About Us

Nicola Jones Financial Services is an insurance brokerage based in Takapuna, Auckland, with full access to all major life and health insurance companies.  We have an in-depth knowledge of all the policies on the market, coupled with over 13 years experience to find the best insurance solution for your needs.

 

We work for you

We work for you, not for an insurance company.  We are not tied to any one insurance provider so we’re free to advise you on the most appropriate cover at the best rates, from a wide range of insurance partners. We only deal with carefully selected insurance companies who are financially sound and place your policy with the company offering the best solution for you.

 

Our service is our strength

Our number one product is service.  Everyone has different needs, values and goals, so we take the time to get to know you and find out what’s really important in your life.  We know the right questions to ask, so we can arrange an insurance programme that is personally tailored for you.  It is this personal attention and knowledge of the insurance industry that leads to your individual and business security – which is a measure of our success.

 

Just the cover you need

In uncertain times, true peace of mind comes from knowing that you, your family, or business is protected if the worst happens. We give advice on how to protect your most important assets by recommending the best type and level of cover, which may include Life, Health, Income Protection, Mortgage Protection, Critical Illness & Trauma, or Total and Permanent Disablement Insurance.  We ensure you have just the cover you need, and no more.

 

Nicola Jones

Nicola Jones is an authorised Financial Adviser and owner director of Nicola Jones Financial Services Ltd.  After completing a University degree in finance in the USA, Nicola began her career in the insurance industry in Seattle, Washington.  In 2000, Nicola returned home to New Zealand and worked as an Insurance Advisor on Auckland’s North Shore before setting up her own company, Nicola Jones Financial Services in 2003.

Nicola has extensive experience working in the professional services sector.  Her in-depth understanding of the different types of insurance policies available means that she is well versed in the subtle differences between the offerings of each insurance company.  Asking the right questions enables Nicola to match her client’s goals with the right policy and enables her to calculate individual best-case financial scenarios.

 

Lee Harris

Lee has been working with Nicola since 2010.   With a background in real estate sales and administration, Lee is a proactive, efficient member of the team, supporting Nicola with the insurance administration work.