Get to know us

Our vision

• Nurturing our team, we aspire to infuse our employees with resilience, integrity, and a sense of belonging, creating a robust support system for every facet of life.

• Illuminating the future, our vision is to weave a tapestry of assurance for our policyholders through top-notch insurance products, ensuring financial harmony and enduring support.

Our Values

• Integrity Spectrum: Operating under the dazzling brilliance of the highest business conduct.

• Teamwork Kaleidoscope: Crafting an organization that radiates strategy-focused collaboration, harmonizing efforts towards achieving Joann Financial Services' visionary mission.

• Service Excellence Palette: Painting the canvas of our services with the brightest hues, meeting our clients’ needs with swiftness and precision, standing tall amidst industry standards.

• Adaptability Symphony: Orchestrating flexibility to dance gracefully through the ever-changing rhythms and challenges of the business world.

• Radiant Fairness: Effervescently returning what is rightfully owed to our cherished clients, employees, and suppliers.Loyalty in Bloom: Cultivating a vibrant team that not only embraces but blossoms in harmony with the company’s dreams, vision, and values.

Our team

Our strength lies in our individuality. Set up by Joann Wu, our team is dedicated to providing the effective competitive, diverse options and fostering closer connections in the financial services to mitigate risks and create mutually beneficial outcomes.

Joann Wu

Director

William Li

Service Adviser

Meet Joann Wu, the esteemed director of Joann Financial Services. With over 30 years as a Senior Financial Adviser Manager, Joann's profound expertise in the financial sector is underscored by her Master of Business Studies from Massey University. Her unwavering tenacity and professionalism shine through as she diligently provides top-notch advice on insurance, managed investments, and KiwiSaver. Joann's client-centric approach, coupled with her dedication, positions her as a trusted adviser who prioritizes the needs of those she serves.

Beyond her financial acumen, Joann generously contributes to her community by serving as an interpreter for non-English speaking Chinese individuals facing medical challenges. As a former national master swimmer, occasional singer, and current E-Bike enthusiast, Joann brings a multifaceted and vibrant presence to both her professional and personal pursuits.

Joann Wu Director; MBS

Principle Adviser，商学硕士

William Li is a seasoned professional with a diverse educational background spanning both China and New Zealand, holding a Bachelor of Engineering, a Master of Business Studies and New Zealand Certification Financial Services (Level 5). With a decade of experience in the financial industry and three decades as an engineer, William brings a unique blend of expertise, rationality, and passion to support Joann and her clients.

Known for his positive personality, honesty, loyalty, and strong teamwork, William is dedicated to providing quality professional services with care. Beyond his career, he finds joy in swimming and singing, integral elements contributing to his positive and healthy lifestyle.

William Li BE; MBS

Service Adviser，商学硕士

M: +64 21 965 676

E: william@joannfs.com

WeChat: JOANNLTD

PO Box 33833, Takapuna, Auckland, NZ

WWW.JOANNFS.COM

A member of the Wealthpoint network

M: +64 21 965 233

E: joann@joannfs.com

WeChat: JOANNLTD

PO Box 33833, Takapuna, Auckland, NZ

WWW.JOANNFS.COM

A member of the Wealthpoint network