Jaime James: Financial Planning, Insurance & KiwiSaver

Empowering You to Transform Financial Stress into Success

Personalised Financial Mapping, Insurance, and KiwiSaver strategies
saving you time, money and stress.

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A young family enjoying their lifeA grandmother and granddaughter crossing rocks

Empowering your journey to a Healthy Wealthy Life

Navigating today’s financial landscape can feel overwhelming, especially with soaring interest rates, rising living costs, and the everyday hustle. Whether you're dealing with a loved one's health crisis, an unexpected emergency draining your savings, or just trying to make ends meet, it’s easy to feel stressed and uncertain.

We understand that wealth isn’t just about financial success – it’s about living the life you dream of. Whether that means owning your dream home, spending quality time with loved ones, or having the freedom to explore the world, we help you close the gap between where you are now and where you want to be.

Our personalised Financial Mapping, Insurance, and KiwiSaver strategies save you time, money, and stress. We’ve helped hundreds of clients plan, protect and prosper, guiding them towards their version of a Healthy Wealthy Life. Join our community and let’s turn your financial stress into success.

A young Kiwi woman walking through a forestA young couple looking towards financial freedom

Plan Protect & Prosper

Financial Mapping
Plan

While factors like rising house prices, high interest rates, and inflation are beyond our control, managing our financial wellbeing is within our power. It starts with understanding our current financial state, personalising a strategic plan, and taking action.

Whether transforming financial stress into success means reducing debt, improving cash flow, purchasing property, quickly paying off the mortgage, or saving tens or hundreds of thousands on interest payments, our Financial Mapping is your roadmap.

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Insurance
Protect

Frustrated with increasing premiums? Overwhelmed by jargon and thousands of policies to choose from? Worried if you have the right insurance and if it will support you at claim time?

Insurance can be complicated and costly, but it doesn't have to be. Our renowned insurance strategy includes a high-level Financial Mapping that ensures you're not paying for unnecessary cover. We help you identify your specific priorities and tailor an insurance strategy that is affordable, sustainable, and effective – including structuring rates that could save you thousands in premiums. Let us help you design your cover effectively and support you through every step, including claim time.

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KiwiSaver
Prosper

Many Kiwis dream of a future filled with exciting travels, owning a mortgage-free home, and enjoying a retirement with financial independence and freedom. However, many are missing out on potentially thousands of dollars by not optimising their KiwiSaver.

Optimising your KiwiSaver can transform it from just a savings fund into a powerful investment strategy. We help you maximise your returns by assessing your risk tolerance, investment timeline, and objectives. Whether you're aiming for a dream retirement, financial freedom, or simply want to make the most out of your KiwiSaver, we are here to guide you.

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How Teaming Up with a Financial Advisor Benefits You

59%

of Kiwis say financial issues have affected their overall wellbeing.

50%

of Kiwis now worry daily or weekly about money.

46%

of Kiwis say finances affect their relationships.

* Source - Survey of 2000 New Zealanders. Research published by FSC December 2020. And Financial Resilience Index 2023.

Transforming Financial Stress to Success

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They travel 6x more
Enjoy more holidays and life experiences.

Mortgage icon

They cut 7 years off their mortgage
Pay off your home faster and save on interest.

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They save time
Spend 13 fewer hours on administrative tasks.

* Source - Survey of 2000 New Zealanders. Research published by FSC December 2020

Clients Sharing their Stress to Success

The meticulous financial mapping session provided a comprehensive overview of our current and future financial state. Jaime and her team astutely identified that we were over-insured, paying excessive insurance premiums, and being charged high KiwiSaver fees. They sorted all these issues. They are nothing short of exceptional, delivering outstanding service and providing transformational financial guidance. I am a huge advocate and refer all our clients and acquaintances. You can be sure your family is in the most capable and caring hands!

Tapere H & Shane K

A huge thank you for all your help taking care of my Income Protection insurance claim. It takes a tremendous amount of financial pressure off. This means I can focus on healing without having to rush back to work. What a relief!

K Turnage

As a single father of two, working with Jaime and her team was a game-changer. Their financial expertise provided comprehensive family coverage without breaking the bank, even including covering my kids for free. Their financial advice and guidance on KiwiSaver has also put me on a better retirement track. I highly recommend Jaime and her team for fellow parents. They exceeded my expectations!

Patrick K


We found the discussion on our financial future valuable and wanted to call out your pragmatic and data-driven approach. We enjoy working with you and your team. You are responsive and proactive, we genuinely believe you have our best interests at heart.

Jo and James


We greatly appreciate our meeting and helping us find a more suitable life insurance plan. We are truly impressed with how if we stick to the plan and manage our budget wisely, we can potentially pay off our mortgage sooner. What's even more crucial is that we can look forward to a comfortable retirement.

Ambah & Met

Thanks again for meeting us, it really opened our minds on how to attack our debt and made us feel a lot more comfortable and confident with paying off our mortgage.

Mike V


It was such a pleasure meeting you and discussing financial planning, property and insurance. You’re positive, easily relatable and your personable skills shine through chatting to you. I will certainly be recommending you. Thank you for all your help.

Karin T


Fantastic advice and customer service! We will definitely recommend you to any of our friends considering their insurances.

H Compton


I found the session very valuable. While finances in general are a 'serious' topic, you created a relaxed environment where I felt very comfortable to share my current circumstances and goals. Thank you for your advice and taking care of my insurance and KiwiSaver.

L. Sue


Super helpful and informative. I'm excited to try and make future decisions with updated, accurate and forecasted info!

Jillaine H


It’s always a bit awkward with recommendations in case they don't work out! My friends couldn't be happier with the service you have provided them with! It's lovely to hear that they had the same experience as me.

Jody C

Expert Financial Advice Can Make or Save You Thousands

Our expert strategies save you time, money, and stress.

Financial Mapping

Whether transforming financial stress into success means reducing debt, improving cash flow, purchasing property, quickly paying off the mortgage, or saving tens or hundreds of thousands on interest payments, our Financial Mapping service is your roadmap. We help you gain clarity on your financial position and goals. You can anticipate risks, tackle obstacles, and maximise opportunities.

Insurance

Frustrated with increasing premiums? Overwhelmed by jargon and countless policies? Worried if you have the right insurance and if it will support you at claim time? We tailor affordable, sustainable, and effective insurance plans to meet your specific needs, potentially saving you thousands in premiums. Let us help you structure your cover wisely and support you through every step, including claim time.

KiwiSaver

Many Kiwis dream of a future filled with exciting travels, owning a mortgage-free home, and enjoying a comfortable retirement. Yet, many miss out on thousands by not optimising their KiwiSaver. Transform your KiwiSaver from just a savings fund into a powerful investment strategy. We assess your risk tolerance, investment timeline, and objectives to optimise your returns, taking your KiwiSaver from average to Woohoo!

Connect with us and start crafting your financial future

Financial Advice, Insurance & KiwiSaver from Jaime James
01

Connect & Clarify

Let's start with a brief yet meaningful chat to understand your challenges, priorities, and desired outcomes. We can answer any questions and start your journey turning stress into success.

02

Strategy & Action

Next, we'll gather information for a productive meeting together. We'll personalise your financial roadmap, tailor your insurance and optimise your KiwiSaver. You'll receive a comprehensive summary with an actionable plan and strategy to achieve your goals.

03

Ongoing Support

Dreams change, economies shift, events happen. What you want to achieve at age 30 could be different when you're 50. Whether your goals change, or new challenges arise, our team is here to help you adjust your plans and strategies to continue achieving your Healthy Wealthy Life.