
Jacques van Heerden
Personal Information
First Name | Jacques |
Last Name | van Heerden |
Phone | |
Headline | Life Insurance & KiwiSaver Adviser | Securing Your Family's Financial Future | Expert in Life, Trauma, Income Protection & Health Insurance for Kiwis and Business Owners |
Current Position | Life and Health Insurance Adviser |
City | Auckland |
Personal Bio/ Summary | Craft Your Kiwi Future: Your Personalised Financial Partner Imagine this: You and your family are thriving, financially secure, and on track for a prosperous future. That’s the power of having a dedicated financial advisor in your corner – someone who understands your unique needs and goals in New Zealand. That’s where I come in. I’m your one-stop shop for personalised financial guidance, specialising in life insurance (including life, trauma, income protection, mortgage protection, and TPD covers), health insurance, and KiwiSaver optimisation. Here’s why I’m the perfect fit for you: 🟢 Tailored for your Life Stage: Whether you’re a young professional planning for the future or a family-focused individual with specific needs, I cater my approach to your unique circumstances and aspirations. 🟢 Expert Solutions, Simplified: With nearly a decade of experience in the insurance industry, I translate complex financial concepts into actionable plans you can understand. 🟢 Building Trust, One Conversation at a Time: I’m committed to fostering long-term relationships based on open communication and transparency. There’s no pressure, just a genuine desire to help you navigate your financial journey with confidence.What sets me apart? 🟢 Deep Dive Analysis: We go beyond the surface, analyzing your current financial situation to identify growth opportunities and create a comprehensive protection plan. 🟢 Bespoke Solutions: Forget one-size-fits-all. I craft personalized life and health insurance plans, along with a tailored KiwiSaver strategy that aligns with your unique goals. 🟢 Ongoing Guidance: I’m your financial sounding board, offering insights, education, and support to empower you on your path to financial success. Ready to take control of your financial future? Let’s chat (no obligations!) and discuss how I can help you achieve your financial dreams. |
Mobile Phone Number | 02108311447 |
Personal Email Address | |
Who I'm looking to connect with - my ideal referral partner | Mortgage Brokers Accountants Tradies Solicitors |
Additional Information
Bx Groups you regularly attend | North Shore, Auckland |
Business Information
Business Address | 1/16 Scarlock Ave, Browns Bay, Auckland |
Business Phone Number | 9429051361389 |
Website 1 |