Financial Adviser - Jan Viljoen

janviljoen

Jan Viljoen is a New Zealand–based financial adviser known for his disciplined approach to wealth protection, long-term planning, and practical financial strategy. As an adviser operating under JV Financial Services (FSP 605149), Jan works with individuals, families, and business owners to design financial structures that protect income, grow wealth, and provide certainty in an uncertain world.

With expertise across insurance, kiwiSaver, investments, and financial planning, Jan focuses on helping clients make confident decisions about their financial futures. His advisory work spans life cover, trauma cover, income protection, disability cover, and private health insurance, alongside strategic investment guidance and KiwiSaver advice. His philosophy is simple but powerful: protect first, grow second. By securing the foundations of a client’s financial life, he enables them to pursue long-term prosperity with confidence.

Jan is known for his ability to translate complex financial concepts into clear, practical advice. Clients value his structured approach to risk analysis, needs assessments, and tailored Statements of Advice, ensuring every recommendation is grounded in careful planning and real-world outcomes.

Beyond advising, Jan has an entrepreneurial mindset. He actively works on building digital solutions that improve how professionals and jobseekers connect, demonstrating his interest in technology, innovation, and scalable business models. This blend of financial expertise and strategic thinking allows him to approach problems not only as an adviser but also as a builder of systems that create opportunity.

At his core, Jan believes financial advice should empower people. His work is driven by the conviction that the right plan — implemented with discipline — can transform uncertainty into security and ambition into reality.

In short, Jan Viljoen helps people protect what matters, build lasting wealth, and move forward with clarity and confidence

Our Team

We are a family-owned and operated team that likes coffee a little too much. Our mission is to help you and your family achieve your financial goals. This is the place where clients become family.

Mission

Our mission is to provide exceptional insurance solutions tailored to the unique needs of each client. We are dedicated to delivering unparalleled service and fostering strong relationships built on trust, integrity, and transparency. Through continuous education and a commitment to excellence, we aim to empower our clients to make informed decisions that protect their assets and ensure their financial security. Our goal is to be a reliable partner in every client's journey, offering peace of mind and steadfast support in times of need.

Vision

To be the trusted advisor for individuals and businesses, providing peace of mind and financial security through personalized, innovative, and ethical insurance solutions. We strive to empower our clients by educating them on their options and advocating for their best interests, fostering long-lasting relationships built on trust and transparency. Our commitment is to continually evolve and adapt in a changing world, ensuring our clients are always protected and prepared for whatever the future holds.

Leave us a review

We would be delighted to hear from you, and what better way to do it than by giving us a review! If a JVFS staff member has provided you with exceptional service, kindly let them know by writing a review by following the link below.

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