Lifetime is a financial advice firm at 24 Pine Avenue in Upper Hutt Central, which describes itself as a single place for financial advice. The website covers KiwiSaver, home loans, insurance, investing, retirement planning and business finance. Its services start with a chat and end with an action plan. Advisers help first-home buyers, people moving up, and investors, and the website says its insurance advice is impartial. The firm lists offices in Auckland, Tauranga, Hamilton, New Plymouth, Hawke's Bay and Manawatū.
Customers say the advisers understood their situation and goals, made advice easy to follow, and gave them security through a sound financial plan. One says an adviser listened, was open and honest, and used plain language. Another says health insurance arranged through a broker gave them the freedom to seek specialist care for a condition.