Our founders had a collective desire to provide quality investment advice as an alternative option to some of  the poor client outcomes observed in the market around the time of the 1987 share market crash.

Why engage us?


We are a professional team with deep investment knowledge backed up with decades of experience. Our employees invest in the same products we recommend to clients.

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Understanding and Relationships

Our advice process is founded on building a collaborative relationship with clients, understanding your circumstances, preferences and what works for you. 

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Our investment approach favours active investment management.

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We have access to market leading product offerings at effective cost.


Our Story

JMI Wealth has its origins in the business of Jarden Morgan Investment Services and was established in 1989. 

We are a long established investment advisory firm established and owned by its staff.

Meet our team

Our Philosophy


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


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.


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

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Toitū Enviromark Gold Certification

This achievement cements our ongoing commitment to conducting business in a sustainable way.


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