Travis Hamilton - Financial Advisor

Travis Hamilton is a financial adviser and business owner with 15 years of industry experience. As the Managing Director of Plan B Financial Services Ltd, he specialises in life and health insurance, helping clients simplify and demystify their coverage options.

Plan B is a financial advisory firm based in Christchurch, New Zealand. Originally formed in 2014, Plan B is passionate about helping people & businesses make smart decisions about money. We provide personalised solutions that cater to the unique needs of each individual client. Our mission is to simplify & demystify insurance for clients.

Travis has built the company with a commitment to truly listening to his clients. He understands the importance of developing a tailored plan that not only educates but also empowers clients to make informed decisions about their financial future.

When selecting the right plan, Travis works with top-rated providers, with proven track records to provide a strong offering, personalised service. By partnering with you, Travis helps you protect what matters most and take care of your ‘Plan B’.

In addition to his role at Plan B, Travis serves as the New Zealand Country Chair for the Million Dollar Round Table (MDRT), recognised internationally as the stanadard of exlcelenc in the life inausance and financial service business. He is also a Chartered Member of the Institute of Directors and holds a Bachelor of Commerce in Finance and Economics.

Travis is married to Kate & a father of two boys. When he’s not working, Travis enjoys playing indoor football, tennis, touch rugby & socialising with family & friends.