Jules Oldham

Jules brings a wealth of experience, and a strong relationship focus to the Financial Independence team. With eight years at Southern Cross Health Society — first as a Field Sales Adviser, then as a Business Development Manager — she knows the insurance sector inside out and knows how to get things done while keeping people front of mind.

Her career has spanned several industries, from accountancy to kitchen design and telecommunications sales, all backed by a Bachelor of Social Work. This mix reflects her commitment to understanding people, problem-solving, and building meaningful connections.

Originally from Auckland, Jules now calls Mount Maunganui home. With two grown children living in Australia, she takes every opportunity to travel, while closer to home enjoys beach walks, keeping active at the gym, and spending time with her partner, who also works in the insurance industry.

We’re thrilled to have Jules on board — her depth of experience and people-first approach make her an invaluable part of our team.

Qualifications:

• Level 5 - New Zealand Certificate in Financial Services