Lifetime Takapuna - Takapuna

About Lifetime

Our purpose is to create greater financial certainty through all life stages. We believe everyone deserves to have access to honest, tested, life-enhancing advice to make good money decisions, for the betterment of their today, and tomorrow.

We all know money doesn’t buy happiness, but it can buy time and opportunity. Financial prosperity and protection should not be exclusive to those with connections, affluence or a particular surname. 

We believe everyone deserves a chance to realise their goals in life, and with great advice, we’re here to help you do just that. Because success can’t always be measured in wealth; your goals define our success.

We understand life can be a bit unpredictable, so we bring together a unique set of skills to help provide clarity and insight for your financial future. 

One such skill all our advisers have; listening. We are here to understand your goals in life and learn what is important to you about money. Only then can we tailor a plan specific to your needs. You can be assured that when you are working with a Lifetime adviser, you are in the care of an entire team of experienced professionals.

Whether you are just getting started with KiwiSaver, planning to buy your first home, protecting your financial position, or looking to grow your nest egg – we can design a personal financial plan for you. Each life is unique, so should be your financial strategy.

In today’s world of information, everything is at your fingertips. It can seem easy to find out what you think you need to know about financial planning. The hardest part is knowing if you are making the right decisions. At Lifetime, we will answer the questions you didn’t know you had to ask.

We deliver this through a wide range of financial services, including:

• KiwiSaver structure and management.
• Personal and business insurance for life, health and income.
• Residential, investment and commercial property lending.
• Investment and wealth management.
• Financial and retirement planning.

We deliver this with our Advice For Life philosophy; working in partnership with our clients to ensure your financial plans keep pace with your life. For the ‘must haves’, the ‘would likes’ and the ‘what ifs’, through the ups and the downs, for your lifetime.

Our Story

With roots in New Zealand financial services since the 1980s, Lifetime has grown and evolved over the decades. With a passion for quality advice at the heart of all we do, Lifetime has attracted a number of partners over the years who have merged into the Lifetime of today.

Though the name may have changed over the years, the ethos has always remained the same – creating greater financial certainty for clients through all life stages.

Today, Lifetime employs over 140 people in 14 locations throughout New Zealand. As a market leader in financial advice, Lifetime is proud to have advised over 100,000 clients and currently manages $1.5 billion in investment funds.

Learn More

To learn more about Lifetime and how we can work with you, click the below to download out Welcome Pack.

Download Welcome Pack