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
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.
Monalisa Urquhart
Financial Adviser
Monalisa is our KiwiSaver and Investment specialist and 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.
Jack Tan
Financial Adviser
Jack specialises as a financial adviser in insurance and has a personal and genuine approach. He comes from working as an adviser for AIA and with his experience sees that long term client relationships is key to providing the service clients desire.
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
Business Support
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.
Jane Burton
Business Support
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.