Jaime James

What creates true health, wealth, and freedom?
For more than a decade, I’ve been helping people turn uncertainty into clarity and confidence – from average household incomes to high-net-worth individuals.

I work with professionals, business owners, and families who are driven to achieve more – helping them create financial wellbeing and life integration by aligning health, wealth, and connection so they can live with more energy, security, and purpose.

✨ Millions paid in Life, Health, Income claims – ensuring families have protection when they need it most.
✨ KiwiSaver strategies refined – so future wealth grows with intention, not chance.
✨ Financial maps built – turning uncertainty into direction, and direction into confidence.

My Story

At 24, I bought my first home – working three jobs to make it happen. Then the Global Financial Crisis hit. Interest rates soared, I lost my job, and I defaulted on my mortgage. It felt like everything I’d worked for was being ripped away.

That season taught me what no textbook could: when life throws curveballs, stress without strategy creates fear – but clarity and a solid plan create freedom.

What Makes My Approach Different

I’ve spent years learning from the world’s best in wealth, health & mindset.
Being in rooms with billionaires, pioneers & strategists changes how you see risk, opportunity & security.

But theory means nothing without lived experience.
Everything I share is tested, practical, and proven with real clients who’ve rebuilt confidence, stability, and growth.

True wellbeing isn’t about balance – it’s about integration: aligning your health, wealth, and relationships so they support each other.

What I Know For Sure

💡 Real wealth isn’t just money – it’s energy, vitality & choice.
💡 Small, consistent shifts create massive results – the two-millimetre changes that compound over time.
💡 Uncertainty is inevitable – but with the right map, you can face it with clarity & confidence.

Let’s Build Your Map

You don’t have to figure it all out alone.
Let’s design a plan that helps you protect what matters, build what’s next, and live life fully – not someday, but now.

FSP293766
NZ Certificate in Financial Services ( NZCFS Level 5 qualifications )
Level 5: Life, Disability & Health Insurance – Strategi Programme Number 120621-2
Level 5: Investments – Open Polytech FSC523
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