Hi, my name is James Blair.

I am the Wealth Director at Lighthouse and a Financial Adviser.

I have been working in financial services and providing advice for 10 years. I have helped hundreds of families achieve their goals so they can achieve financial peace of mind.

You can find out more about James, his experience and qualifications by visiting his LinkedIn profile.

Click here to view our Disclosure Statement.

Services we provide

Lighthouse Wealth is here to light your path to success.

New Zealanders are living busy lives focusing on their family, work and hobbies. We get so little spare time and certainly don’t want to spend that time dealing with our finances. At Lighthouse Wealth we make the complicated and time consuming, simple and easy.

How do we help our clients?

Simply put, we help our clients work out where they are, where they want to go and how to get there. We do this by working with our clients to build a financial plan. A financial plan has three key areas:

Plan

What do you need your money to do for you? Early retirement, helping your kids, peace of mind, etc. We will work through your goals and project whether you are on track. If you aren’t on track we will work out how to get there.

Grow

We help our clients build their wealth. We do this through tools like budgets, debt repayment advice, helping you buy your first home, investment property, KiwiSaver and index funds. We also have an independent research house that builds investment portfolios for our clients.

Protect

Everyone likes to plan for the future and grow their wealth, but we can be a bit slack when it comes to protecting our wealth if the worst were to happen. For most of you, your income is still your biggest asset. That means it is important to protect your income and life so you and your family can achieve your goals if the worst were to happen. This means putting life insurance and income protection in place.

Once we have built your financial plan we encourage our clients to complete an annual review to make sure we are changing tack as life happens and keeping on track to achieve your goals.

Who do we help?

We help a wide range of New Zealanders from those who have started their first job all the way to retirees who have a lump sum to invest and need a regular income.

Our most common type of client we help are families between the age of 30 and 50. You might have a young family, busy jobs that pay well and are very time poor. You have a good income but don’t feel like you are getting ahead as fast as you would like.

What do we believe?

We believe that the ‘finance world’ uses too much jargon and tries to make money much more confusing than it needs to be.

We believe you need to put a bit of time in up front but dealing with your money should be simple, sustainable and automated. Once you have set up your plan you should be able to manage your money in as little as ten minutes a week. Once you have your plan in place it is all about being patient, sticking to your plan and allowing time and compounding interest to do its thing.

What our clients think

"James is fantastic. He takes time to understand each client’s needs and genuinely invests himself in helping them reach their goals. He takes joy in rationalising things to help build simple and 
actionable strategies. Would 100% recommend.”

Mark Johnston, Senior Director, Legal at Expedia Group

“We would highly recommend James and the team at Lighthouse Financial Services Auckland. James was really good and listen to what we were wanting to do and came back to us with a plan on how to do it. We would highly suggest using James so much that we will be defiantly going back to see him. Thanks James.”

Rowan Tumai, Drainage Manager at Fulton Hogan

" Very happy with the financial/wealth-building advice and mortgage brokering we have received from the lighthouse team. This includes accurate, timely advice on what was needed to act on immediately aligned with long term (whole of life) foresight and planning. Happy to recommend Lighthouse for financial advice and mortgage brokering without hesitation.”

Daniel Jurgens, Technical Director at WSP

" I've been receiving advice and support from Lighthouse Financial Services for about 4 months. James is excellent at explaining financial questions and he has provided me with great advice. I would recommend him to anyone I know.”

Sheelagh Conran, Archaeologist

Download our podcast

Cheques & Balances with James Blair & Michael Vincent.

View and listen on all major platforms.

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