Financial Mapping - Plan

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.

I noticed a little lesion on my arm. During a catch-up with Jaime, I casually mentioned, "Oh, by the way, I had this a few years ago."  Well, Jaime and her team went to bat for me! Not only did they sort a lump sum payment, but they also went the extra mile and got a refund on my altered 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.

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!

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!

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!

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.

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.

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.

I would highly recommend Jaime James and her team, she's been great to deal with - prompt and helpful every time.

Haven't had to make a claim yet and hopefully won't need to any time soon, but if I do, I have confidence it will go smoothly.

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.

Fantastic advice and customer service! We will definitely recommend you to any of our friends considering their insurances.

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.

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.