SpecialityDirector, Financial Adviser
EducationBCom Finance/Economics, Canterbury University
Travis Hamilton
Travis Hamilton is a financial adviser and business owner with 15 years of industry experience. As the Managing Director of Plan B Financial Services Ltd, he specialises in life and health insurance, helping clients simplify and demystify their coverage options.
In addition to his role at Plan B, Travis serves as the New Zealand Country Chair for the Million Dollar Round Table (MDRT), where he supports advisers both locally and internationally. He has been a Top of the Table MDRT member and also contributes to the organisation’s Adviser Academy Task Force. Furthermore, Travis sits on the Advisory Board for Quality Product Research (QPR).
Travis is dedicated to professional development and has created adviser training programs to support advisers ongoing growth in the industry. He serves as the Country Chair for New Zealand MDRT, the premier association for financial advisers globally. He is also a Chartered Member of the Institute of Directors and holds a Bachelor of Commerce in Finance and Economics.
Travis is married to Kate & a father of two boys. When he’s not working, Travis enjoys playing indoor football, tennis, touch rugby & socialising with family & friends.
Contact details
Phone: 021 375 262
Email: travis@myplanb.co.nz
Sarah Vaggs
Sarah is part of the Adviser Support team at Plan B and plays an important role in helping clients throughout their insurance journey. She assists with new applications, claims and the ongoing servicing of policies, helping to make the process as smooth and straightforward as possible.
Sarah takes pride in providing friendly, responsive support and making sure clients feel informed, supported and well looked after throughout their time with Plan B.
Outside of work, Sarah is kept busy by her energetic toddler. Together they enjoy exploring local beaches, getting out for plenty of walks and making the most of family time. When the opportunity arises, she also loves getting out and enjoying live music.