Achieve Security & Peace of Mind

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

We’ve helped hundreds of professional and families like you design effective insurance plans and save 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. Enjoy certainty and confidence knowing that if your health or financial circumstances change, you’re covered:

  • Your rent/mortgage payments and utility costs are taken care of.
  • Medical and treatment expenses are handled.
  • Less stress, faster recovery, and the ability to get back on your feet.

If you want true peace of mind and a strategy that works when you need it most, our insurance solutions are the right choice.

Insurance Solutions for Savvy Kiwis

Jess & Matt's Insurance Success!

Jess and Matt, savvy Kiwis with a mortgage and two kids, were struggling to keep up with high interest payments, rising insurance premiums, and insufficient retirement savings. The stress of their financial situation was holding them back from achieving 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 - reducing their debt faster for even more financial freedom

$375,997

saved in interest payments -
freeing up funds for family holidays, travel adventures and investments

$515,637

more in their KiwiSaver -
securing a brighter future for their retirement

A Tailored Safety Net to Protect Loved Ones

Tailored Insurance Strategy
Plan and strategies to get you to where you aspire to be.
*$500 + GST
Includes:
Tailored Insurance Strategy - to match your unique priorities and preferences.
Zeroing in on your unique priorities and preferences.
A strategic 'high-level' Financial Mapping: Bridging the gap, so you’re not over insured (valued at $799).
Research and Analysis: Assessing multiple insurance products to find the best match for you.
Due Diligence & Negotiations: Investigating and negotiating terms that favour you.
Tailored Insurance Strategy: Preparing and providing a comprehensive tailored recommendation (valued at $375).
Smooth Execution: Setting your chosen policies in motion.
Enjoy exclusive access to our top-notch financial mapping software (valued at $349 pa).
Ongoing Care: Once you're covered, we don't ghost on you. We stick around for:
Policy Stewardship: Ensuring your policies remain aligned with your needs.
Claims: We facilitate claims so you can focus on recovery.
Check-In Review: Revisiting your policies to ensure they remain relevant and valuable.
Book a Call Today
* Fee waived if any new Life, Trauma, or Income insurance products are implemented within a month following our advice session.

Testimonials: How Our Clients Achieved Financial Freedom and Peace of Mind

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

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.

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 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 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

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


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.

Alex E

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

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.

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.

KiwiSaver

Unsure about KiwiSaver options?

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

3 Easy Steps to Financial Freedom

Financial Advice, Insurance & KiwiSaver from Jaime James
01

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.

02

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.

03

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.

How personalised can my insurance be?

Every policy is tailored to your unique situation and desires. Because we start with a 60-minute financial mapping session, we know what you’re looking for out of life and so can tailor your insurance to make sure you’re neither over or under insured to meet your healthy wealth goals.

What if I’m already insured?

We can reassess and optimise your current policies. Making sure you’re neither over or under insured, and insured for the right things.

How do you handle claims?

Our team manages the paperwork and processes, ensuring hassle-free claims for you. You won’t need to worry about a thing - just call us and we’ll manage everything for you.

Can I adjust my policy as life changes?

Absolutely. As your life evolves, so will your coverage.

Are there hidden fees or charges?

Transparency is key. All fees and investments are discussed upfront.

Do I have to communicate with insurance companies directly?

No, we handle all communication for you.

What types of insurance do you specialise in?

We provide a range of tailored solutions for health, income, mortgage and life insurance.

How do I start the process?

Simply book a call, and we'll guide you.