Our Advisers

Karen Lane

AFA CFPCM PGDipPFinPlan (Waikato)

Karen has a long association with the financial industry having spent 19 years in the banking sector with Westpac and a further 6 years within the accounting fraternity. Expanding her knowledge to provide Financial Advice through extra mural study at Waikato University where she gained a Post Graduate Diploma in Personal Financial Planning in 2006 and then completing her CFPCM with the Institute of Financial Advisers the following year.

A founding Trustee with Tomorrow’s schools Karen enjoyed over twelve years involvement in the management and chairmanship of both Primary and Secondary schools in the East Otago area.

Karen lives with her husband on the picturesque Otago Peninsula, where she enjoys walking, gardening, reading, good food and entertaining but most importantly the luxury of having her children and their families living close by.

Being a financial adviser is a privilege, whereby people share their dreams and aspirations and you as the adviser create the financial structure to successfully make these a reality. Karen loves the opportunity to meet with you and help you to find the solutions you need to not only have a comfortable lifestyle today but to be able to assist you towards a financially secure and fulfilling retirement.


Talk to Karen Lane

Phone:03 477 7477
Freephone:0508 555 333
Fax:03 477 5561
PhysicalLevel 4, Dunedin House
9 Moray Place
Dunedin 9058
PostalPO Box 5844
Moray Place
Dunedin 9058

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