How Lifetime Can Help You With Your Financial Plan

scooter

KiwiSaver

Start your KiwiSaver journey with confidence.

KiwiSaver is more than just a savings account — it is a key part of your long-term financial plan. Whether you’re aiming for your first home or a more secure retirement, we will help you build a strategy that supports your goals and grows with you.

Find out more
refinancing

Home Loans

Secure the right mortgage with expert advice.

Buying a home is a major financial step — and the right lending strategy matters. Whether you’re a first-home buyer, moving up, or investing, our advisers will guide you through the process and help structure a home loan that fits your long-term goals.

Find out more
testing ss

Personal Insurance

Confidence through every stage of life.

Whether you’re protecting your income, your health, or your family’s future, we provide expert, impartial advice to help you choose the right insurance cover. As life changes, we ensure your protection plan changes with it — and we’re here when it counts

Find out more
Investments

Investments

Grow your wealth with a clear, personalised strategy.

Whether you are saving for the future or looking to make your money work harder, we help you invest with confidence. Our expert advisers design tailored investment plans and adapt them as your life evolves.

Find out more
cruising

Financial Planning

Clarity and confidence for every life stage.

A good financial plan connects today’s decisions with tomorrow’s goals. Whether you’re just starting out or planning for retirement, we will help you map out a clear, personalised strategy and adapt it as life evolves.

Find out more
Business advice

Business Advice

Strategic financial guidance for business owners.

Running a business comes with complex financial decisions. We work with you to protect what you have built, plan for growth, and prepare for the future — with expert advice tailored to your business and personal goals.


Find out more

Client Satisfaction & Feedback

We're pretty chuffed with the great feedback we've received from our clients.
Overall Client Satisfaction (4.7)
Ratings
Feedback
Meet Your Local
Team
Meet The Team
preview image - Lifetime Book Club: Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton

Lifetime Book Club: Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton

“Money can't buy happiness – unless you know how to spend it.”

That’s the heart of Happy Money. This isn’t your usual guide to budgeting, saving, or investing. It’s a fascinating, research-driven look at how to turn spending into something that genuinely makes you feel good – not just for a moment, but in a meaningful, lasting way.

27 August 2025 by Lifetime in Lifetime Book Club
preview image - The Biggest Mistake Existing Property Investors Make

The Biggest Mistake Existing Property Investors Make

Are you asset-rich but cash-poor? This is very common for a lot of existing property investors who purchased before or during the last property boom and experienced significant gains in property values.

20 August 2025 by Ross Barnett in Property Investment
preview image - Using Your Home to Grow Your Wealth: How to Leverage Equity to Buy a Rental

Using Your Home to Grow Your Wealth: How to Leverage Equity to Buy a Rental

You have worked hard to buy your home. Paid the mortgage, watched the value rise, and chipped away at the balance over time. Now you might be wondering: can this be the foundation for something more?

If you have built up equity in your home, the answer might be yes.

13 August 2025 by Sarah Maclennan in Home Loans

Our Guiding Principles

Creating greater financial certainty.

value1
People First
value2
Integrity
value3
Teamwork
value4
Courage
continuous improvement 2
Continuous Improvement