YG General
Choose your Journey

Joanna Zhang

Insurance & KiwiSaver Specialist

Having arrived in New Zealand in 2001, I embarked on an academic journey that culminated in a Bachelor's degree in Finance and Economics from Massey University in 2005. Subsequently, I furthered my education at the University of Auckland, where I achieved a Master's in Professional Accounting. This solid educational foundation laid the groundwork for my professional career.

Commencing in the field of accounting, I quickly established myself as a dedicated professional. However, it was in my role as a financial advisor that I discovered my true passion. Specializing in providing tailor-made solutions, my goal is to provide clients and their families with a sense of security and peace of mind.

I’ve been working in the insurance industry since 2016 and I proudly became a part of the YGFS team, assuming the role of Senior Insurance Specialist in July 2020. My professional ethos centres around cultivating enduring relationships with clients. I am dedicated to understanding their unique needs and aspirations, to deliver solutions that empower them to reach their goals.

Known for my diligent work ethic, I am committed to contributing to the overall success of the team, leveraging my expertise and experience in the insurance industry.
Call Joanna today on 021 998 699
Awards and recognitions

2023 Trusted Adviser – Financial Advice NZ
2022 Million Dollar Round Table COT
2021 Million Dollar Round Table
2020 Million Dollar Round Table COT
2020 International Dragon Award - Silver Dragon Award
2019 AIA Ascend Award Platinum
2019 Newpark Elite Award
2019 Million Dollar Round Table
2019 International Dragon Award - Silver Dragon Award
2018 Million Dollar Round Table
2018 International Dragon Award - Silver Dragon Award
2017 AIA Distinction Programme CEO Club

Qualifications

BCom
M.PA
NZSFC (level 5 in Life Insurance, General Insurance and Investment)

Member of

Financial Advice New Zealand

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but not sure where to start?

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Need some advice
but not sure where to start?

Contact us today for a no-strings, free 30-minute consultation.
Book A Consultation

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09 413 5027A1, 17 Corinthian Drive Albany, Auckland 0632
Po Box 300214, Albany,
Auckland 0752