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

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but not sure where to start?

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Our Clients’ Experiences

    
 
 
        
   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.
  
 
       
   Sophia Su 
 2020-05-26
 
 
  Absolutely deserve 5 star thumb up! Always friendly, reliable and available. Yang takes takes his time, answering all my tricky questions, being patient and thorough. Really appreciate that I am able to find such a company that takes care of myself and all of my concerns towards ever aspect of my life! Definitely will recon to friends and colleagues~~
  
 
       
   Xia 
 2020-05-26
 
 
  Excellent customer services, professional explanations through out different financial products, made the complications so easy for us. From the insurance to Kiwi saver, we would certainly recommend Yg to others!
  
 
       
   Michael L 
 2020-05-26
 
 
  Very knowledgeable, understanding and works with you to find the right cover to ensure it meets your needs. I would highly recommend Yang's services!
  
 
       
   Tracy cao 
 2020-05-23
 
 
  Yang is a very experienced insurance advisor, he has a wide range of insurance service skills both for personal and business.

Highly recommended Yang and his team!
  
 
       
   YuLong Ning 
 2020-05-15
 
 
  Mr. Gu Yang was a very professional and outstanding insurance financier. He took care of what we thought and tried his best to meet our needs. At the lowest price and the best quality service, we felt the power of professionalism.  Before we met YG team, we had also commissioned several other insurance financiers, but most of them were mainly for the benefit, and did not put the customer situation first, thanks to Gu Yang and his team.  Highly recommended to everyone
  
 
       
   Gratia Gu 
 2020-05-15
 
 
  Highly recommended! Gu Yang gave me the most professional advice for my Kiwi Saver. And  Personal insurance.
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 28 reviews

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?