Jonathan Lewis


Group & Employee Benefits Specialist


BCom Economics & Management


M: 021 492 144 |

Specialties

  • Helping clients secure their financial futures through asset protection.
  • Providing free advice on insurance plan structures.
  • Tailoring insurance to clients specific needs.

About Jon

Hi I’m Jon.

As a specialist adviser in the employee benefits team, I am actively involved with local companies, aiding the decision makers and group members of group schemes at every level. I also work with employers throughout the process, right through to claims for their staff and ensure communication to members at a level that makes sure the employer is recognised for the provision of the benefits they offer. I am married with two children and am an avid social sportsman when time allows.

My Three Golden Rules

  1. Starting is easy when you look back on it.
  2. A goal without action is just a wish.
  3. What's hard to do is generally worth it.

 

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.

Get In Touch

Contact Jonathan on 021 492 144  |  jonathan.lewis@lifetime.co.nz or alternatively send us an online enquiry below.