We assess your financial risks to build a protection plan that is tailored to your specific needs and budget. This is reviewed over time to ensure it stays up-to-date.
INSURANCE REVIEW
Our associates manage many of our own personal insurances, and also those of our clients (who rave about them – see testimonials), particularly their financial mapping service and that they facilitate client claims getting paid out! We recommend investing a couple of minutes to at least have an initial chat.
Our associates: Jaime James Financial & Insurance
Website: https://jaimejames.com/products-services
Disclosure: https://jaimejames.com/about
The right insurer, cover and structure for your personal circumstances makes all the difference to you at claim time.
If your ability to earn an income is compromised it can have a significant financial impact. This is why we help clients with tailored plans so they can be confident that their home, family and lifestyle are protected.
Every person is different, so it makes sense that a protection plan is unique to you. We make sure that the policy covers what you need and is structured to be affordable for as long as you need it, which makes all the difference at claim time.
You can have peace of mind knowing there’s only one phone call you need to make and that’s to us. We facilitate your claims by working with you, your insurer and other allied professionals (like your medical specialists) to help you get back on your feet again.
Designed for individuals to ensure they protect their most important assets which are their health and ability to earn an income. The plans look at how you could survive financially if you suffered an insurable event. These plans can include Life, Disability & Health insurance products.
Designed for families to ensure they are protected financially if a key member of the family was to suffer an insurable event. The plans look at how the family will survive financially and can include Life, Disability and Health Insurance Products to meet your needs.
Designed for business owners to ensure their business will survive financially if a shareholder or key person was to suffer an insurable event. The plans can provide funding to repay debt, replace key staff or fund the buyout of another shareholder. Plans may include Life and disability insurance products including Key Person cover and ACC Cover Plus Extra for self-employed clients.
We’ll discuss and focus on the areas that matter most to you. We’ll provide you with a visual snapshot of your current financial position and map different scenarios to help you reduce debt, increase cashflow and align insurance to support your plans.
We then apply for an insurance preapproval. We complete the analysis, research and due diligence on your behalf. We discuss options with you so you can tailor your insurance with your priorities and budget and implement any agreed solutions.
We work alongside you and review your protection to ensure it continues to align with your current circumstances. We provide all the administration services for any policy alterations. We’ll facilitate any claims so you can focus on recovery.
I always have my clients best interests at heart and will work with them to protect their most important asset: themselves.
Jaime James is regarded as one of New Zealand’s premier insurance advisers. Her reputation stems not only from her attention to detail and her tailored protection plans, but because she always has your best interests at heart. Jaime will work with you to protect your most important asset: yourself.
When your health or your ability to earn an income is compromised it often has devastating financial impacts on families and businesses. With her solid background in business, insurance and property investing, Jaime specialises in helping clients safeguard against a loss of income, premature death, injury or illness.
As a Registered Financial Adviser, Jaime assesses the potential financial impact of one of these events on your family, lifestyle and business. She provides solutions that achieve a protection plan tailored to your specific needs. When problematic events occur, you can have peace of mind, knowing there’s only one phone call you need to make. Jaime and her team facilitate your claims by working with you, your insurer and your other allied professionals to help you back on your feet again.
2019 | Women in Insurance Awards, ‘Broker of the Year’ Finalist
2018, 2017 & 2016 | OneNetwork Financial Advisor Awards, ‘Champion’