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About Us

Our Goal

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.

Our Team

Tom Smallridge

Financial Adviser

 A large majority of Tom’s career has been spent as a Private Wealth Assistant for two experienced and well accomplished advisers, managing over $150million. He has 8 years experience covering both residential lending & investments.  Thomas has a strong moral compass and has always acted in the best interest of his clients providing advice appropriate for their situation.

Gregor Mansfield

CEO
Financial Adviser

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.

Jack Tan

Financial Adviser

Jack brings a human connection to his work in a world dominated by numbers and statistics. Where some advisers might get lost in the numbers, charts, and graphs, Jack believes there is a human story behind every financial decision–every client is unique, with individual aspirations, dreams, and concerns.

Ben Gladwell

Financial Adviser

Ben is a financial adviser who specialises in protection planning and wealth accumulation. He believes that the key to a good financial plan is to plan for the best and prepare for the worst.

Vicky Adolph

Manager
BUSINESS SUPPORT

Vicky has worked in insurance for nearly 30 years, in a variety of roles, including Sales, Claims Consultant, Staff Management and Business & Process Improvement Consultant.

Jane Burton

Group Schemes Manager &
Business Support

Jane previously worked with Financial Lifestyle, between 2002 and 2010, as our Office Manager and has now re-joined us after 11 years, in a business support role.

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:

  • Knowledge
    How well does the adviser understand the market and products?
  • Experience
    Can they work with insurance companies, negotiate on your behalf, and navigate a claim process?
  • Reputation
    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.

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