Travis Hamilton is a financial adviser and business owner with 14 years of experience in the industry. 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 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
