Services

FREE AUDIT

Here at Hallam Jones we offer a wide range of services. If you don't see what you're after listed here, simply give us a call. We'll go out of our way to help you, providing a FREE audit to assess your needs - completely obligation-free.

 

Life Insurance

We can help you select term, or permanent insurance (whole of life & endowment), as well as trauma or critical care recovery insurance, and disability insurance.

 

We specialise in insurance for all ages.

 

Domestic Insurance

Protect your home and contents, motor vehicle, and boat. We can also help you with all facets of business insurance including public liability and travel insurance.

 

Health Insurance

Without your health you truly have nothing. Talk to us about individual and family insurance including packages for groups, businesses and large families.

 

Superannuation

We specialise in Kiwisaver, UK and offshore pension transfers, and also offer business and personal superannuation, as well as employee and group life and disability benefits. 

 

Financial Planning

Successful financial planning is about looking at the big picture and considering the individual. We can offer you a diverse range of options that suit you perfectly from term investments and lump sum fund management to wealth creation and on-call accounts.

 

 

We offer full projections after fees and tax and long-term, sustainable returns above the current bank rates.

 

Financial Portfolio Advisory Services

With Hallam Jones you'll find top class advice on your current investments. We can introduce new options or just better options that will help you to realise your financial goals.

 

Sucession Planning

Keeping your home, farm, business and estate compensations in the family doesn't have to be complicated - we can make the process easy for you.

 

Mortgages

We offer all the standard services around mortgages; financing and re-financing, mortgage top-ups and debt consolidation, as well as reverse mortgages that provide equity release for people over 60.

 

Business and Farm Insurance

Talk to us about shareholder protection, business expenses, partnerships, fire and general insurance for commercial and business. We also manage professional liability insurance and work with most of the significant insurance companies.