KiwiSaver -
That Gives You Confidence in Your Future

Navigating KiwiSaver can feel confusing, but you don’t have to figure it out alone.

We help busy professionals and families turn their KiwiSaver from a “set-and-forget” account into a powerful investment strategy that supports long-term financial confidence, freedom and security.

With the right structure, many Kiwis could be earning thousands more over time - simply by matching their fund type and provider to their goals, income, timeline and appetite for risk.

What Smart KiwiSaver Advice Delivers

  • Greater long-term security: Feel confident knowing your retirement savings are working efficiently and aligned to your future lifestyle.
  • Enhanced growth potential: Your fund will be matched to your investment goals so you’re maximising returns over time, not leaving money on the table.
  • Personalised strategy: We look at your income, goals, risk profile, and retirement timeline to design a KiwiSaver approach that suits you - not a generic default.
  • Clear, expert guidance: No jargon. No confusion. Just simple, practical advice so you can make confident, informed decisions

If you want certainty, stability and a stronger financail future, our KiwiSaver guidance is the right choice.

Book a Call Today
KiwiSaver Strategies for Savvy Kiwis

Jess & Matt's KiwiSaver 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

Optimise KiwiSaver for a Brighter Future

Optimise KiwiSaver Session
Plan and strategies to get you to where you aspire to be.
*$150 + GST
Includes:
Personalised KiwiSaver Strategy – we assess your risk tolerance, investment timeline and goals to create a strategy that suits your life and long-term plans.
Balance projections – see your current and future KiwiSaver balance, with clear forecasts showing how your investments could grow over time.
Provider, fund and contribution guidance – to align best with your goals.
KiwiSaver Reviews – ongoing check-ins to ensure your strategy stays aligned as your income, goals and life evolve.
Book a Call Today

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
Is KiwiSaver right for me?

KiwiSaver offers a multitude of benefits, including employer contributions, government contributions, and the ability to use it for a first-home purchase. It's an excellent tool for long-term savings and retirement planning. It's advisable to seek professional financial advice to assess if KiwiSaver aligns with your personal financial goals and needs.

How do I choose the best fund?

That's where our expertise comes in. We assess your goals and risk appetite to recommend the best fit.

Can I change my contribution rate?

Yes, and we can guide you on optimising it for maximum benefits.

How often should I review my KiwiSaver?

KiwiSaver is generally a long-term investment designed to grow over time. However, life is full of changes, so it's a good time to review your KiwiSaver whenever you experience a significant life or financial change. Doing so ensures that your investment continues to align with your evolving needs and objectives.

Are there any hidden fees?

Rest assured, there are no 'hidden' fees - we discuss any fees clearly so you can make the most informed decision for your financial future.

What if I move overseas?

We can advise on the best steps based on your circumstances and future plans.

How does KiwiSaver help me buy a home?

KiwiSaver offers first-home withdrawal and potential grants. We'll guide you on maximising these benefits.

Is it too late to start with KiwiSaver?

It's never too late. Every contribution helps in shaping a better future.

How secure is my investment?

While all investments have risks, we guide you in funds aligned with your comfort level and market understanding.

Can I make lump-sum contributions?

Absolutely. We can advise on the benefits and timing of such decisions.