Protect What Matters

Insurance Strategies for Savvy Kiwis

A tailored safety net to protect your
‍Healthy Wealthy Life

Frustrated with increasing premiums? Overwhelmed with jargon and thousands of policies to choose from? Worried if you have the right insurance and if it will support you at claim time?

Our renowned 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.

Having the right cover that's affordable and sustainable and supports you at claim time, ensures you receive maximum return on your insurance investment. Life can be unpredictable, but with the right strategies, you can protect what's dear to you and face life's uncertainties confidently.

Book a no-obligation 15 minute Discovery Call
Insurance Solutions for Savvy Kiwis

Chris & Mia's Insurance 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 Tailored Insurance Strategy

Tailored Insurance Strategy
Plan and strategies to get you to where you aspire to be.
*$500 + GST
Includes:
Tailored Insurance Strategy
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 $349).
Research and Analysis: Assessing multiple insurance products to find the best match for you.
Due Diligence & Negotiations: Investigating and negotiating terms that favour you.
Statement of Advice: Preparing and providing a comprehensive tailored recommendation (valued at $299).
Smooth Execution: Setting your chosen policies in motion.
Enjoy exclusive access to our top-notch financial mapping software (valued at $399 pa).
Post-Implementation Care: Once we’ve implemented your policy, 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 no-obligation 15 minute Discovery Call
* 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 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 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.

Can I adjust my policy as life changes?

Absolutely. As your life evolves, so will your coverage.

Are there hidden fees or charges?

Transparency is key. All fees and investments are discussed upfront.

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.