INVESTING FOR GENERATIONS.

It's your money, we'll look after it with care
and do what is right for you.

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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
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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
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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 help
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Experience. 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

Andrew Kelleher talks about the current environment being constructive for portfolios returns but a little circumspect on the NZ share market for the rest of 2024.

Watch the full video here
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Our Philosophy

Discipline

We never take unnecessary risks with your money and believe strongly in diversification of capital.

Trust

We place a strong emphasis on honesty, integrity and socially responsible investment.

Experience

All our directors and advisors have had extensive experience in investing or advising on investments.

Respect

We ensure all our clients receive the highest level of service and discretion.

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