Following a career in general management and business consultancy Jason joined Wealthpoint in early 2014. Jason holds a Practicing Certificate along with a Master’s degree from the University of Auckland with a major in economics.
Jason specialises in personal and business risk management as well as providing mortgage finance through New Zealand’s top lenders. With an understanding of current circumstances and future goals, Jason is able to provide his clients with peace of mind, knowing they have a plan in place to take care of the unexpected. By working with New Zealand’s leading insurers Jason will recommend products that provide the right cover whilst ensuring the best value for money is obtained, along with regular reviews to ensure the plan remains relevant over time.
Jason and his wife Kim have six children between them, so any spare time is precious. They enjoy travelling and spending time with friends and feel privileged to live in the beautiful Bay of Islands.
09 407 4317