Office Location

1/134 Queens Drive
Lower Hutt 5010

Office Hours

Mon–Fri 08:30am –17:30pm
Sat & Sun–Closed

About Us

Ian Jordan

DipFA, Cert PFS, CEMAP

Upon leaving School in the summer of 1975, Ian served in the British Army and the U.K Metropolitan Police Force and also a couple of in between jobs, before starting his career as a Financial Adviser with the U.K. branch of the National Mutual Of Australasia in the summer of 1982. Over nearly 40 years’ service as a Financial Adviser, Ian has developed a wealth of knowledge and experience. He is a fully qualified Financial Adviser holding the U.K. Institute of Financial Services (IFS) Diploma for Financial Advisers (DipFA) together with Chartered Insurance Institute (CII) and {Personal Finance Society Certificate in Financial Planning (CertPFS). Additionally, as fully qualified Authorised Financial Adviser here in New Zealand, Ian holds the New Zealand Certificate in Financial Services (Level 5 v.1 & v.2)

In 1985, he established his own independent financial services practice based in Fareham, Hampshire, U.K.  In 2019, Ian and Carol’s Son Lee, who had been a Partner in the Family Independent Financial Adviser (IFA) Business since 2006, bought out Ian and Carol’s financial interests in the family IFA Practice, and is now owned and operated by Lee Jordan (Endurance Wealth Limited) and continues to be a very successful Independent Financial Adviser Practice with a very loyal and legacy client bank spanning over nearly 40 years of client service and advice.

Ian is a member of the Financial Advice NZ and also the Chartered Insurance Institute (CII), Personal Finance Society and the Institute of Financial Services (IFS) in the United Kingdom. In addition, Ian has been a member of the Million Dollar Round Table (MDRT) for nearly 40 years and a MDRT Court of the Table member on over 30 occasions.

Driving philosophy for his clients

Given his comprehensive knowledge of U.K. and N.Z. Financial Services, U.K. and N.Z. Tax and U.K. Pension Schemes, Ian operates as an impartial holistic Financial Adviser and specialises on Retirement/Investment Planning and U.K. Pension Transfers to New Zealand.

Ian strongly believes that ‘if you look after your client’s interests, your business takes care of itself’. His philosophy is to provide cost-effective, pragmatic financial solutions, placing maximum value on client care, trust and service. He has no ties to any single product provider, ensuring that the advice and service he provides is impartial, and best suited to your particular situation.

Personal

In 2008, Ian, Carol and their youngest Daughter Olivia emigrated to New Zealand, and Ian set up a new Financial Adviser practice, now (Jordan Financial Planning NZ Ltd) working in conjunction as a Contractor with Ian’s long term friend Chris MacKay of Chris MacKay Financial Services Limited. Ian then spent his new working life divided between both the U.K. and N.Z., commuting every quarter between his U.K. and N.Z. Financial Services Practices and completing nearly 60 returning flights over the 11 year period.

After a very happy 12 year Contactor working relationship with Chris MacKay Financial Services Limited, it was mutually agreed that with the Jordan Financial Planning NZ Limited expansion plans, together with the new the new financial advice regime coming into effect from the 15th March 2021, the laws governing financial advice in New Zealand will change. Consequently, the time was right for Jordan Financial Planning NZ Limited, to branch out into brand new Offices premises and to provide  financial advice to retail clients under the new financial advice regime, registered as a Financial Advice Provider (FAP) Licence holder.

Lower Hutt residents, Ian and Carol have been married for over 42 years and have three children; a son Lee, and two daughters Nichola and Olivia. Additionally, they have four Grandchildren. Ian is an enthusiastic sports watcher, enjoys cycling, both tarmac and mountain biking, and enjoys the occasional game of golf. At home, he enjoys DIY and entertaining family and friends.

Our Team Members

Carol Jordan

Carol Jordan

Company Director - Accounts/Payroll

carolj@jfp.co.nz

Prior to leaving School and 6th Form College in the summer of 1977, Carol, as a teenager was already working with business accounts  and dealing with payroll at an early age as a Part Time Wages Clerk at her local Supermarket. Laterally, working for the Cheltenham & Gloucester Building Society/Bank in the accounts team dealing general banking, then being fully involved as Partner in the family Financial Services Practice.

Additionally, Carol who has always been a very competent Seamstress and Soft Furnishing Expert, in the making of all things fancy Curtains, Blinds, Cushions and even undertaking Upholstery projects started and set up her own very successful Business called “The Finishing Touch” in the U.K. which she  successfully ran for over 10 years and this only finished up when we emigrated to N.Z.

Carol has been in the back office of the business since the very beginning,  firstly in the early days of the business working both full-time and part-time  at the office helping with all of the back office administration and accounts, paying the bills and dealing with the Staff payroll as well as being Mum to the Children and running the family home.

These days, Carol is the Co-Director of Jordan Financial Planning NZ Ltd and has the responsibility for the Business accounts, Payroll and gets involved in any with staff recruitment, public relations and any special projects or initiatives for the Company. As well as running the family home,  and also keeping her hand in doing the occasional Soft Furnishing project for the family home or one of the children!

Personal

Carol married to Ian and is Mum to their three adult children and Nanny to four Grandchildren. Carol enjoys all aspects of family life, general entertaining with family and friends, and doing most things to do with Sewing, Soft Furnishing, Quilt Making and also fits in some Cycling with Ian.

Luke Hodgson (BCom)

Luke Hodgson (BCom)

Financial Adviser

lukeh@jfp.co.nz

Luke is a Financial Adviser providing specialist advice on Mortgage Brokering, Personal Insurance Planning and KiwiSaver.

Luke’s interest in Financial Services commenced when he purchased his first home at age 25 and arranged his first mortgage through a Mortgage Broker. He saw the occupation as exciting, challenging and provided the real opportunity to genuinely help people.

Luke’s background is in retail, where he worked for 12 years. After graduating from Victoria University with a Bachelor of Commerce and a double major in Marketing and Management, Luke continued working in one of the country’s premier and internationally recognised bicycle stores. Luke worked in sales leadership and store management roles where he developed his own unique style of building valued client relationships – focussing on the needs of the client with genuine care and the highest level of integrity. This not only gained Luke many long term customers but also genuine friendships.

Whilst Luke was selling his first home, buying his second and expecting his first child he moved into Financial Services, seeking a new career challenge and professional development. Looking back now he laughs – how many major life changes does one need to make in a month!

He has completed The New Zealand Certificate of Financial Services Level 5 (v2) in; Residential Property Lending, Health, Life and Disability Insurance as well as Investments.

Luke is most certainly not just your typical Mortgage Broker – He is a holistic Financial Adviser who works hard on his clients behalf and shows them how to; get debt free faster, protect Assets and Income and help build wealth for their desired lifestyle and Retirement. All with genuine care and the highest level of integrity – focussing on his clients unique goals and personal circumstances.

Luke has spent most of his life in Wellington and the Hutt Valley, attending school at Hutt International Boys School, and University at Victoria. He lives in Pinehaven Upper Hutt with his wife of 5 years Danielle, Daughter Willa and the ‘greatest dog in the world’ Alba.  In his spare time, he enjoys spending time with friends and family and getting his fix on a wide range of sports and outdoor activities. Although Mountain Biking is his number one passion, he regularly rides throughout Wellingtons fantastic trail network – sometimes accompanied with ‘the greatest dog in the world’ taking the lead.

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