Insurance Strategy -
that gives you Clarity, Confidence and Certainty

Insurance shouldn’t feel confusing or costly – and you shouldn’t have to figure it out alone.

We help busy professionals and families design smart, cost-effective insurance strategies that protect your income, health and lifestyle. With over a decade of experience, we know how to structure your cover so you can save thousands in premiums while still having the protection you need – without paying for unnecessary extras.

Every Insurance Strategy includes a high-level Financial Mapping review to make sure you’re not over-insured, under-insured, or paying for cover you don’t need. The result is a tailored structure that gives you clarity, confidence and long-term savings.

When life becomes unpredictable, you’ll have certainty knowing your mortgage or rent is supported, your medical treatment is covered, and your lifestyle is protected so you can focus on recovery.

This is what real peace of mind looks like – less stress, faster recovery, and the security to get back on your feet.

Book a Call Today
Insurance Solutions for Savvy Kiwis

Jess & Matt's Insurance 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

A Tailored Safety Net to Protect Loved Ones

Tailored Insurance Strategy
Plan and strategies to get you to where you aspire to be.
Includes:
High-level Financial Mapping – a strategic overview of your numbers so we can see what needs protecting, where the gaps are, and how to avoid being over or under insured.
Clear recommendations – a comprehensive, easy to understand recommendation that shows you exactly what we suggest and why.
Research and product analysis – we compare multiple insurers and products to find the most suitable options for your situation.
Smooth execution – we handle the paperwork and set your chosen policies in motion, so you can get this done with minimal time and stress.
Due diligence and negotiations – we investigate the finer details and negotiate terms that work in your favour.
Access to our financial mapping tools – so you can see your position clearly and understand how your insurance fits into your bigger financial picture.
Personalised Insurance Strategy – cover structured around your income, family, lifestyle and goals, so you only pay for what truly matters.
Ongoing Care – We Stay In Your Corner
Once you are covered, we do not disappear. We continue to support you with:
Claims support – if you need to claim, we guide and advocate for you, so you can focus on recovery while we help with the process.
Regular review – revisiting your cover so it stays relevant, effective and good value over time.
Policy stewardship – checking in to make sure your policies still match your life, income and goals as things change.
Book a Call Today
Our Professional Fee Options for Insurance Advice
For insurance advice, you can choose the option that suits you best:
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‍* Commission Model (no direct cost to you)  
Ideal for clients who prefer to implement any new Life, Medical, Trauma or Income Protection insurance - your insurer pays us a standard commission - meaning there is no fee payable by you. This allows clients to receive high-quality advice without upfront cost.

* Fee-for-Service (hourly)
Ideal for clients who prefer a direct fee structure - we charge our hourly rate.
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‍We outline full fee and commission details in our Scope of Service, 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 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.

Are there hidden fees or charges?

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

Can I adjust my policy as life changes?

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

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.