Jason Vokes
Financial Adviser | Kerikeri and Whangarei
Jason joined Wealthpoint in early 2014, bringing with him a wealth of experience from his career in general management and business consultancy.
My Story
Jason joined Wealthpoint in early 2014, bringing with him extensive experience in general management and business consultancy. With a Master’s degree in economics and human geography from the University of Auckland, along with a Practicing Certificate Jason combines his expertise in business and finance to provide expert advice in personal and business risk management. Jason also specializes in mortgage finance, working with New Zealand’s top lenders to offer his clients the best possible solutions.
​
Jasons focus is on understanding both current circumstances and future goals, ensuring his clients have a comprehensive plan in place for the unexpected.
By partnering with New Zealand’s leading insurers Jason is able to recommend the right products for optimal coverage while ensuring the best value for money. Regular reviews are a key part of his service to keep clients’ plans relevant as their lives evolve.
​
Outside of work Jaosn and his wife Kim have six adult children and two grandchildren between us. They cherish their spare time by traveling, spending time with friends, and enjoying the beauty of life in the Bay of Islands.