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Stewart's Video

 

Before being introduced to Gregor I didn’t have any idea of the mess my insurances and investments were in.

After a very comprehensive review of all of my personal and business needs, putting together what cover and policies I had, I now feel completely at ease that I have the cover that I require and should have. Not only this but Gregor has also saved me money and advised me of cover and benefits I didn’t even know that I had in the existing policies.

I can highly recommend Financial Lifestyle Ltd and in particular Gregor Mansfield to provide the best advice and service.

 

Jeff Fuller Director
www.thailandholidays.co.nz

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About Financial Lifestyle

 

Gregor Mansfield

Gregor understands people and business – making him perceptive and able to analyse most financial situations in real human terms.

After completing his Bachelor of Business Studies degree at Massey University in 1985, Gregor began work as an insurance, investment and mortgage adviser. Four years later he formed his own company; growing his business through associations and strategic alliances allowing him to offer his clients the full range of financial services.

Keeping up to date is very important to Gregor and for that reason he has become a Registered Financial Advisor (RFA), and is currently working towards becoming an Authorised Financial Advisor (AFA).

As a father of two teenage boys, he has made time to be a member of Toastmasters, Business Networking International and has been awarded the Queen’s Scout Award. He is still committed to the Scouting movement as a Sea Scouts Leader and coaches a Junior Soccer team.

Creating and positioning his own business has given Gregor first-hand exposure to the risks businesses face and experience in financial needs analysis and risk profiling. It is his personal experience that allows him to help clients with analyzing and minimizing their risk and mortgage/debt positions through planning.


Financial Lifestyle Limited



Well-informed clients make well-informed financial decisions. They understand how important it is for their financial security to plan for the future. Financial Lifestyle is able to give you advice and help you plan around:

  • Personal Risk Management
  • Business Risk Planning
  • Mortgages
  • Fire & General Insurance

Yvonne Doyle

Yvonne has extensive breadth of experience in the insurance industry, and has been building on it at Financial Lifestyle with Gregor for a number of years now. She is a Registered Financial Adviser working towards further qualifications that will enable her to support Gregor with Annual Client Reviews.

Yvonne has an in-depth knowledge base stemming from her work in product training, sales, administration, practice management, underwriting and regulatory compliance for some leading personal risk advisory and insurance brokering companies.

As our Practice and Compliance manager, Yvonne is absolutely committed to ensuring that your end-to-end experience with Financial Lifestyle is seamless, professional, informative, and most importantly, surpasses expectations.

As an experienced insurance professional, Yvonne has developed and maintained close relationships with specialised business groups within New Zealand insurance companies. This enables her to support and progress the full range of our client's insurance services in an efficient, personal and prompt manner.

Yvonne finds it personally rewarding being able to alleviate the stress and anxiety that clients can sometimes feel when dealing with complex insurance or financial claims. To this end, she considers communication a cornerstone of her role and strives to keep clients and stakeholders fully informed and updated on company or industry developments - which she maintains through a range of communications, including on-going website development, publication of Financial Lifestyle's newsletter, regular contact meetings with clients, industry leaders and the local business community.

An avid Chiefs supporter, away from the office Yvonne enjoys watching rugby, tramping through National Parks, camping and experiencing fine dining with friends.

Tracey Munns

Tracey Munns Tracey@finlife.co.nz


Tracey Munns is a Registered Financial Adviser and a specialist in residential mortgage lending for home owners and residential property investors. She is an engaging and energetic business person widely experienced in aspects of the financial services industry.

Tracey holds a Bachelor of Commerce from Lincoln University, is a Registered Financial Adviser and a noted business woman. She has been active in the financial services industry for the past 15 years successfully founding and operating her own Mortgage Advisory business. During the time as a Mortgage Adviser Tracey was nominated as NZ Broker of the Year for 2 years, and as one of the top 5 Advisers of the Professional Lenders Associated Network of NZ for 3 years. Tracey sold the Mortgage Advisory business to allow her to focus on raising her 2 children and now contracting to Gregor at Financial Lifestyle Limited.

Tracey is passionate about her role as a Financial Adviser and takes her role very seriously. She has experienced highs and the lows of the economic cycle and witnessed the impact of bad financial management on people and their families. Her goal is to provide New Zealanders with those key financial strategies necessary to lead more successful and prosperous lives.

Tracey is a skilled public speaker in the field of financial improvement, an acknowledged expert contributor to numerous publications and acts as an adviser to companies publishing articles and books about financial concepts in New Zealand.

 

Disclosure Statements under the Securities Markets Act 1988 relating to the financial advisers associated with this website are available on request and free of charge

 

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