Our goal: to help ensure you hold no fears around your financial tomorrow, so you can live life to the fullest today.
Gregor Mansfield and his dedicated team are vastly experienced to offer timely, accurate, pertinent financial advice. We pride ourselves on delivering a first-class service, which should save our clients time and money.
Gregor has worked in the insurance industry since 1984, accumulating a wealth of knowledge, broadly across all aspects of insurance, property investment and residential mortgages, and also as a business owner.
Mike is a great “all-rounder” who enjoys working with both our commercial and private clients. He specialises in helping business owners improving their ACC processes, by fixing their ACC levies and supporting clients who may be time poor
Jenny joined Financial Lifestyle Limited in May 2019, bringing 15 years’ insurance experience within the General Insurance Industry.
Monalisa brings a fresh, dynamic perspective to FinLife, drawing on her experience from the worlds of commerce and top-level sport. Monalisa has spent years working with finance, operations, and compliance.
Yvonne is committed to ensuring that every client’s end-to-end experience with Financial Lifestyle is seamless, professional, informative and, most importantly, exceeds their expectations.
Vicky has worked in insurance for 20 years, in a variety of support roles, including telephone sales, claims consultant, manager of support services for loss adjusting and investigation, and business improvement consultant.
Frequently Asked Questions
Think of it this way: when you need medical advice, you seek out a specialist in that area. It’s the same for financial and insurance advice. An appropriately accredited adviser should be up-to-date with industry news, products and best practice, and have a strong network of professional contacts to support their work for you.
You’re probably looking for three key attributes:
How well does the adviser understand the market and products?
Can they work with insurance companies, negotiate on your behalf, and navigate a claim process?
There’s nothing more powerful than a personal endorsement. Do they have any client testimonials? Who would your friends or colleagues recommend?
Whomever you select, you need to have confidence that the adviser will be there when you need them, and provide a level of personal service not available via a bank or online.
This is highly subjective and depends on a client’s personal circumstances and needs. For example, life cover is designed to protect your family and/or business in the case of your untimely death. Funeral costs, short-term debts, credit cards, counselling services, mortgage repayments, school fees – these are just some of the expenses which may need to be taken into consideration.
Most people don’t even think of their most valuable asset: themselves! You are your most valuable asset. You work every day. You earn the money to support your family’s lifestyle. You are an income-earning machine, and insuring that income against the potential risk of losing it through injury or illness could be an extremely wise move.
This is when your adviser will really show their mettle.
We all hope that we never have to make a claim. But that’s what insurance is for: so that, if the unexpected happens, any potential financial burden will be taken care of. Transferring the risk to an insurance company may be a sensible strategy, giving you peace of mind and keeping your assets safe.
Financial Lifestyle aims to make any claim process as efficient and stress-free as possible. We act as advocates for our clients, helping to gather relevant information, liaising on their behalf, and confirming timeframes to keep the process on track.
Any financial adviser must give you a copy of their disclosure statement. In accordance with the Financial Advisers Act 2008, this document should tell you key information, including:
- The services offered by the adviser
- How the business operates
- The adviser’s qualifications
- Recommended insurance products
- The insurance companies with which the adviser can place your business
- How the adviser is paid (e.g., through commission from a lender)
Copies of Financial Lifestyle’s advisers’ disclosure statements are available on request, free of charge.
Market leader in property investment education.
Takapuna Cricket Club
AIA New Zealand and Financial Lifestyle are the Club’s Sponsor.
Learn your Money Profile and see which journey to start with.