Financial Lifestyle : The future holds no fears for those who are well-informed about financial management.
Home :: Welcome to Financial Lifestyle Financial Lifestyle :: Risk Management Financial Lifestyle :: Insurance Financial Lifestyle :: Investment Financial Lifestyle :: Retirement Financial Lifestyle :: About Us Financial Lifestyle :: Contact Us Get an Instant Online Quote Financial Lifestyle :: 100% New Zealand Owned and Operated

Click here for an Instant Online Quote

 

I have been a client of Gregor Mansfield’s since I started my apprenticeship in 1991.  I have found Gregor and the staff at Financial Lifestyle Ltd to be nothing but friendly and professional in all aspects of our dealings.  In recent time they have helped the family in a particular area of service.  It’s very comforting when people actually take the time to get to know their client and client’s situations.  My family and I look forward to the life long security and relationship with Financial Lifestyle Ltd.  I am more than pleased to recommend the services, and more so the staff of Financial Lifestyle Ltd in particular Gregor Mansfield and Jane Burton, whom I have had the pleasure to deal with.

 

Robert McDermit
Lifestyle Customer

More Testimonials...

Retirement

RetirementWealthwise is a unique software system that combined with financial advice can create one tailored easy to follow financial report for you.

The report will cover financial advice on;

  • Bank Account Structure & use
  • Debt management and reduction – both short & long term, and both personal & investment debt
  • New financial risk assessment

And provide information relating to your:

  • Current position
  • Potential position
  • Recommendations and improvements that can be made and a view of your financial position if those changes were made
  • An action plan – setting out what needs be completed and by whom.

The Wealthwise Report is FREE to all Financial Lifestyle clients.

To begin – you need to login to the software and complete the online Fact Find. Once this is complete we will contact you to confirm the Fact Find information and begin creating your Tailored Financial Report.

Go to helpwithinsurance.co.nz

You must first register in the top right hand corner, then create a login and complete the forms.

If you have any questions please call or email

 

For Business Owners

There are times as a business owner that you want to do a little extra for your staff but the reality is it can be a costly exercise. Offering Wealthwise to your staff can be a solution for you.

We can meet with your staff, at your premises and complete a tailored financial report for each staff member – at NO CHARGE.

Your employees can then choose to implement our recommendations or not – completely their choice – but at least they will have a plan on how they can improve their current financial position.

If you would like us to present Wealthwise to your business and staff please call or email

 

Questions? Visit our FAQ page...

  • Insurance Companies
Disclaimer: The information contained in this website was prepared by Financial Lifestyle Limited. The opinions expressed in the document and the pages on this site are those of Financial Lifestyle Limited and are not those of its Clients. While every care has been taken to supply accurate information, errors and omissions may occur. Acordingly, neither Financial Lifestyle Limited nor any of its directors, staff, advisers and product providers accepts any responsibility or liability for any loss caused as a result of any person relying on the information supplied.

A Disclosure Statement is available on request, free of charge.

 

All content copyright © Financial Lifestyle Ltd | Phone 09 377 0288 | Contact Us | All rights reserved | Website designed by Cre8ve Online