Jaime James

💡 Curious About What Creates True Health, Wealth & Freedom?

I’ve spent years learning it, living it, and sharing it.

Along the way, I’ve helped hundreds of professionals and families gain more clarity, confidence and financial freedom - so they can live fully and fearlessly.

✨ Millions paid in Life, Health, Income & Redundancy claims - ensuring families have security when they need it most.
✨ Helping clients grow & maximise their KiwiSaver - so their future wealth isn’t left to chance.
✨ Guiding people through uncertainty - because life doesn’t always go to plan.

And I know that firsthand.

At 24, I bought my first home, working three jobs to make it happen. Then the Global Financial Crisis hit.

💥 Interest rates soared to 10%. I lost my job & defaulted on mortgage repayments. I felt trapped - like I was losing everything I’d worked for.

And this is life sometimes, right?

Things change. The unexpected happens. Fear, uncertainty and loss of control creep in. And when it does, it can impact everything - our health, relationships, confidence, and ability to move forward.

I didn’t have a financial plan. I didn’t have guidance. And I learned the hard way how much that mattered.

That experience changed everything.

Now, for the past 13 years, my team and I have been helping others:
✅ Optimise their KiwiSaver - turning it into a powerful tool for future wealth.
✅ Navigate life’s financial curveballs - so they have security & options.
✅ Make smart financial decisions that create real freedom.

💡 What Sets Me Apart? I’ve spent years learning from some of the most brilliant minds in wealth, health & mindset.

📍 Being in the room with billionaires, pioneers & financial experts shifts the way you see risk, opportunity & security.
📍 What I’ve learned isn’t just theory - I apply it, test it, and share what actually works.
📍 And I believe financial well-being is about more than money - it’s about choices, energy, and a life that feels exciting.

Here’s What I Know for Sure:
💡 Real wealth isn’t just about money - it’s about having the energy, vitality & resources to live life on your terms.💡 Small shifts create big results - what you do today compounds into your future.
💡 Uncertainty is inevitable - but having a plan changes everything.

You don’t have to figure it all out alone.

Let’s create a plan that gives you clarity, confidence and a life you love even more.

📧 jaime@jaimejames.com 📞 021 527 069
https://www.linkedin.com/in/jaimejames/

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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