Financial Mapping -
Your Personalised Roadmap to Clairty, Confidence & Freedom

In a world of rising costs, economic uncertainty and constant financial pressure, finding stability can feel overwhelming.
But you don’t have to figure it out alone.

You can’t control interest rates or inflation -
but you can control your strategy, your decisions and your pathway forward.

We’ve guided hundreds of professionals and families through a clear, personalised Financial Mapping process that helps them:

  • Reduce debt faster and save thousands in interest
  • Improve cash flow and feel back in control
  • Purchase property with confidence (home or investment)
  • Optimise rental portfolios for long-term gain
  • Avoid costly mistakes and protect against financial blind spots
  • Maximise every opportunity available to them

Financial Mapping gives you a structured view of where you are today - and the clearest path to where you want to be tomorrow.

It empowers you to anticipate risks, make smarter decisions, and create more space, freedom and certainty in your life.

If you’re ready for more confidence, more clarity and more control over your financial future,
‍Financial Mapping is the right next step.

Book a Call Today
Financial Planning for Savvy Kiwis

Jess & Matt's Financial Mapping Success

Jess and Matt - busy professionals with a mortgage and two kids - were struggling to keep up with high interest payments, rising insurance costs and insufficient retirement savings.

The financial pressure was holding them back from the life they wanted. To regain control and build the future they envisioned, they reached out to us for a personalised plan.

By working with us, Jess and Matt achieved remarkable results:

7 years

cut off their mortgage term -
freeing them to reduce debt faster and create more financial freedom

$375,997


saved in interest payments -
put more money back into family holidays, fun travel and investments

$515,637

more in their KiwiSaver -
securing stronger long-term wealth for their retirement

Your Roadmap to Financial Freedom Faster

Financial Mapping
Your Personal Roadmap to Financial Freedom Faster
*$2,500+ GST
Plan and strategies to get you where you aspire to be.

Through this process, you’ll gain clarity, confidence and a personalised action plan to accelerate your financial wellbeing. Financial Mapping includes:
Understand exactly where you are financially
A full, clear picture of your current position - so you finally know what’s working, what isn’t, and where you can make the biggest impact.
Immediate actions + long-term strategy
Clear steps you can take today, and a long-term plan that helps you reduce debt faster, save thousands in interest, and build wealth consistently.
Create a personalised roadmap to where you want to be
Short-term priorities and long-term strategies designed around your lifestyle, values and goals.
Personalised Strategy Plan
Your custom Financial Mapping document - a clear, comprehensive guide you’ll return to again and again.
‍
Identify risks, blind spots and opportunities
Including tailored insights into KiwiSaver, Insurance, Spending Plans, Mortgage Reduction, Cashflow, and Property (home or investment).
12 months access to our financial mapping software (valued at $350 per month)
Exclusive access to your personalised dashboard that tracks your progress and keeps you accountable throughout the year.
Turn complexity into clarity
We translate financial matters into simple, actionable steps - so you can make decisions with confidence, not confusion or overwhelm.
12 Month Check-In
A 15-minute review to monitor your progress and keep you on track.
Book a Call Today

Investing in a Financial Mapping Session helps you:

  • Save time, money, and stress
    Gain clarity, reduce overwhelm, and finally feel at peace knowing you have a solid plan.
  • Maximise your financial potential
    Identify opportunities to grow wealth, strengthen your protection and improve cashflow.
  • Achieve your goals faster
    With expert guidance, make smarter decisions and accelerate your path to financial freedom.
* Fee may vary depending on complexity, time and resources required.

‍We outline full fee and commission details in our Scope of Service, provided before any advice is given.

Client Success Stories: Financial, Insurance & KiwiSaver

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

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!

Karin 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 Kileen


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

Financial Wellbeing Starts Here

Create more clarity, confidence and certainty – so you can live fully and fearlessly.

Financial Mapping

Feeling unsure about your financial direction?

Financial Mapping brings clarity to your numbers and gives you a clear path forward, so you can create financial freedom with confidence.
‍

PLAN

Insurance

Frustrated with confusing or costly cover?

Our personalised insurance strategies and claims support give you certainty, protection, and peace of mind to live fully and fearlessly.

PROTECT

KiwiSaver

Unsure which KiwiSaver option is right for you?

We help you structure your KiwiSaver for stronger growth, greater security, and a more prosperous future.

PROSPER

3 Easy Steps to Financial Wellbeing

Financial Advice, Insurance & KiwiSaver from Jaime James
01

Connect

We start with a brief, meaningful phone call to understand your financial goals, concerns and priorities. We’ll answer any questions you have and schedule your online meeting, beginning the process of turning financial uncertainty into clarity and confidence.

02

Strategy & Action

In your meeting, we work together to create a personalised plan that may include Financial Mapping, Insurance Strategy, or optimising your KiwiSaver. You’ll leave with a clear summary, practical steps, and a strategy designed to help you gain more freedom, confidence and certainty.

03

Ongoing Support

Dreams change, economies shift, things happen.  What you want to achieve at 35 could be different when you're 55. With our team by your side, we can help with ongoing guidance, policy stewardship and claims support when needed – so you can live fully and fearlessly, knowing you’re not doing this alone.

Book a Call Today

FAQs

Book a Call Today
How does the Financial Mapping process work?

Our unique process is a comprehensive assessment to understand your financial goals, challenges, and present situation, leading to a tailored strategy. Our software enables us to give you a visual snapshot of where you’re at and the impact of different scenarios on your financial goals. Before our meeting, we ask you to provide information that helps us understand your personal goals, circumstances and finances.

What makes your service different from other financial planners?

We focus on 'healthy wealth,' ensuring you enjoy life's journey and not just the destination. Because we start with the financial mapping process, the choices you make are truly personal to you. We don’t cut corners, so you have the best experience.

Can you help with property investment?

We don’t assist in finding, buying, selling, or conducting any other transactions related to properties), however we can show you how an investment portfolio can affect your wealth, and using our financial mapping software, show you how investment property purchases or sales can affect your future.

How do you tailor strategies to individual clients?

By understanding your personal aspirations, current financial state, and long-term goals.

Are there any hidden fees?

Transparency is key. We discuss all investment upfront.

Do you provide guidance on insurance?

Absolutely! Insurance is a pivotal part of securing your financial future. If you want to grow your wealth, insurance is critical. So, we help our clients find the right level of insurance cover for their health, life, mortgage and income.

Learn more about Insurance

How often will we review our financial plan?

Regular reviews are crucial. We typically recommend annual assessments, but this can vary based on individual needs.

Can you assist with debt management?

Certainly! Reducing debt and optimising cash flow are among our specialisations.

How soon can I expect results?

Every client's journey is unique. Some changes are immediate, while others, like investment growth, take time. As soon as you take action you’ll be on the road to getting the results you’re looking for.

Why is 'healthy wealth' important?

It ensures a balance between enjoying the present while building a prosperous future. So you can go and live your most awesome life and have beautiful experiences that make incredible memories.

Book Your Free Call