FINLIFE - Key Persons
Anybody who knows Ben will tell you he listens more than he speaks. That's because he understands that no two clients are the same, and only by listening can he know what is important to them so he can create the right financial plan for each.
Keen to help anybody who wants to chart their road to success and devise a backup plan, Ben is highly respected by his clients for his calm demeanour, his financial knowledge and the fact that he genuinely cares.
Ben is a serial planner and problem solver who combined these traits with his interest in investing to start a career as a financial advisor. He has never looked back after traversing a varied career with large and small firms, topped off with mentoring new advisers.
His first career was in journalism, which gave him the skills to explain complex concepts in easy-to-understand terms. It's a valuable skill that allows him to deliver easy-to-understand advice to his clients, particularly in his specialist areas of insurance and KiwiSaver.
Outside of work, Ben is married with two energetic boys. He enjoys the mental and physical challenges he gets from competing in triathlons (swim, cycle and run) and, coming from a sailing family, he has competed in many off-shore races, including Sydney-Hobart and the Fastnet Classic.
If you're looking for sound financial advice, particularly about your KiwiSaver and insurance, talk to Ben about why it is your most under-utilised tool for financial success.
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.
Job Titles:
- CEO
- Financial Adviser
- Financial Advisor
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. This hands-on experience is backed up by a degree in business studies from Massey University, and the New Zealand Certificate in Financial Services (Level 5).
Many of Gregor's clients have been with him for more than 30 years, trusting him to help drive their businesses forward and protect their personal interests now and in the future.
Gregor is married to Joanne, and they have two sons. A keen sportsman, he enjoys playing T20 cricket and manages the Greenhithe Football Club (where his sons play). He was also a scout leader for 10 years with the local Tauhinu Sea Scouts group. In 2015, he was fortunate to be able to celebrate two of his great interests, military history and travel, when he visited Belgium for the 200th anniversary of the Battle of Waterloo.
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. Jack will pay attention to detail and with his skills and wealth of product knowledge, will find sound solutions to clients insurance needs and financial goals.
In his spare time he likes socialising, especially going fishing with family and friends.
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.
She brings back with her a wealth of knowledge in the insurance industry and is a confident, organised administrative professional.
Monalisa is our KiwiSaver and Investment specialist. She brings a fresh, dynamic perspective to FinLife, drawing on her experience from the worlds of commerce and top-level sport. A former Black Fern and multiple world champion of women's rugby, Monalisa has spent years working with finance, operations, and compliance. She enjoys acting as a bridge for her clients, translating new, complex and potentially confusing data into simple, relevant information.
She holds a BSc in statistics from Otago University and, in 2016, was awarded a scholarship to join a group of fewer than 40 New Zealand businesswomen in the Breakthrough Leaders Programme, run by Global Women. Most recently, Monalisa completed her Personal Financial Planning Business Studies diploma from Massey University, and her Investment certificate for the new Financial regime.
She is married to Gerald, and has two young energetic sons. And since 2017 she has sat on the board of the New Zealand Barbarian Rugby Club, helping with her unique female perspective and loves giving back to the youth and other communities.
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.
Job Titles:
- Business Support Manager
- Business Support
Vicky has worked in insurance for nearly 30 years, in a variety of roles, including telephone sales, customer service, claims, managing a support team for loss adjusting and investigations, and Business improvement Specialists roles within Project Teams.
Her aim every day is to ensure her and the Finlife Team deliver an unbeatable customer experience, providing certainty and reassurance to all our clients, where their needs are met to a high standard and any concerns a client may of had are eliminated. Vicky believes every customer deserves only top service at Finlife.
With Vicky's sporting background, running, playing touch, tag, netball, and rugby over the years. She still keeps her hand in, helping to coach or manager her children's sports.
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.