Advice For Life
There’s a lot to achieve in a life. And we’re here to help you work out how to make the most of it – by creating greater financial certainty.
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Client Satisfaction & Feedback
We're pretty chuffed with the great feedback we've received from our clients.
Ratings
98%
Clients who said Lifetime understood their financial situation and goals.
92%
Clients who said Lifetime made it easy to understand the financial advice and make decisions.
98%
Clients who said they achieved their financial objectives with Lifetime's advice.
Feedback
It is infrequent that I meet someone I get the sense wishes to do the best they can for others in their field of expertise.
Thank you for showing a genuine interest in what I am trying to do, what would fit and not what you can get from m...
Stuart
A change of circumstances has forced me to take responsibility of my finances. Lifetime has supported me in handling this, responding promptly, providing clear, current and easy to follow data. I have had complete confidence, satisfaction a...
Alison
James Lowes was our saving grace! We own our first home because he backed us from beginning to end. He gave us a starting point, a push forward, our "where to next" every month or so, and acted as a personal cheer leader!
We also had him ...
Coralie H. & James P.
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 main...
Leanne
Having health insurance set up for me through my broker Otto Lijzenga at LifeTime has given me the financial freedom to seek the professionals that I need to help me with my condition - endometriosis. Having the specialist cover option, mea...
Claire O’Keeffe
Owner/Director, The Game Plan Gym
How Lifetime Can Help You With Your Financial Plan
Start Your Journey To Financial Independence
Get off on the right foot with a few good habits and a solid KiwiSaver strategy. With a Lifetime financial plan, we can design a road-map to achieving your goals such as home ownership, travel and family.
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Make Your First Home A Reality
Buying your first home can be tough but that becomes a whole lot simpler with a Lifetime Mortgage Adviser. As the experts on home loans, we can find you the best lender for your needs, whether it's a low deposit, new build or renovation project. We'll do the hard yards for you, negotiating to get you the best rate and structure.
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Ring Fence Your Finances With A Solid Protection Plan
Achieving your financial goals means ensuring you can ride out any set backs you may experience, This is where a financial protection plan is critical.
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Design Your Finances To Fit Your Family
At Lifetime we are proud to assist in financially securing Kiwi families. When it comes to financially protecting what you love, family always come first. Should accident or illness strike and impact your income, there are solutions to ensure your living expenses and mortgage payments continue, to ensure you can access quality care quickly and, most importantly, to ensure you have the time you need.
Grow Your Wealth With A Sound Investment Strategy
At Lifetime we pride ourselves on our personalised investment advice. Because by taking the time to understand your life – both where you are now and where you’re heading – we can design a personalised investment programme that really works for you.
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Stay On Track With A Financial Review
Whether you've veered off course or are not sure which fork in the road to take, we can assist with your financial accountability. Lifetime Financial Advisers are the experts in reviewing and designing a solution that provides the financial plans and protection you and your family need, and ensuring it stays current with your life stages.
Retire The Way You Desire
We’re all about looking to the future in order to make the best decisions now. Whether you have a specific goal in mind, or you simply want to make the most of your money, we’ll tailor the ideal financial plan to protect your lifestyle and grow your wealth. No one wants to work forever. Planning for your retirement now will ensure that you get to enjoy your golden years without significant financial problems.
Do You Have a Toxic Relationship with the Phrase “Treat Yourself”?
The phrase “treat yourself” has become a modern mantra. It’s a great way to celebrate a milestone, reward a job well done, or break free from your everyday routine. However, when it comes to our bank accounts, treating yourself can sometimes cause more harm than good.
One small indulgence leads to another, and before you know it, the lines between self-care and overspending blur. You might walk away from the register with a bag in hand but a sinking feeling in your stomach. Sound familiar?
Scroogenomics at Christmas: Finding Joy Beyond ‘The Extravagance’
Gazing through the dimly lit windows of his modest office, Ebenezer Scrooge pondered the modern-day Christmas, “Ah, Christmas – each December, a tide of frivolity sweeps the world, with consumers collectively parting with an estimated $1 trillion globally on holiday spending.”
Reflecting on this, the Scroogenomist wonders, “What if Christmas were not marked by gaudy extravagance, but by acts of kindness? A season where gifts are not measured by their price tags, but by the care and thoughtfulness behind them. A handmade scarf, a heartfelt letter, or simply the gift of time – all these carry more value than gold. How uplifting it would be if people prioritized what truly matters: love, compassion, and the joy of giving.”
Lifetime Book Club: Enough by John C. Bogle
Welcome back to the Lifetime Book Club! As we wind down the year, this month’s pick is Enough: True Measures of Money, Business, and Life by John C. Bogle. This reflective and thought-provoking book challenges us to rethink what we value most, making it a perfect December read for anyone looking to reflect on the year that’s been.
People First
Integrity
Teamwork
Courage
