Advice For Life
We are here to help you make the most of your life.
By working together, we will build greater financial certainty — with personalised financial advice for every stage of your journey.
How Lifetime Can Help You With Your Financial Plan
KiwiSaver
Start your KiwiSaver investment 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.
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.
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
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.
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.
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.
Client Satisfaction & Feedback
We take pride in the great feedback we receive 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
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
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
It was an absolute pleasure dealing with Emily. She set us on track financially and used plain language to do so. The biggest upside was the security that comes with having a sound financial plan going forward. Sharing your finances is a ve...
Emma Bailey
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
Lifetime Book Club: Happy Mind, Happy Life by Dr Rangan Chatterjee
Sometimes the biggest changes come from the smallest habits.
That’s the core idea behind Happy Mind, Happy Life by Dr Rangan Chatterjee.
In a world full of life hacks, wellness trends, and pressure to “optimise” everything, this book feels refreshingly human.
It’s not about perfection. It’s about feeling better, thinking clearer, and creating a life that feels a little lighter, one small step at a time.
Market & Portfolio Update: April 2026
Global share markets rebounded strongly in April, despite continued geopolitical uncertainty. US share markets recovered sharply from earlier losses, with the S&P 500 recording one of its strongest monthly gains in several years. The rebound came as investors reassessed the likelihood of more severe outcomes from the Middle East conflict and refocused on company earnings and longer‑term growth prospects.
Lifetime Book Club: Same as Ever by Morgan Housel
It’s an old idea. But Morgan Housel brings it to life in a way that feels fresh, relevant, and surprisingly practical.
In a world obsessed with what’s next, new technology, market shifts, global uncertainty, Same as Ever flips the script.
Instead of asking “what will change?”, it asks a better question:
What won’t?
People First
Integrity
Teamwork
Courage
