Hallam Jones Insurance and Financial Advisers

Hallam Jones Insurance and Financial Advisers Our aim is to help you become financially independent and to keep your family together and secure, c Let us carry out a FREE review of your current situation.

We are a Rotorua based team of professional brokers and support staff, headed by Mark Jones - an award winning financial adviser. We have been providing insurance and financial advice in the Bay of Plenty, South Waikato area since 1976. We can advise you on options and risks you may not even be aware of...

If you have any questions at all, please don't hesitate to get in touch. We pride ourselves

on offering a personal, friendly service.

“Hallam Jones visited me on many occasions to discuss my policy so I understood every part of it. His manner was very pleasent and I felt as though he was genuine in his interest of my and my family's wellbeing for the future."

- Lynette, Tauranga

Building long-term wealth doesn’t have to be complicated. When you strip it back, there are three main levers you can pu...
17/08/2026

Building long-term wealth doesn’t have to be complicated. When you strip it back, there are three main levers you can pull:

1. Manage what you spend
2. Increase what you earn
3. Invest the difference

We take a look at how these work together, where KiwiSaver fits in, and what regular investing could add up to over time.

Read more: https://www.hallamjones.co.nz/news/the-three-levers-of-building-longterm-wealth/

💡 General information only. For personalised financial advice, please contact the team at Hallam Jones.

Building long-term wealth can be simpler than you think. Manage what you spend, increase what you earn and invest the difference.

Market volatility can be unsettling, but it's a normal part of investing.When markets move, it's easy to get caught up i...
20/07/2026

Market volatility can be unsettling, but it's a normal part of investing.

When markets move, it's easy to get caught up in the headlines. That's why having a long-term investment strategy matters. It's designed to help keep you focused on your financial goals during periods of uncertainty.

Here's a simple article on why keeping perspective is important. 🔗

👀 General information only. For personalised financial advice, please contact the team at Hallam Jones.

Market volatility is a normal part of investing. Staying committed to a long-term investment strategy can help you navigate uncertainty and keep your financial goals on track.

Can you transfer a UK pension to New Zealand? It's one of the most common questions we hear from people who worked in th...
22/04/2026

Can you transfer a UK pension to New Zealand? It's one of the most common questions we hear from people who worked in the UK before moving here.

The answer is often yes - but the rules on both sides of the world mean it's worth understanding what's involved before making any decisions. QROPS requirements, exchange rates, and tax treatment in both countries all play a role.

We've put together a plain-English overview of what to consider. 🔗

👀 General information only. For personalised financial advice, please contact the team at Hallam Jones.

If you worked in the UK and now live in New Zealand, you may be able to transfer your pension. Learn the key rules and considerations.

Part two of this series.If you worked in the UK before moving to New Zealand, there may be a timing rule worth understan...
16/04/2026

Part two of this series.

If you worked in the UK before moving to New Zealand, there may be a timing rule worth understanding.

New Zealand tax legislation includes what is often called the four-year rule, which can affect how a UK pension transfer is treated for tax purposes depending on how long you have been a New Zealand resident. Once that window has passed, the treatment can change.

Understanding where you sit may be worth your time - especially if you are still in the early years of living here.

👀 General information only. For personalised financial advice, please contact the team at Hallam Jones.

UK pensions held by NZ residents may be affected by the four-year rule. Learn why timing can matter when reviewing overseas pensions.

Worked in the UK before moving to New Zealand?There's a good chance you may still have a pension there - and for many pe...
31/03/2026

Worked in the UK before moving to New Zealand?

There's a good chance you may still have a pension there - and for many people it simply sits untouched for years. Timing, tax rules, and the type of scheme you hold can all affect your options.

Here's why it may be worth taking a closer look, and what to consider before making any decisions... 🔗

👀 General information only. For personalised financial advice, please contact the team at Hallam Jones.

If you worked in the UK and now live in New Zealand, your pension may deserve a review. Learn what NZ residents should know about UK pensions.

Address

1384 Hinemoa Street
Rotorua
3010

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+64800404202

Website

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