Our Approach

Our Purpose

Our purpose here at Lifestyle Solutions is to serve the wealth of our communities. With over 20 years experience, we are experts in our field and we’ve seen it all. We can help you navigate the complexities of life insurance to find the perfect fit for your unique situation.

We take a family and future and client centric approach. We take the time to understand your lifestyle, values and goals, then tailor a plan that empowers you to live life to the fullest. We build strong relationships based on open communication and transparency. You can feel confident knowing you’re making informed decisions with a trusted advisor by your side.

Our goal is to create deep connections and a sense of aliveness – knowing you’ve made a meaningful choice for the future.

We see our role as:

  • Helping you maintain and protect your lifestyle when the unforseen happens
  • Helping you get a sound foothold in New Zealand
  • Helping you to determine the key life risks facing you and your family and then evaluate the potential impacts of those risks will have on your finances and lifestyle.
  • Determining how the financial/lifestyle impacts of these risk events will be managed.
  • Identifying when insurance is deemed as an appropriate risk management tool.
  • Evaluating products and structures to maximise benefit in a cost effective insurance package without compromising quality.

Our Promises:

  • To help you understand insurance products and how it works.
  • Always have your best interests at the heart of everything we do.
  • Only recommend benefits that can be expected to serve your objectives and needs.
  • “We won’t “sell you” anything…..we will help you to make an informed decision.”

Our Core Values

Underlying everything we do at Lifestyle Solutions are the following core values:

Trust

Gratitude

Professionalism

Leaving you better off

Going the extra mile

Accountability

Kindness

Growth

Service

360 Approach

Positive mental attitude

Our Satisfied Clients Are Saying...

  • Richard has been my risk management insurance broker for 5 years now. He is so approachable and helpful with any of my questions about insurance or claims. Nothing has ever been a problem and all claims are dealt with quickly and so easily. Richard specialises in working out the very best insurance for my lifestyle situation. I would highly recommend Richard to anyone who needs to get cover or update their insurances.

    Maria P.
  • We first opened our door to Richard some 8 years ago now. We found Richard to be genuine, straight to the point but not over bearing nor abrupt. We were looking at changing up our insurances to find something that suited our family and finances better. Richard put us straight on the right path. We find him reliable, honest and easy to chat with. Richard has also given us fantastic financial advice which has helped us save for the future. We have recommended his business to our friends before and will do again happily in the future.

    Dyson and Karina P.