Unsolicited testimonial

“My wife and I have been associated with Gary Skeates and his firm “LIFE-TIME” for 20 years. We have always been most impressed with not only his financial planning advice but also the huge wealth of research he has studied before making the best suggestions for safe, effective investment. He has always been prompt to advise when change is needed too. All our dealings with his firm have proven successful. We feel extremely confident with the advice we receive.

He has also dealt with other members of our family who have had insurance and investment needs. He has always been able to tailor his advice to their situation too.

We would gladly recommend Gary to anybody who needs sound and appropriate financial advice”

With kind regards

Dr. C. Beer – Medical doctor – GP

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Client Comment

Gary,

I wish to comment on the service you and LIFE-TIME Financial Group provides.

I am a Financial Controller of an Australasian manufacturing company with turnover of $200million. In my role I am heavily involved in profitability issues, funding for the business, taxation issues among others. I find that I do not have much time to evaluate investment strategies, wealth preservation, financial goals, best options, etc., for my personal situation. I have used Gary’s services for a number of years, and have found that due to the extensive research, reading and study carried out by LIFE-TIME, I am able to not only set and monitor financial goals for retirement, but receive well researched advice into what is currently the better options for my situation. The rate of change in investment options is fierce, and I would have little chance in remaining up to date on what is available.    I find that Gary is not afraid to advise that he is able to make a better recommendation today than was available previously due to the rapid change of available options. As a result I feel very confident about my investment savings being well planned and providing good and appropriate returns. The guidance in this from Gary and LIFE-TIME team is huge.

Best wishes

I. Campbell – Chartered Accountant

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Unsolicited email testimonial

In an unsolicited email received Friday, 19th February 2010 from Colin James, the then General Manager of Adviserlink, (AdviserLink is the key specialist independent provider of professional education and training to the financial services industry in NZ and Australia since 1994)….referred to me as the ‘most competent and thorough adviser he has ever met’. Yes, my head is still swollen with pride – the question is – wouldn’t you want your adviser to be competent and thorough, as well as impartial?

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Unsolicited Client Comment

One of the benefits of using the financial planning services Gary offers, is that when investments don’t provide the expected returns due to volatility or other economic factors, Gary is ready with some researched suggestions, and more importantly, the timing of some actions. There is no silver bullet in saving for retirement, but sound timely advice is a great help towards ensuring you maintain and grow your created wealth.

I.T. Campbell – Chartered Accountant

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Unsolicited Client Comment

“Genuine caring knowledgeable advice – I always feel more enlightened and able to make informed choices after consulting with Gary. He’s great, the word efficiency epitomises LIFE-TIME’s service.”

M. Whittaker – Director of a web design company

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Client Comment

“Gary has helped me evaluate my investments and insurance planning and started me off in a better direction. He takes care of the details in a way which makes you feel he is really looking after your best interests.”

L. A. Hill – Director of a national research bureau

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Client Comment

“As a busy professional couple we do not have the time nor indeed the necessary experience to devote to our superannuation and investment planning.

Through utilising Gary’s expert knowledge in these fields, together with his integrity and willingness to listen to our requirements, we are building an impressive investment portfolio, which is yielding better than average returns and securing our future.”

M. A. Wheeler – Chartered Accountant & self employed consultant

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Client Comment

“It was about time we had an adviser that we could depend on. On our Buy-Sell and Key Person Insurance, Gary immediately reduced our costs by $34,650. We know he is working on our behalf.”

T. Trubuhovich –  Managing Director, manufacturers, importers/exporters

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Client Comment

Gary, your efficiency always impresses.

Gary – Manager of energy & conservation co.

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Client Comment

“Thank you very much for this information. For once I think I actually understood a financial report. Yes I am happy with my funds performance and hope it continues throughout the year.”

K. Lucas – Personal Assistant

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Client Comment

First off, Thank You for the lovely service and offer of other insurances. It’s nice to be offered something but when we said ‘no thanks’ that you didn’t make us feel like we should.

Fitter Turner & Customer Service Rep.

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Client Comment

“We have checked out all of your 5 references and I am surprised that you can squeeze your head through an open door! Squeaky clean and high praise all round.”

