Hallam Jones

Providing insurance and financial advice in the
Bay of Plenty and South Waikato since 1976

Get in touch

Our aim is to help you become financially independent and keep your family together and secure, come what may.

Free Phone 0800 404 202

Let us carry out a FREE REVIEW of your current insurance or financial situation. We can advise you on options and risks you may not even be aware of...

Insurance

Investments

Mortgages

Succession Planning

KiwiSaver

Contributions, fund management, access and member benefits

Insurance

Protect what matters the most

Australian Superannuation Transfers

Financial Planning

Looking at the big picture and working towards your goals

UK Pension Transfers

Latest News & Updates

The UK Minimum Pension Age Is Changing

Monday, August 31, 2026

The UK minimum pension age will rise from 55 to 57 in April 2028. Read how the change could affect your pension and retirement plans.

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The Three Levers of Building Long-Term Wealth

Monday, August 17, 2026

Building long-term wealth can be simpler than you think. Manage what you spend, increase what you earn and invest the difference.

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Why Market Volatility Is Part of Investing

Monday, July 20, 2026

Market volatility is a normal part of investing. Staying committed to a long-term investment strategy can help you navigate uncertainty and keep your financial goals on track.

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