Travis Hamilton

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.

  • Fantastic experience from start to finish.
    Conrad Moore - 16 March 2026
  • Thank you so much for sharing such a generous review — it truly means a lot. I’m really glad to hear the process felt clear and manageable from the very beginning. Buying your first home can feel like a huge leap, so knowing you felt supported, informed, and looked after every step of the way is exactly the outcome I aim for.
    Brodie Spang - 05 March 2026
  • My partner and I worked with Scott from Advanced Mortgage Solutions when buying our first home together last year, and we honestly couldn’t have asked for a better mortgage broker. From start to finish, he made the entire process incredibly simple and easy to understand.
    Neekayla McGimpsey - 25 February 2026
  • After checking out the great reviews we decided to get in touch with Scott to help us navigate the landmines of home loans as a first home buyer. We went in with little knowledge and have left feeling way more confident with the whole process. Scott provided exceptional information, help and guidance and his step by step guide made the whole thing seamless. It didn't take long to get the ball rolling and before long we were putting the final touches on the home loan. We can't recommend his service enough and would encourage everyone to get in touch with him for mortgage advice.
    Jesse Heney - 19 February 2026
  • Really appreciated having Scott on our side and taking care of all the communication with the bank. Removed much stress out of the process for us, plus he knows which banks have the best deals.
    Alister Grey - 17 February 2026