B. Burgess – Chartered Accountant

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Client Comment

We were overwhelmed with what Gary told us about our retirement funds and plans that we had already started. Gary drew up ideas and options with far better producing companies and then allowed us to make our own decisions on what we took. Auckland is only a phone call away and that we don’t mind because of the very cheerful, helpful and efficient service we receive.

R. & I. Jones – farmer & home maker – Balclutha

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Client Comment

“Thank you very much for everything you have done for us and the money you have saved us. You were so right about AXA. We appreciate it.”

receptionist & mechanic – Whakatane

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Unsolicited Client Comment

Dear Gary & Victoria,

Just a little note to thank you both so very much. Thank you for the absolutely excellent service you have given me, for my funds to be invested & looked after. My peace of mind that you were looking out for my best possible interest in my investments. Very prompt & efficient & of course professional.

However, putting that aside, the biggest thank you I have is from a personal level.
Thank you so much for your kindness & generosity to me after the death of Raymond. Thank you for your wonderful words of encouragement at a time was devastating, I’d like you to know just how much your personal time given to me was so very important in my coping & carrying on in life. And yes, there is light at the end of the tunnel & thank God I have come thru those dark times to treasure all that I have now & more importantly all that the future has in store.

Tua and I are just so excited about what our new house & new lives have to offer us & our beautiful boys. And we are all so very blessed to be this financial position.

Gary & Victoria, from the bottom of my heart I thank you.

It is unlikely that I’ll ever have big funds to invest again. My little savings account & life policy will continue. Let’s hope Tua wouldn’t be needing to claim on it for a long time yet!

Once again, God bless you & your families.

Thank you
Tiriana Turara & family

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Unsolicited Client Comment

Gary, you are the only adviser who looked at my situation and where I was going and showed me how to save thousands of dollars on my existing mortgage and as a result I end up with more savings for retirement.

S. Lasham – computer programmer

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Unsolicited Client Comment

Hi Gary,

Just wanted you to know you have a terrific team.

A few days ago I rang Victoria asking after some health insurance advice for myself.    I explained to her that my employer is offering staff subsidised health insurance through a staff benefits package. Victoria quickly referred Steve to me, who offered some brilliant advice.
Just thought I’d provide some feedback.

Have a great day!

Regards,

A. Wong – Manager Risk, Personal Banking

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Unsolicited Client Comment

Good morning Gary,

Warren had a meeting last night so we were late starting to work on our investments. You have done an incredible amount of work for us. We are most appreciative of the clear paper work that makes it easy for me to pass on to Warren and for the time you spent going through it with me.

Thanks – have a good day

P. Blundell

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Unsolicited Client Comment

Hi Gary,

Thank you for your genuine care & support towards us during this difficult month.

Kind Regards,

M. Winter

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Unsolicited Client Comment

I really like the way Gary presented the research regarding my existing Life Insurance and Income Protection. It was laid out so it was very easy to understand and the highlighted bits also helped.

It was clearly presented and succinct with examples given of other insurance companies and the points that mattered were highlighted.

I feel so much better now that I know I have the best policy benefits and definitions.

I know I’m with the best financial advisory firm for me.

I have no hesitation in recommending Gary to anyone.

W. J. Cargill – plumber

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Unsolicited Life Insurance Company response

Victoria….if all advisers had a Personal Assistant like you – my job would be so much better!

I really mean it!

Thanks Victoria
N. Redman – underwriter

Unsolicited Client Comment

Kia Ora Victoria (Wikitoria),

Thank you so much for your prompt reply. Things are moving so fast with fund-raising and whatever jobs that are made available to us. I have not been very well as the weather Gisborne has been having lately, really tires me and makes me ache all over. A condition called fibromyalgia. A neck injury also causes terrible head pain and headaches but ACC say they are no longer responsible for me. They say it is pain and suffering? Victoria you sound like a really nice person, so when I read notes from you, I imagine you are speaking to me in person. You have such a lovely accent. Would you mind my asking what your nationality is?

Once again thank you.

Kind Regards,
B. Beach – Gisborne

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Unsolicited Client Comment

“Gary took the hassle away from us having to evaluate our options, and brought in expertise and independent research, so we could make our own decisions. We felt empowered by this. People pay lip-service to honesty and integrity, but Gary totally lives by these values. He is just so good, that we would never want to use anyone else”.

Rosemary and Jason Mahoney – Recreationz

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