Born in Christchurch as number 5 out of 6 kids and a Cantabrian through and through - yes we are catholic :-). Three older brothers instilled a resilience that has stayed with me. This, and my mother'...
People are my passion and client satisfaction is my aim! I want to help younger people to not make the same mistakes I did! I want to help others make good decisions which will benefit them in the fut...
I have been involved within the financial services industry since 1978. Being an adviser opened up so many more opportunities to find the right solution to fit a particular situation. After 40 years I...
Kia Ora, I'm Ken and I was born in Holland but raised in Christchurch and am now proud to call myself a Kiwi. My career within the finance industry started with Westpac in 2019 and later transitioned ...
Starting my professional career with one of the largest KiwiSaver providers, I quickly discovered my passion for investments and learned the ins and outs of KiwiSaver and how KiwiSaver providers work....
I have a particularly broad but deep set of skills; skills I have acquired over a very long career as a business owner. Skills that make me an asset for my clients as a financial adviser.
I’m a proud certified financial planner based in Auckland but with clients everywhere. I’ve been helping people live their best lives with great financial planning for 20 years. My wife, Jude and I ar...
I'm a CPA with a passion for accounting and tax. I spent many years being a commercial accountant but I've found my potential in public practice. Being a trusted business advisor for my clients, and h...
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 U...
Hi, I'm Dave. To me life is a wonderful adventure and journey to share and enjoy with the people around me. I have been blessed with a truly special family and a career that enables me to help and gui...
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 emplo...
Hello, I am Lily. I started my financial services career in 2016. I specialised in risk insurance. I endeavour to help more and more people to achieve their financial goals with my knowledge and finan...
I’m originally from India, and I came to New Zealand in 2016 with a sense of adventure and a plan to dive into winemaking. With a chemistry background, I spent over six years in the wine industry, lov...
I am a Financial Adviser having worked in the financial services industry since 1989. I strive to add value to all my client relationships by taking the time to really understand what is most importan...
I'm Nicola, currently based in the Christchurch office. Born and bred in Timaru and returned in 2010 after spending almost 10 years in London. I entered the insurance industry in 2004 as part of the p...
I am financial adviser specializing in personal insurances. My wife and I came to Marlborough in December 2018, and we have enjoyed every minute of it since we arrived from Auckland. In a smaller comm...
I was born in Waiouru Military Camp and spent my early childhood years in Malaysia, Singapore, and Australia before attending Waihi Boys School and Christ’s College. I then joined the New Zealand Army...
I am a financial adviser who is passionate about helping people to visualize their financial journey. I encourage everyone to have a personal financial plan - the earlier the better - as it is never t...
Hi, I'm Tina Turner and no I'm not the singer. I'm a Mum, Wife and Nana, so I have a lot of life experiences to share. I'm a positive outgoing person and always have a smile on my dial. After work, I'...
I want to use my wisdom, experience and love of people to inspire them to start designing the life they want through creating financial freedom. Helping people to gain clarity about what it is they wa...
I was born and raised in Sri Lanka. I started my career at 19 as an intern in the banking & finance industry. Fast forward a few years, I moved to New Zealand and specialized in property investment an...
I’ve been a part of the financial services industry for the last 10 years, navigating the unique financial landscape of Aotearoa. I’m a certified Financial Adviser specialising in employee benefits, w...
I am a qualified financial adviser with over 30 year experience (but please don’t let that put you off). Because my passion isn’t about money - it’s about building a plan.
Hello, my name is Bruce, and I like helping people make good decisions about life. I enjoy helping people make sensible decisions about money management and wealth creation. I specialise in people rel...
An accountant by profession Mother to a 10 year old boy. I enjoy spending time with my child, visiting new places, playing badminton and reading - whenever I get time.
I have over 25 years of experience as a personal investor in financial markets and can draw on a wealth of personal and family experiences, as well as my six years working in Investment Advice. I know...
Hi there. I hail from beautiful Motueka (Nelson tries to claim the highest sunshine hours) in the South Island, a true Southern boy but have made Wellington my home. I have over 20 years in the financ...
Hi, I'm Margi. I'm originally from South Africa and have lived in New Zealand since 2007 and love the lifestyle that Mount Maunganui offers my family and me. I'm passionate about helping people create...
I am a passionate individual who loves to spend my free time tending to my beautiful garden and staying active through exercise. I am a loyal employee of Coombe Smith, having dedicated 18 years of har...
I lived in Melbourne where I spent 20 years of my life, before moving back to my homeland Christchurch in 2018 where I was born and raised. I have over 10 years of customer service experience and I am...
I love property and this is my dream role, getting the finance approved for clients to buy their first home or investment property. I love working with numbers (a chartered accountant) and am very kno...
I love my job. Working with people to help them make smart decisions with their money is very rewarding. I look to help with financial planning as well as investment advice so that clients can achieve...
I come from a very diverse background and bring a wealth of experience to my role. I have served in the Royal New Zealand Navy, worked in the mining industry in Western Australia, and have grown up in...
Dealing with both risk insurance and investment, I'm passionate about achieving the best outcome for my clients. Putting money in someone's hands when they need it most means I've done my job. Whether...
Hi my name is Taviri. I grew up in finance having started my first job at a bank when I was 18 and it's been all go from then. I enjoy anything to do with helping people. Especially when you see clien...
Hi, I’m Gavin, based in Palmerston North, I first came to the area 20 years ago while working in aviation before deciding to follow my passion for personal finance and investing. I believe everyone sh...
