Joanna Zhang

About myself

I came to New Zealand in 2001, graduated from Massey University with Bachelor in Finance in 2005, and am now a proud Kiwi. I started my professional career in the accounting field after graduating from the University of Auckland with a Master's in Professional Accounting. Soon after, I found my passion as a financial advisor to provide tailor-made solutions and peace of mind for my clients and their loved ones.

After work, I am a mother of two girls who enjoy spending time with my family and watching my favorite Youtube channels.

Experience in the industry

I’ve been working in the insurance industry for 5 years and have been part of the YGFS team as a Senior Insurance specialist since July 2020. 

I endeavor to build long-term relationships with my clients by focusing on their specific needs to deliver solutions that will help them achieve their goals. I am a hard-working individual who strives to contribute to the success of the team.

Quote of Life:

“Live so that when your children think of fairness, caring, and integrity, they think of you.” H. Jackson Brown, Jr.


List of Awards:

2020 Million Dollar Round Table COT
2020 International Dragon Award - Silver Dragon Award
AIA Ascend Award 2019 Platinum
Newpark 2019 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
AIA Distinction Programme 2017 CEO Club

Our process makes insurance simple...

Understanding what is important to you is the first step, we are here to make the complex world of insurance, simple for you!

We guide you through our custom process and then provide only the best solutions for you and your family... even your pets (if you’ve got any).

YG Financial Services Process

Need some advice but not sure where to start?

Contact us today for a no-strings, free 30-minute consultation.

Let’s keep in contact.

We create a newsletter that is worth reading. We are passionate about educating people to become financially savvy and helping them protect the things that matter.

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Physical Address: Unit 6, 33-35
Apollo Dr, Rosedale, Auckland 0632

Postal address: Po Box 305289,
Triton Plaza, Auckland 0757

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