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

What NZ Residents Should Know About Their UK Pension

Tuesday, March 31, 2026

If you worked in the UK and now live in New Zealand, your pension may deserve a review. Learn what NZ residents should know about UK pensions.

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Building Wealth Through Bear Markets

Tuesday, March 3, 2026

Warren Buffett’s advice to be cautious in times of euphoria and disciplined in times of fear highlights a key investing principle. Here’s what bear markets mean for KiwiSaver and long-term investors.

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Your Greatest Asset is To Learn

Wednesday, February 25, 2026

Financial wellbeing is not just about income. Learning how money works - from compounding to KiwiSaver decisions - can materially influence long-term outcomes.

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