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

Need some advice
but not sure where to start?

Book A Consultation

Need some advice
but not sure where to start?

Book A Consultation

Our Clients’ Experiences

    
 
 
        
   Sophie Tu 
 2024-03-14
 
 
  謝謝谷洋專業的建議，清楚解答我對醫療保險的疑問～
  
 
       
   Jason Chai 
 2024-03-14
 
 
  First class service! YG Financial has been really helpful in helping our family with all our insurance advise. Anything from questions, claims to picking the right policies, we know we can always put our trust in them to deliver. Highly recommended!
  
 
       
   Jackie Li 
 2024-03-11
 
 
  What a great team of professionals, provided fantastic service to my whole family. Not only helped us with insurance plans that's tailormade, but also helped up get the most of our claims when time was tough. Can't thank them enough!
  
 
       
   Xuan Tang 
 2023-11-16
 
 
  Very professional and excellent service. Highly recommended.
  
 
       
   Ruby Wei 
 2023-06-28
 
 
  YGFS has provided us with their professional advice and services. Absolutely fantastic team to recommend to someone who need a professional team for their insurance 👌👍
  
 
       
   Winnie Wang 
 2023-06-23
 
 
  YG Insurance has provided me with excellent service and peace of mind. Their customer support is outstanding, guiding me through the enrollment process and addressing all my concerns. Highly recommended!
  
 
       
   Tiffany Yee 
 2022-10-19
 
 
  Yang is the insurance superhero for sure! You will never go wrong with him, super knowledgeable and professional, highly recommended.
  
 
       
   Codie Chak 
 2022-09-28
 
 
  谷洋顾问非常专业高效，提供的建议很符合我的切身需求。中英文服务切换自如。保险交给他处理我很安心，非常值得推荐！
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 31 reviews

Sophie Tu

2024-03-14

謝謝谷洋專業的建議，清楚解答我對醫療保險的疑問～

Jason Chai

First class service! YG Financial has been really helpful in helping our family with all our insurance advise. Anything from questions, claims to picking the right policies, we know we can always put our trust in them to deliver. Highly recommended!

Jackie Li

2024-03-11

What a great team of professionals, provided fantastic service to my whole family. Not only helped us with insurance plans that's tailormade, but also helped up get the most of our claims when time was tough. Can't thank them enough!

Xuan Tang

2023-11-16

Very professional and excellent service. Highly recommended.

Ruby Wei

2023-06-28

YGFS has provided us with their professional advice and services. Absolutely fantastic team to recommend to someone who need a professional team for their insurance 👌👍

Winnie Wang

2023-06-23

YG Insurance has provided me with excellent service and peace of mind. Their customer support is outstanding, guiding me through the enrollment process and addressing all my concerns. Highly recommended!

Tiffany Yee

2022-10-19

Yang is the insurance superhero for sure! You will never go wrong with him, super knowledgeable and professional, highly recommended.

Codie Chak

2022-09-28

谷洋顾问非常专业高效，提供的建议很符合我的切身需求。中英文服务切换自如。保险交给他处理我很安心，非常值得推荐！

Joanna Zhang

Insurance & KiwiSaver Specialist

Need some advice but not sure where to start?

Need some advice but not sure where to start?

Our Clients’ Experiences

Need some advice
but not sure where to start?

Need some advice
but not sure where to start?