About Us
Overview
NZ Pathfinder Financial Services, founded in 2018 by Paul and Jackie, specializes in helping clients navigate mortgages, KiwiSaver, and insurance. Its reputation as a trusted resource is built on a rigorous adviser selection process and hands-on oversight, ensuring high standards of professionalism and expertise.
Clients receive personalized advice backed by strong market knowledge, enabling confident, well-informed decisions. Guided by a strict code of conduct focused on integrity, transparency, and confidentiality, the firm continues to grow under Paul and Jackie’s leadership—remaining a reliable partner in financial guidance.
Meet the team
Our team, led by founders Paul Lin and Jackie Ji, comprises dedicated mortgage and insurance professionals who are rigorously vetted, continuously monitored, and committed to providing personalized, high-quality guidance anchored in integrity and transparency.

Jackie JI
Founder | Financial Advisor

Wendy LIN
Financial Advisor
Phoebe DU
Manager | Wealth Coach
Holly TANG
Partner | Financial Advisor
Pracca ZHU
Financial Advisor

Norman XU
Advisor support

Zhenyu NIE
Lending Manager

Young XIAO
Assistant