Specialties
- Investment Advice.
- Retirement Planning.
- Personal Risk Insurance.
- Business Risk Insurance.
About Bevan
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 a Financial adviser, I get great satisfaction working alongside clients to develop a personalised road map for their financial independence and security - at each of their life stages.
One of the best decisions I have ever made was to join Lifetime, where I have been given the opportunity to make a real difference in people's lives. In my role I am riding along with clients on their journey of life, helping them achieve and taking away the worries. In today's ever changing world, there are so many challenges and stresses people face. My focus is to help you navigate these challenges and I enjoy letting people know that they will be all right.
Being a part of team Lifetime is awesome, as I am surrounded by expert advisers and support staff who are equally passionate about our clients as I am!
My Three Golden Rules
- Having purpose is the source of happiness.
- You will get all you want in life, if you help enough other people get what they want.
- Do what is right, not what is easy nor what is popular.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.