INVESTING FOR GENERATIONS.
It's your money, we'll look after it with care
and do what is right for you.
You
We understand the importance of partnering with someone who recognises your unique needs and aspirations. That's why, at JMI Wealth, every client benefits from the expertise of a dedicated advisor. Your JMI Wealth advisor is committed to providing absolute transparency in all portfolio discussions, delivering reports in clear and straightforward language. Rest assured, they are readily available to you via phone or email, ensuring a seamless and responsive collaboration.
We want to get to know you
Investment Professionals
Benefit from our seasoned team of investment professionals, with a wealth of experience as fund managers adept at navigating the intricacies of managing client assets. This extensive expertise enables us to provide you with a distinctive array of services. We bring a comprehensive suite of offerings to enhance your investment journey, from personalised portfolio advice to strategic guidance on asset allocation, security and manager selection, with timely market insights and commentary.
Meet our team
Customised Portfolios
We provide an investment portfolio that is tailored to your needs. Focused on your best interests, your portfolio is designed incorporating a blend of managed funds and/or direct investments. With a proven track record of delivering robust investment returns across various portfolios, JMI Wealth has a solution to suit you.
Who we helpExperience. Integrity. Service.
For over 30 years, here at JMI Wealth we’ve been quietly helping to grow our clients’ wealth with unequalled service and investment portfolios that stand the test of time.
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LATEST NEWS
Market Insights
Investment returns have been strong but do vary markedly across different regions as countries continue to navigate the current economic climate. Andrew talks about some of the factors why and the outlook for interest rates in NZ.
Watch the full video hereOur Philosophy
We never take unnecessary risks with your money and believe strongly in diversification of capital.
We ensure all our clients receive the highest level of service and discretion.
We place a strong emphasis on honesty, integrity and socially responsible investment.
All our directors and advisors have had extensive experience in investing or advising on investments.