Achieve Security & Peace of Mind

Frustrated with costly, complicated and confusing insurance policies and claims? You don’t have to deal with this alone.

We’ve helped hundreds of professional and families like you design effective insurance plans and save thousands on premiums.  Our claims management also enables you to confidently claim on your Life, Health, Income, Redundancy, and Mortgage Protection policies.

Your personalised insurance solution includes a high-level Financial Mapping to ensure you’re not over-insured or paying for unnecessary cover. We also help you structure your policy to save you paying thousands on premiums. Enjoy certainty and confidence knowing that if your health or financial circumstances change, you’re covered:

  • Your rent/mortgage payments and utility costs are taken care of.
  • Medical and treatment expenses are handled.
  • Less stress, faster recovery, and the ability to get back on your feet.

If you want true peace of mind and a strategy that works when you need it most, our insurance solutions are the right choice.‍

Book a Call Today
Insurance Solutions for Savvy Kiwis

Jess & Matt's Insurance Success!

Jess and Matt, savvy Kiwis with a mortgage and two kids, were struggling to keep up with high interest payments, rising insurance premiums, and insufficient retirement savings. The stress of their financial situation was holding them back from achieving 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 - reducing their debt faster for even more financial freedom

$375,997

saved in interest payments -
freeing up funds for family holidays, travel adventures and investments

$515,637

more in their KiwiSaver -
securing a brighter future 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.
*$500 + GST
Includes:
Tailored Insurance Strategy - to match your unique priorities and preferences.
Zeroing in on your unique priorities and preferences.
A strategic 'high-level' Financial Mapping: Bridging the gap, so you’re not over insured (valued at $799).
Research and Analysis: Assessing multiple insurance products to find the best match for you.
Due Diligence & Negotiations: Investigating and negotiating terms that favour you.
Tailored Insurance Strategy: Preparing and providing a comprehensive tailored recommendation (valued at $375).
Smooth Execution: Setting your chosen policies in motion.
Enjoy exclusive access to our top-notch financial mapping software (valued at $349 pa).
Ongoing Care: Once you're covered, we don't ghost on you. We stick around for:
Policy Stewardship: Ensuring your policies remain aligned with your needs.
Claims: We facilitate claims so you can focus on recovery.
Check-In Review: Revisiting your policies to ensure they remain relevant and valuable.
Book a Call Today
* Fee waived if any new Life, Trauma, or Income insurance products are implemented within a month following our advice session.

Financial, Insurance & KiwiSaver Success Testimonials

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

Financial Freedom Starts Here

You too can gain more freedom, time and certainty - and live life fearlessly.

Financial Mapping

Uncertain about financial stability?
‍
Financial Mapping turns uncertainty into clarity, giving you a clear plan so you can achieve financial freedom faster.
‍

PLAN

Insurance

Frustrated with costly and confusing policies?

Our personalised insurance strategies and claims management enables you to enjoy peace of mind and live life fearlessly.

PROTECT

KiwiSaver

Unsure about KiwiSaver options?

Our KiwiSaver strategies can supercharge your KiwiSaver today for a more prosperous future tomorrow.

PROSPER

3 Easy Steps to Financial Freedom

Financial Advice, Insurance & KiwiSaver from Jaime James
01

Connect & Clarify

We'll have a brief, meaningful phone call to understand your financial challenges and priorities. We’ll answer any questions you have and then schedule an online meeting to start turning your financial uncertainty into confidence and peace of mind.

02

Strategy & Action

During our meeting, we’ll work together to create a personalised plan that may include financial mapping, insurance strategies, or supercharging your KiwiSaver. You'll leave with a clear summary and actionable steps, empowering you to gain more freedom, time, and certainty.

03

Ongoing Support

As your life evolves, so do your financial needs. Our team is here to help you adjust your plan and strategies and manage any insurance claims, so you can live life fully and fearlessly.

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.