We're often thrown into financial decisions without a manual. Our school days didn't equip us with the skills to navigate investments, mortgages, or insurance fine print.
Fast forward, and here you are - a homeowner, dedicated parent, and working professional - faced with financial choices that seem daunting and unfamiliar.
Navigating this journey alone can quickly become overwhelming, leading to restless nights and second-guessing yourself.
Everyone deserves a dependable financial advisor by their side. We're always ready to offer insight, support and guide you when challenges arise, and help you confidently make financial decisions. Together, we'll transform your financial journey from a path of worry, to one of empowerment and confidence.
"Super helpful and informative. I'm excited to try and make future decisions with updated, accurate and forecasted info!"
"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."
Let's connect over a brief but meaningful chat to get to know your challenges, priorities and desired outcomes. We’ll discuss what kind of advice or services you’re looking for, answer any questions you might have, and go from there.
Next, we gather information for a productive meeting together to craft a financial roadmap, tailor insurance or optimise your KiwiSaver. Post-meeting, you'll receive a summary, and we'll swing into action on the areas you want to prioritise.
Dreams change, economies shift, things happen. What you want to achieve at age 30 could be different when you're 50. With our team by your side, we can help adjust your plans and strategies to live your version of a Healthy Wealthy Life.
Important information about us
Supercity Insurance Ltd, trading as Jaime James Financial & Insurance, is a Financial Advice Provider (FAP) regulated by the Financial Markets Authority to provide financial advice and holds a Class 2 licence. Our Financial Services Provider (FSP) number is 749451.