Grow & Protect Wealth That Gives You Freedom & Security

Hundreds of professionals & families helped
Millions paid in Life, Health, Income & Redundancy claims
Helping clients grow and maximise their KiwiSaver for long-term wealth

Your financial well-being isn’t just about money – it’s about having the right strategies, guidance and tools to create freedom, confidence and choices.

It’s time to move from uncertainty to clarity. From financial stress to financial security. ‍Let’s make it happen.

A grandmother and granddaughter crossing rocks

Take Control of Your Future Today

In the current climate, of rising inflation, high interest rates, and increasing cost of living, it’s easy to feel stressed and uncertain.

Whether it’s managing healthcare costs, dealing with unexpected emergencies, or trying to balance financial security with everyday expenses - these pressures add up fast.

But here’s the truth: you don’t have to figure it all out alone.

We’ve helped hundreds of professionals & families just like you:
* Reduce debt faster & keep more money in their pockets
* Save thousands on insurance premiums by structuring cover the smart way
* Supercharge their KiwiSaver - so their future wealth isn’t left to chance

Confidence you can feel today. Financial security you can build for tomorrow.

If you want more freedom, more choices and more certainty, now is the time.

Join our community today - so you too can live fully and fearlessly.

A young Kiwi woman walking through a forest

A young couple looking towards financial freedom

Plan, Protect & Prosper

Financial Mapping
Plan

In today’s world of rising costs and economic uncertainty, finding financial stability can feel like a challenge. But you don’t have to navigate it alone.

‍While you can’t control inflation or interest rates, you can control the decisions you make today to secure your future.

We’ve guided hundreds of professionals like you with a clear and personalised roadmap to reduce debt faster, save thousands in interest, and thrive - no matter the economy. If you’re looking to improve cash flow, purchase property, or optimise your rental portfolio, our financial mapping is for you.

We’ll help you uncover blind spots, anticipate risks, avoid costly mistakes, and maximise your opportunities. This empowers you to make informed decisions, leading to greater confidence and financial freedom.

If you’re seeking more freedom, time, and certainty, our financial mapping is the right choice.‍

Plan Your Financial Map

Insurance
Protect What Matters

Frustrated with costly, complicated and confusing insurance policies and claims? You don’t have to deal with this alone.

We’ve helped hundreds of professionals and families like you design effective insurance plans and save paying thousands on premiums. Our claims management also enables you to confidently claim on your Life, Health, Income, Redundancy, and Mortgage Protection policies.

Your personalised insurance solution includes a high-level Financial Mapping to ensure you’re not over-insured or paying for unnecessary cover. We also help you structure your policy to save you paying thousands on premiums.

If you want security and peace of mind, our personalised insurance solutions are the right choice.

Protect What Matters

KiwiSaver
Prosper

‍Navigating your KiwiSaver options can feel overwhelming, but you don’t have to do it alone.

We’ve helped hundreds of professionals transform their KiwiSaver from a basic savings account into a powerful investment strategy. By assessing your risk tolerance, investment timeline, and financial goals, you can make your KiwiSaver work harder for you - so you can enjoy a retirement filled with financial independence and freedom.

If you’re looking for financial freedom and a more fulfilling future, our KiwiSaver service is the right choice.

Prosper With KiwiSaver

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.

Savvy Kiwis Achieve More with the Right Financial Guide

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

Financial, Insurance & KiwiSaver Success Testimonials

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. Four months after taking the cover, I experienced a cardiac arrest and severe head injury. Jaime organised my insurance claim for Trauma and Income Protection cover immediately. It's been ten years post event, I'm still unable to work and earn, and my Income Protection payments are continuing to support my living costs. Having our insurance has meant we have not had any financial stress. We know that our financial security would not be where it is today had we not taken the Trauma and Income Protection insurance.

Sarah also required a metal rod inserted into her tibia, which meant time off work. Her Income Protection covered our mortgage repayments and living costs throughout her recovery too.

We highly recommend Jaime as the most personable, caring and professional adviser we have ever worked with.

Steven & Sarah Nadollek

I noticed a lesion on my arm. During a catch-up with Jaime, I casually mentioned, "Oh, by the way, I had this a few years ago." Jaime and her team went to bat for me! They quickly facilitated a Trauma insurance claim payment for me. They also went the extra mile and negotiated with my insurer a refund on my premium for the past four years since the diagnosis, WOW! Jaime and her team have been an absolute lifesaver! They're approachable and friendly manner makes all the financial and insurance stuff easy to understand. They're also always easy to contact and quick to reply with options. Jaime's compassion, patience, and helpfulness really shines through, especially when life gets tough.

Cheryl Portman

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 financially mapping out our property investment portfolio so that we could make smart choices on buying, holding and selling. They are exceptional, delivering outstanding service and providing transformational financial guidance. I am a huge advocate and refer all our clients and friends. You can be sure your family is in the most capable and caring hands!

Tapere Hewett & Shane Kaulima

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 Kileen 

Financial Freedom Starts Here

You too can gain more freedom, time and certainty - and live life fearlessly.

Financial Mapping

Uncertain about financial stability?
‍
Financial Mapping turns uncertainty into clarity, giving you a clear plan so you can achieve financial freedom faster.
‍

PLAN

Insurance

Frustrated with costly and confusing policies?

Our personalised insurance strategies and claims management enables you to enjoy peace of mind and live life fearlessly.

PROTECT

KiwiSaver

Unsure about KiwiSaver options?

Our KiwiSaver strategies can supercharge your KiwiSaver today for a more prosperous future tomorrow.

PROSPER

3 Easy Steps to Financial Freedom

Financial Advice, Insurance & KiwiSaver from Jaime James

Connect & Clarify

We'll have a brief, meaningful phone call to understand your financial challenges and priorities. We’ll answer any questions you have and then schedule an online meeting to start turning your financial uncertainty into confidence and peace of mind.

Strategy & Action

During our meeting, we’ll work together to create a personalised plan that may include financial mapping, insurance strategies, or supercharging your KiwiSaver. You'll leave with a clear summary and actionable steps, empowering you to gain more freedom, time, and certainty.

Ongoing Support

As your life evolves, so do your financial needs. Our team is here to help you adjust your plan and strategies and manage any insurance claims, so you can live life fully and fearlessly.

Book a Call Today