Jaime James: Financial Planning, Insurance & KiwiSaver

Empowering Your Financial Journey

We Help Savvy Kiwis Overcome Uncertainty and Plan for Stability

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

The Financial Landscape Has Drastically Changed

Hi, it’s Jaime James here.

The financial landscape has drastically changed.
With soaring inflation, high interest rates, and the everyday hustle, many people are feeling stressed about their financial future. Whether it's managing the cost of a health crisis, facing an unexpected emergency that drains your savings, or simply planning for a secure future, it’s easy to feel overwhelmed and uncertain.

We’ve helped hundreds of savvy Kiwis navigate their financial journey. Our renowned personalised Financial Mapping, KiwiSaver and Insurance strategies close the gap from where they are now to where they want to be, 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 explore the world. We can help you overcome uncertainty and plan for stability where you can enjoy more freedom and peace of mind.

Join our community and create your version of a healthy, wealthy life.

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 personalise 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.

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. 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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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.

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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 Financial, Insurance & KiwiSaver Success

As an ex-UK forces Paratrooper Engineer and having been on countless operations and jumped from numerous planes, I believed I was invincible. Moving to New Zealand with my family and ensuring our security, we organised a meeting with Jaime to see what our options were. She helped us understand that we were the biggest asset to our lifestyle. Sarah and I took both Income Protection, Trauma, and Life Insurance to guarantee financial cover should anything untoward happen. Four months after taking the cover, I experienced a cardiac arrest and severe head injury while competing in an Ironman event. Jaime was involved immediately, and as per the policy, I received a payout for Trauma cover. Income Protection cover kicked in and due to the severity of my injuries, I am still continuing to receive this nine years post event.  Having income protection has meant we have not had any financial stress for what has been a very testing decade. The balance of cost against the risk of something like this happening was absolutely worth it. We know that our financial security would not be where it is today had we not taken the Trauma and Income Protection policy.

During this time, my wife Sarah required a metal rod inserted into her tibia, which meant time off work for recovery. During the whole process, her Income Protection covered costs and continued until she was fully recovered.

I endorse Jaime as the most personable professional I have dealt with.

Steven & Sarah Nadollek

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, including mapping out our property investment portfolio so that we could make smart choices on buying, holding and selling. 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 cover without breaking the bank, even including covering my kids for free! Their financial advice and guidance on KiwiSaver have 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 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
01

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.

02

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.

03

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.