![Jaime James: Financial Planning, Insurance & KiwiSaver](https://cdn.prod.website-files.com/650b742513986d1818c42c6c/652487307a2ad27560d5bfcf_JaimeJames_insurance-2.jpg)
Clarity & Confidence Starts Here
We curate personalised Financial Mapping, Insurance & KiwiSaver strategies that close the gap from where you are to where you want to be, saving you time, money, and stress, and empowering you to master your financial future and live life confidently.
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The Financial Landscape Has Changed
Feeling uncertain with today’s financial challenges? High inflation, interest rates, and the everyday hustle can be overwhelming. Whether it's managing health costs, handling unexpected emergencies that drains the savings, or planning for a secure future, it's easy to feel stressed.
But you don’t have to navigate this alone. We’ve helped hundreds of savvy Kiwis navigate their financial journey, closing the gap from where they are to where they want to go, saving them time, money, and stress.
We believe that wealth isn’t just about financial success - it’s about living the life you dream of. Whether that means quality time with loved ones, taking the leap to start your own business, or having the freedom to pursue your passions, we’re here to help you achieve it.
Join our community and get ahead of the game with our renowned personalised Financial Mapping, KiwiSaver and Insurance strategies to enjoy more freedom, time and certainty.
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Plan, Protect & Prosper
Financial Mapping
Plan
High inflation, rising interest rates and the costs of living are beyond our control, however managing our financial wellbeing is within our control. It starts with clarity on where you and where you want to go, a personalised a strategic plan, and taking action.
Whether you want to reduce debt, improve cash flow, purchase property, pay off the mortgage faster, save thousands on interest, optimise a property portfolio - our Financial Mapping is your roadmap.
![Financial Planning & Mapping image](https://cdn.prod.website-files.com/650b742513986d1818c42c6c/6531d08fafb79142ddc624b7_Financial-Mapping.jpg)
Insurance
Protect
Feeling frustrated with increasing premiums? Overwhelmed with jargon and hundreds of policies to choose from? Worried if your existing policy will support you at claim time?
Insurance can be complicated and costly, but it doesn't have to be. Our renowned insurance strategies include a high-level Financial Mapping, personalising cover so you're not over-insured. We help with effective rate structure options that can save you thousands in insurance premiums, and we facilitate claims supporting you to focus on recovery.
![Insurance image](https://cdn.prod.website-files.com/650b742513986d1818c42c6c/6531d0a6b94c8eb7940a1cac_Insurance.jpg)
KiwiSaver
Prosper
Many Kiwis are missing out on potentially thousands of dollars by not optimising their KiwiSaver.
Whether you're aiming to enjoy a retirement with financial independence and freedom, or simply want to make the most out of your KiwiSaver, we are here to guide you. We help you assess your risk tolerance, investment timeline, and objectives. Optimising your KiwiSaver can transform it from just a savings fund into a powerful investment strategy.
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59%
50%
46%
* Source - Survey of 2000 New Zealanders. Research published by FSC December 2020. And Financial Resilience Index 2023.
How Savvy Kiwis Benefit
Teaming Up with a Financial Advisor
They travel 6x more
Enjoy more holidays and life experiences.
They cut 7 years off their mortgage
Pay off your home faster and save on interest.
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 Financial, Insurance & KiwiSaver Success
Expert Financial Advice
Can Make or Save You Thousands
Our expert strategies can 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!
Your Journey with Us: What to Expect
![Financial Advice, Insurance & KiwiSaver from Jaime James](https://cdn.prod.website-files.com/650b742513986d1818c42c6c/652725dab36a5a4492deff17_The-Plan.jpg)
Connect & Clarify
Let's start with a brief, meaningful phone call to understand your challenges, priorities, and goals and we can answer any questions. We'll then book an initial online meeting to begin your journey from financial stress to success.
Strategy & Action
During the meeting, we'll help you with a personalised financial roadmap, insurance strategy, and KiwiSaver optimisation. You'll receive a comprehensive summary and an actionable plan to achieve your goals.
Ongoing Support
Dreams change, economies shift, events happen. As your goals evolve and new challenges arise, our team is here to help you adjust your plans and strategies to continue achieving your Healthy Wealthy Life.