Jaime James

I’ve spent the last 14+ years helping thousands of professionals and families across New Zealand create lives they feel secure in.

I’m an award-winning adviser, recognised for business excellence and long-term client outcomes.

Not just financially…
but in a way where they can actually breathe, sleep at night, and enjoy what they’re creating.

Because if there’s one thing I’ve learnt, it’s this:

Life doesn’t always go to plan.

I’ve seen it with clients.
I’ve lived it myself.

The tough seasons.
The unexpected stuff.
The moments that can throw everything off track if you’re not set up properly.

And in those moments… clarity, structure, and the right support can change everything.

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I work with people who are doing well…
but don’t have the time or headspace to figure out if everything is actually set up the way it should be.

I bring clarity to that.

Helping you understand where you’re at, what needs attention, and how to protect the life you’ve worked hard to create - without overcomplicating it.

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Over the years, I’ve supported clients through millions of dollars in claims.

And that’s the part most people don’t see.

It’s not about policies.
It’s about what happens when life throws something at you… and whether everything holds up when it matters most.

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I’ve worked with everyone from everyday households through to high-net-worth individuals, and the common thread is always the same:

People want to feel clear, confident, and secure in the life they’re creating.

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I care deeply about how life actually feels.

Health.
Energy.
Relationships.

Because what’s the point of creating wealth…
if you don’t have the capacity to enjoy it?

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Outside of work, you’ll usually find me in nature 🌿, out on a hike, or face planting something delicious over a great conversation with people I love.

That’s my version of a good life.

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If you’re doing well… but know there are things you haven’t quite got sorted yet…

You don’t have to figure it out alone.

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📧 jaime@jaimejames.com
📞 021 527 069
💻 jaimejames.com

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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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