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

Keep Calm and Invest On

Friday, May 15, 2026

Why staying calm during market ups and downs matters for KiwiSaver investors. A long-term perspective can help keep your investment goals on track.

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Why Short-Term Returns Can Lead to Long-Term Mistakes

Monday, May 4, 2026

Short-term returns can be tempting, but switching strategies at the wrong time can impact long-term wealth. Here is why staying invested matters.

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Receiving Your UK State Pension While Living in NZ

Wednesday, April 22, 2026

If you worked in the UK, you may still be entitled to a UK State Pension while living in New Zealand. Here's what to know, including the frozen pension issue.

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