Anita Aitken-Taylor
Financial Advisor and shareholder employee at Lifetime- Claim this Profile
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Bio
Otto Lijzenga
Anita is a very well respected financial adviser for insurance advice, investment advice, financial planning, with a caring and nurturing nature for people.
Andrew Lendnal
At the Grosvenor End of Year Conference Awards Dinner 2012, Anita won the Runner-Up of the Grosvenor Adviser of the Year Award 2012. This Award was created to honour and recognise outstanding service and accomplishments by an individual adviser during the current year. Grosvenor wishes to celebrate an individual who has had an outstanding year in helping clients meet their financial goals. We wanted to honour individuals who have raised the bar through their dedication, integrity and service to both industry and community. The Grosvenor Adviser of the Year Award recognises this level of accomplishment. The criteria for selecting the recipient of this award include the following attributes: • A strong, credible reputation and standing in the industry • Outstanding performance • Achievement of an appropriate level of professional development • Commitment to the financial services industry.
Otto Lijzenga
Anita is a very well respected financial adviser for insurance advice, investment advice, financial planning, with a caring and nurturing nature for people.
Andrew Lendnal
At the Grosvenor End of Year Conference Awards Dinner 2012, Anita won the Runner-Up of the Grosvenor Adviser of the Year Award 2012. This Award was created to honour and recognise outstanding service and accomplishments by an individual adviser during the current year. Grosvenor wishes to celebrate an individual who has had an outstanding year in helping clients meet their financial goals. We wanted to honour individuals who have raised the bar through their dedication, integrity and service to both industry and community. The Grosvenor Adviser of the Year Award recognises this level of accomplishment. The criteria for selecting the recipient of this award include the following attributes: • A strong, credible reputation and standing in the industry • Outstanding performance • Achievement of an appropriate level of professional development • Commitment to the financial services industry.
Otto Lijzenga
Anita is a very well respected financial adviser for insurance advice, investment advice, financial planning, with a caring and nurturing nature for people.
Andrew Lendnal
At the Grosvenor End of Year Conference Awards Dinner 2012, Anita won the Runner-Up of the Grosvenor Adviser of the Year Award 2012. This Award was created to honour and recognise outstanding service and accomplishments by an individual adviser during the current year. Grosvenor wishes to celebrate an individual who has had an outstanding year in helping clients meet their financial goals. We wanted to honour individuals who have raised the bar through their dedication, integrity and service to both industry and community. The Grosvenor Adviser of the Year Award recognises this level of accomplishment. The criteria for selecting the recipient of this award include the following attributes: • A strong, credible reputation and standing in the industry • Outstanding performance • Achievement of an appropriate level of professional development • Commitment to the financial services industry.
Otto Lijzenga
Anita is a very well respected financial adviser for insurance advice, investment advice, financial planning, with a caring and nurturing nature for people.
Andrew Lendnal
At the Grosvenor End of Year Conference Awards Dinner 2012, Anita won the Runner-Up of the Grosvenor Adviser of the Year Award 2012. This Award was created to honour and recognise outstanding service and accomplishments by an individual adviser during the current year. Grosvenor wishes to celebrate an individual who has had an outstanding year in helping clients meet their financial goals. We wanted to honour individuals who have raised the bar through their dedication, integrity and service to both industry and community. The Grosvenor Adviser of the Year Award recognises this level of accomplishment. The criteria for selecting the recipient of this award include the following attributes: • A strong, credible reputation and standing in the industry • Outstanding performance • Achievement of an appropriate level of professional development • Commitment to the financial services industry.
Credentials
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Learning Personal Branding
LinkedInApr, 2023- Oct, 2024 -
Certified Financial Planner
Institue of Financial AdvisersJul, 2017- Oct, 2024 -
Authorised Financial Advisor - FSP51042
FMA New Zealand
Experience
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Lifetime
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New Zealand
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Financial Services
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1 - 100 Employee
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Financial Advisor and shareholder employee
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Apr 2010 - Present
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Authorised Financial Adviser and Shareholder
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2010 - Present
We are all about Advice for life and assisting clients to create Financial Certainty in their lives. Whatever is your priority, whether it is wealth creation or wealth preservation, financial planning or retirement planning, and perhaps family or business risk protection. Which includes Life/Trauma/Disablement/Income and Medical and ACC forms part of the discussion too. KiwiSaver and and Australian Superannuation transfers is also a must have for many.
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Self Employed Risk Adviser
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2009 - 2010
Helping clients buy Personal risk insurance for their needs Helping clients buy Personal risk insurance for their needs
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AA Insurance NZ
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New Zealand
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Insurance
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500 - 600 Employee
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Finsurance Consultant
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2006 - 2009
Fire and general insurance and lending finance plus promotion of AA products and services Fire and general insurance and lending finance plus promotion of AA products and services
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Telstra Clear
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Gisborne & Hawkes Bay, New Zealand
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Sales
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2008 - 2008
6 month contract with Telstra Clear in a Telecommunications sales role. 6 month contract with Telstra Clear in a Telecommunications sales role.
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ACP Media
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Napier
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Advertising Sales Representative
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2006 - 2007
The Thursday Trader was a Buy/Sell and Exchange weekly mag that I was responsible for the business advertising spaces The Thursday Trader was a Buy/Sell and Exchange weekly mag that I was responsible for the business advertising spaces
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Silk Art Studio
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Gisborne & Hawkes Bay, New Zealand
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Self Employed- Creative design
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1998 - 2003
Worked from home creating, marketing and selling finished designs on silk nationwide. Items included Pictures, cushions, ties, scarves, soft furnishings. Worked from home creating, marketing and selling finished designs on silk nationwide. Items included Pictures, cushions, ties, scarves, soft furnishings.
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Ubix
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Gisborne & Hawkes Bay, New Zealand
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Sales Representative
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1993 - 1996
Small business market with telecommunications as the main focus Small business market with telecommunications as the main focus
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Spark New Zealand
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New Zealand
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Telecommunications
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700 & Above Employee
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Business Account Manager
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1987 - 1993
I had various roles looking after the business sector in telecommunications. I had various roles looking after the business sector in telecommunications.
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Clerical worker
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1980 - 1987
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Education
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2007 - 2011
Massey University
Graduate Diploma in Business Studies, Personal Financial Planning, and Personal Risk Management -
1976 - 1980
Colenso High
Community
