James has over 16 years’ experience in the financial services sector. Based on Auckland’s North Shore, he provides personal and business insurance solutions and has gained a reputation as an enthusiastic and hardworking financial adviser who achieves outstanding results for his clients.
022 167 4295
James has over 16 years’ experience in the financial services sector. Based on Auckland’s North Shore, he provides personal and business insurance solutions including life, income and mortgage protection, disability, trauma, fire and general insurance, KiwiSaver, health insurance, and advice to businesses on key person cover, group insurance plans and share purchase agreements.
He has gained a reputation as an enthusiastic and hardworking financial adviser who achieves outstanding results for his clients.
James began his financial services career with the Southern Life Insurance company in South Africa and then worked for Momentum after that company acquired Southern Life. He graduated from Stellenbosch University with a Post Graduate Diploma in Financial Planning and qualified as a Certified Financial Planner in 2012. Last year he immigrated to New Zealand and established his own financial planning practice.
James believes that financial planning is essential for individuals and households to achieve their financial and lifestyle goals. Although goals and objectives will vary, there are a number that are common to most, for example: creating financial security, buying a home, saving for the education of children, planning for retirement, or planning for a holiday.
He offers his clients absolute integrity and the knowledge and skills necessary to provide a personalised service, competently, objectively and diligently at all times.
By not being tied to a particular provider, James ensures your insurance delivers the best outcome should you have to make a claim.
James is married to Megan, they have two daughters aged 5 and 10 and have made their home on Long Bay, on Auckland’s North Shore.
A keen squash player, James also enjoys road cycling and mountain biking.
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