Ross loves property, and personally invests in residential long term holds, residential subdivisions and development, Commercial property trading, Commercial property long term holds and in the past d...
I am passionate about offering sound and practical advice that help people achieve their financial goals and priorities. I so appreciate the trust clients put in me to work with them to do this. I bel...
Grant is a proud Wellingtonian who offers all his customers a responsive and accessible service where you, the customer, always come first. Having spent his entire working career in the insurance indu...
I am a seasoned financial adviser, proud to be able to create greater financial certainty for my clients every step of the way. I find true meaning and purpose in ensuring that my clients and their lo...
Hi, I'm Paul, I am a Financial Adviser with over 25 years’ experience in the financial services industry. I’ve worked in institutional banking overseas, rural banking in Marlborough, property conveyan...
I am a dedicated financial adviser specialising in investment and personal risk management. My passion lies in helping individuals navigate the complexities of financial management, ensuring their fut...
Hi, I’m Angela and I’m Christchurch born and bred having lived here all my life. I started my career in financial services and from there moved into the insurance sector in 2005. I have seen so many c...
My role is to make sure things run like clockwork in our mortgage business. Having been with the company for nearly 10 years I have a vast knowledge of how the company runs overall. The majority of my...
Hi, I’m Jamie. I live in North Auckland and enjoy the beach lifestyle with my family including two very active young children. I am a huge sports fan with my main passions being Golf & Football. I hav...
Hello there, I'm Johan Fritz – your partner for life's financial journey. Armed with a Bachelor's in Economics and a treasure trove of financial know-how, I'm here to accompany you every step of the w...
I am a Financial Adviser (please do not let that put you off). My passion is helping people make really good financial decisions based around who you are, what your values are and what your goals and ...
Hi, I'm Malesa. I was born in Japan but grew up in New Zealand in the sunny Bay of Plenty. I studied accounting at the University of Waikato in 2009 and have worked a few different firms. I have been ...
I'm Brett Lipsham, Born and raised in Auckland. My journey in the financial services industry began in 2012. I have an extensive background in the Commercial and Domestic insurance space through sales...
I have worked in the group market for the financial services industry for over 10 years, joining Lifetime in 2018. I am now the Group and Employee Benefits Specialist for the Wellington region, workin...
Hi, I'm Todd, I am a Financial Adviser for over 25 years experience and worked in the United Kingdom (11) and New Zealand (14 +). My personal focus is helping people make informed choices and unders...
I am a financial adviser who works with families and individuals to make smart money decisions. I believe that everyone needs a trusted person to help guide them on their financial journey.
Hi, I’m Christine, born and bred in Christchurch. Although I’ve lived here and there over the years, this is my home; the place where I feel the greatest connection. I've been in the financial industr...
Having over ten years’ experience in the financial planning industry, I have seen first-hand the difference that financial stability and success has on peoples' happiness and their ability to lead the...
I am a financial adviser who works with everyday people like you and me to realise your financial goals and dreams. It’s not just about money. It’s about you, your passions in life, your family and yo...
Born in the lovely city of Christchurch, a bit battered at present, spent my younger years in the Otago area, started working for my dad in the Grocery trade and moved into retail management for a whi...
I have over 29 years experience in the financial industry, providing advice on both personal and business risk insurance.
In 2007 I achieved the Millions Club with Fidelity Life, with over a million...
Proudly born and raised in Taranaki, I have worked in the financial services industry for almost 30 years, and have enjoyed every minute of it. It is incredibly rewarding to help clients achieve thei...
I am very excited to be part of the Lifetime team. Having worked in banking most of my working life, I have been really lucky to work alongside some of the most professional and successful advisers in...
I have been part of the financial services industry for over 16 years and like to take a holistic approach with my clients considering a broad range of financial advisory areas to assist them in achie...
I am a Filipino, born and raised in the Philippines. I am a nurse by profession, but my heart keeps pushing me back to the point I started 13 years ago as a Financial Adviser again. I am a family-orie...
Hi, I'm James and I'm a Financial Adviser! Sure there are lots of variables in our busy lives but ultimately there are only a finite number of levers we can pull and buttons we can push to help you re...
Our industry is about helping people and businesses make informed choices. My purpose is to make positive changes and to add value through my client's life stages. This may mean protecting your family...
Hi, I'm Melody. I look after our Employee Benefits team – helping business and corporate clients to set up their employee benefits programme. A programme that is valued by employers and employees, thr...
I help people to protect what is important to them, whether it is family, or business, from the potential financial losses associated with sickness, disability, or dying. With over 25 years of experie...
I have been helping people plan for their financial futures since 1992. In the early days I worked along side my father who already had over 20 years experience in this industry. You learn a lot over ...
I have just over eight years’ experience in the insurance/financial world. Starting out in the industry with Southern Cross Medical Care Society & more recently as the Lifetime health insurance advise...
My expertise as a Financial Adviser lies in crafting tailored financial plans, providing Personal Insurance advice, and Investment advice which includes my extensive knowledge of KiwiSaver.
My appro...
I was born in the UK and grown in NZ. I have spent my working life in sales and service, and managed a vast range of client expectations. I entered the financial services industry in 2007, initially a...
I'm Tongan, born and raised in the beautiful island of Ha'apai. I have a growing passion for tax and accounting with hopes of getting Charted in the near future. With my wealth of experience in the in...
