Plan Smartly

Financial Mapping Strategies for Savvy Kiwis

A tailored map to your way of a Healthy Wealthy Life

Whether you want to buy a home, pay down debt, fast-track to being mortgage-free, boost your cash flow, or you're eyeing up another investment property - our renowned financial mapping tailors the plan and strategies that resonate with your goals and lifestyle.

We help you get clarity on where you currently are financially and where you aspire to be. We shine a light on any 'blind spots' - things you may not see or have yet considered. We help you anticipate your risks, overcome challenges, and maximise opportunities. With your tailored map in hand and our team by your side, you can confidently plan, protect and prosper your way to a Healthy Wealthy Life.

Book a no-obligation 15 minute Discovery Call
Financial Planning for Savvy Kiwis

Chris & Mia's Financial Mapping Success!

Mia and Chris, two proactive professionals, with a mortgage and blessed with two kids. From an unclear financial path, looming interest payments, increased cost of insurance premiums, and not enough funds for a retirement on their terms, they sought a plan and strategy to craft their version of a Healthy Wealthy Life.

5 years

cut off their mortgage term

$178,995

saved in interest

$505,536

more in their KiwiSaver

Step into your healthy wealth life with our Financial Mapping Session

Financial Mapping Session
Plan and strategies to get you to where you aspire to be.
*$500 + GST
Includes:
Get clarity on where you are now financially and where you want to be.
We’ll take care of any areas you want sorted.
Identification of potential risks and opportunities spanning areas like KiwiSaver, Insurance, Spending Plans, Mortgage Reduction Strategies.
A Statement of Advice - your tailored financial playbook (valued at $450).
Expert advice on immediate steps and long-term strategies that align with your lifestyle and goals.
Enjoy 12 months exclusive access to our top-notch financial mapping software (valued at $350 pa).
Turning complex financial matters into a simple, understandable and practical actionable plan.
12 Month Review: A 15-minute catch-up to monitor progress.
Book a no-obligation 15 minute Discovery Call
* Fee may vary based on the level of complexity, time and resources required. We believe in rewarding action and commitment. Therefore, we're happy to waive our fee if you choose to take up any new Life, Trauma, or Income insurance products within 3 months following our Financial Mapping advice session. It's our way of saying thank you for trusting us with your financial journey.

Happy Community, Healthy Wealthy Success

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. 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 H & Shane K

I wanted to say 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!

K Turnage

As a single father of two, working with Jaime and her team was a game-changer. Their financial expertise provided comprehensive family coverage without breaking the bank, even including covering my kids for free. Their financial advice and guidance on KiwiSaver has also put me on a better retirement track. I highly recommend Jaime and her team for fellow parents. They exceeded my expectations!

Patrick K


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


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

A single piece of financial advice can make or save you thousands

Our pathways are expertly crafted to save you time, money and stress.

Financial Mapping

Our renowned Financial Mapping crafts plans and strategies that resonate with your goals and lifestyle to design your way of a Healthy Wealthy Life.

Whether you’re striving to pay down debt, keen to start investing, saving for a home, or eyeing that third investment property, we're your team.

PLAN Smartly

Insurance

Our successful insurance strategies include a 'high level' Financial Mapping. Together, we craft personalised insurance to bridge the gap and align with your priorities so you're NOT over-insured.

Protect what's dear to you and face life's uncertainties confidently.

PROTECT What Matters

KiwiSaver

We assess your risk tolerance, investment timeline and objectives, optimising your KiwiSaver from a savings fund to a powerful investment strategy.

Don't miss on potentially thousands of dollars. Let’s help you take your KiwiSaver investment from average to Woohoo!

PROSPER with KiwiSaver

Connect with us and start crafting your Healthy Wealthy Life

Financial Advice, Insurance & KiwiSaver from Jaime James
01

Connect & Clarify

Let's connect over a brief but meaningful chat to get to know your challenges, priorities and desired outcomes. We’ll discuss what kind of advice or services you’re looking for, answer any questions you might have, and go from there.

02

Strategy & Action

Next, we gather information for a productive meeting together to craft a financial roadmap, tailor insurance or optimise your KiwiSaver. Post-meeting, you'll receive a summary, and we'll swing into action on the areas you want to prioritise.

03

Ongoing Support

Dreams change, economies shift, things happen. What you want to achieve at age 30 could be different when you're 50. With our team by your side, we can help adjust your plans and strategies to live your version of a Healthy Wealthy Life. 

Book a no-obligation 15 minute Discovery Call

FAQs

Book a no-obligation 15 minute Discovery Call
How does the Financial Mapping process work?

Our unique process is a comprehensive assessment to understand your financial goals, challenges, and present situation, leading to a tailored strategy. Our software enables us to give you a visual snapshot of where you’re at and the impact of different scenarios on your financial goals. Before our meeting, we ask you to provide information that helps us understand your personal goals, circumstances and finances.

What makes your service different from other financial planners?

We focus on 'healthy wealth,' ensuring you enjoy life's journey and not just the destination. Because we start with the financial mapping process, the choices you make are truly personal to you. We don’t cut corners, so you have the best experience.

Can you help with property investment?

We don’t assist in finding, buying, selling, or conducting any other transactions related to properties), however we can show you how an investment portfolio can affect your wealth, and using our financial mapping software, show you how investment property purchases or sales can affect your future.

How do you tailor strategies to individual clients?

By understanding your personal aspirations, current financial state, and long-term goals.

Are there any hidden fees?

Transparency is key. We discuss all investment upfront.

Do you provide guidance on insurance?

Absolutely! Insurance is a pivotal part of securing your financial future. If you want to grow your wealth, insurance is critical. So, we help our clients find the right level of insurance cover for their health, life, mortgage and income.

Learn more about Insurance

How often will we review our financial plan?

Regular reviews are crucial. We typically recommend annual assessments, but this can vary based on individual needs.

Can you assist with debt management?

Certainly! Reducing debt and optimising cash flow are among our specialisations.

How soon can I expect results?

Every client's journey is unique. Some changes are immediate, while others, like investment growth, take time. As soon as you take action you’ll be on the road to getting the results you’re looking for.

Why is 'healthy wealth' important?

It ensures a balance between enjoying the present while building a prosperous future. So you can go and live your most awesome life and have beautiful experiences that make incredible memories.

Book Your Free Call