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Jodi Imlach - Financial Adviser

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jodi Imlach - Financial Adviser, Insurance broker, Christchurch.

05/11/2026

Yesterday was all about good people, great conversations and a long lunch! 😊

Being a business owner can be hard work, so having like-minded people in your corner makes such a difference.

It's important to get out there, make connections, share ideas and surround yourself with people who understand the journey and want to see each other succeed.

Business is about more than just what you do. It's about the people you meet along the way.

Have an awesome weekend 😎 Don't forget to rest and relax 😉

05/11/2026

What a great day at the Great Canterbury Duck Race last weekend! 🦆

We entered our very own duck, Polly, and while she gave it her best shot on the day, we might need to work on her racing skills before next year! 😂

Such a fantastic turnout and an awesome atmosphere. It was great to see so many people out supporting a wonderful event.

Thanks to everyone who made it happen. We'll be back next year 😊🦆

20/10/2026

🦆💛 Meet Polly, the Mosaic duck! 💛🦆

We’re excited to be taking part in the Great Canterbury Duck Race on Sunday 1 November, supporting the amazing work of Life Education Trust Canterbury! 🎉

Polly is ready to represent us, and we can’t wait to see her take to the water! 🦆🏁

We’re all about looking after people, protecting what matters most and making life and health insurance a little easier to understand. So naturally, we couldn’t resist getting behind a great cause that supports our community. 💛

We’ve sponsored our duck, and we’ll be there on race day cheering Polly on!

Wish Polly luck and keep an eye out for our little superstar! 😉

Good people, good causes and a little bit of duck racing. What’s not to love?

20/10/2026

☀️🚲 Finally got out for a bike ride today!

My back has been sore lately, and it’s something I’ve really been missing.

The sun was out, so I put my helmet on and off I went! 😊

Such an amazing ride. Fresh air, sunshine and a bit of time for myself. I really needed it! 💛

A few pics from today. Remember to stop every now and then and take in the views. 🌿📸

16/10/2026

Conservative, Balanced or Growth Fund - what does it actually mean for your KiwiSaver?

You’ve probably heard the terms - but what’s the difference?

Conservative:
Generally invests more in lower-risk assets like cash and bonds. You’ll usually see fewer ups and downs, but potentially lower returns over the long term.

Balanced:
Sits somewhere in the middle - a mix of lower-risk assets and growth assets such as shares and property.

Growth:
Generally invests more heavily in growth assets like shares and property. This means your balance can move up and down more, but there is greater potential for higher returns over the long term.

Aggressive:
Typically has an even higher allocation to growth assets, meaning potentially bigger ups and downs in exchange for greater long-term growth potential.

So, which one is best? There’s no single answer.

The right KiwiSaver fund for you depends on things like your age, when you’ll need the money, your goals and how comfortable you are seeing your balance fluctuate.

Being too conservative when you have decades until retirement could mean missing out on potential long-term growth. But being in a high-growth fund when you’ll need your money soon may expose you to more risk than you’re comfortable with.

Not sure what your KiwiSaver is invested in?

Talk to the team at The Smart Advice Collective. We can help you understand your options and make sure your KiwiSaver strategy is suited to you. [email protected]

13/10/2026

If your family was a business, would you be the key person?

Think about everything that goes into running a household.

The mortgage. The bills. The groceries. The appointments. The kids. The planning. The endless decisions. The list goes on…

In many families, women are effectively helping run their household like their own little enterprise.

But here’s a question we don’t ask often enough:

What happens if one of the key people in that enterprise gets sick or injured and can’t work for a year?

The mortgage doesn’t stop.
The power bill doesn’t stop.
The groceries don’t stop.
And family life certainly doesn’t stop.

That’s where Mortgage Repayment Insurance can help.

Depending on your policy, it can provide a regular monthly payment if illness or injury prevents you from working - helping keep the mortgage and other everyday expenses under control while you focus on getting better.

We insure our homes. We insure our cars. But have we protected the person helping pay for them?

Talk to The Smart Advice Collective about protecting the people your household relies on. [email protected]

12/10/2026

When was the last time you had a serious converstion about money, and your finances, and more importantly, when was the last time you asked for any advice?

As Kiwi's we are notorious for not wanting to talk about money, but if we don't - how do we know if we're on the right track?

Stats show only 28% of NZ sought financial advice last year. And women only ask for financial advice about 1/5th of the time men do.

Seeking financial advice from financial advisers such as our Smart Advice Collective team doesn't have to be scary, confusing or intimidating - actually the complete opposite.

Whether you want to know how much you can borrow for a new home, review your insurances to see if we can get you a better deal, or want to set a plan for retirement - we aim to make every conversation easy, clear, honest and friendly. And it's not as boring as you might think and we don't charge consultation fees!

You'll always know where you stand with us, no question is a dumb question and we have seen it all! We love to help families get ahead - it's what drives us to help.

Reach out - we'd love to help. [email protected]

12/10/2026

Do I actually need a financial adviser?

It’s one of the most common questions Kiwis ask - and you’re not alone if you’re unsure.

The FMA found that 26% of New Zealanders “don’t know where to start” when seeking financial advice. That’s why searches like “what does a financial adviser do?” and “how to get financial advice” are consistently high.

In reality, only 28% of NZ sought out financial advice last year.

And financial advice is NOT only just for the rich!

Here’s the truth: most people don’t need a finance degree to make good decisions - they just need someone who can explain things clearly, cut through the jargon, and help them understand their options.

A financial adviser helps you:

- make sense of your money

- understand insurance, KiwiSaver, and investing

- plan for the future (without feeling overwhelmed)

- feel confident you’re making the right decisions for your family

If you’ve ever felt unsure, stuck, or worried about “getting it wrong,” that’s exactly when advice makes the biggest difference. We would love to help. [email protected]

09/10/2026

Yesterday I had Flynn come along to work with me 😊

School holidays can be a juggle, trying to balance work, family and everything in between. But one of the things I love about what I do is having the flexibility to bring a little bit of family into my workday.

It helps when your work is more than just a J.O.B. (Just Over Broke 😉) and you genuinely enjoy what you do.

To all the mums, dads, grandparents and caregivers, enjoy the last few days of the school holidays! Make the most of the weekend, stay safe and good luck getting the kids back into school mode for Monday! 😂❤️

28/09/2026

This is one of the little things I love about what I do. 💛

When I welcome a new client, I like to send them a little welcome pack with a card, my business cards, a few bits and bobs and sometimes a little surprise.

Yesterday I received this lovely message from a client thanking me for theirs 🥰

My reply was simple:

“ I just want you to know you’re not just a number.” 💛

Because you’re not. You’re a person, a whānau and a life that matters.

It’s the little things that make a difference. 😊

Good people. Honest advice.

Address

Christchurch
7608

Telephone

+6421992997

Website

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