Areas of Specialisation
Experience and Background
Jason’s transition from corporate training to insurance advising is not as unusual as it might first appear as the skills are closely aligned. More than two decades of professional training embedded in him a disciplined approach to questioning, listening and explaining that translates directly into high-quality client conversations. He knows how to uncover what clients actually need, not just what they initially ask for, and how to present options in ways that empower informed decisions.
In his six years as an insurance adviser, Jason has built deep knowledge of the personal risk insurance market in New Zealand, including the product landscape, underwriting considerations, and the claims process. He understands that the true value of insurance advice is only realised when a client needs to make a claim, and structures his recommendations with that outcome in mind.
Jason operates under FSP774043 and provides financial advice in accordance with New Zealand financial services regulation and professional standards.
Who Jason Works Best With
Jason is well suited to working with:
- Individuals and families reviewing their personal insurance to ensure cover reflects their current life stage
- Clients who are new to personal risk insurance and want clear, jargon-free guidance
- Business owners who need advice on shareholder protection, key person insurance or debt protection
- Employers looking to establish or review group health schemes for their teams
- Clients who want an adviser who listens carefully and recommends only what is genuinely needed
Advice is tailored to each client’s individual circumstances, financial position and risk profile.
Regulatory Status
Jason Lloyd is a financial adviser operating under FSP774043. Financial advice is provided in accordance with New Zealand financial services regulation and professional standards.
