About Us

JMI Wealth is a vastly experienced investment management and advisory firm, which has been operating locally for over 30 years. Both Select Wealth and JMI Wealth are 100% New Zealand-owned, and strongly focused on supporting the success of the New Zealand wealth management industry.

JMI Wealth and Select Wealth are members of the Responsible Investment Association of Australia (RIAA). As members, we commit to supporting RIAA to deliver on their mission being, ‘To promote, advocate for, and support approaches to responsible investment that align capital with achieving a healthy and sustainable society, environment and economy.

In addition to managing your investments, we are committed to improving sustainability practices across our business and the group that we are part of. Each year we complete a business audit within the Toitū Enviromark certification programme and we are delighted to confirm that we have maintained our Toitu Enviromark Gold Certification, which you can read more about here. We believe that this certification recognises the great progress we have made in improving our sustainability outcomes.

When the JMI Wealth KiwiSaver Scheme was set up our aim was to offer our expertise to help you meet your future financial goals whether that be in retirement or investing for your first home.  

Select Wealth and JMI Wealth are related parties, with both businesses fully owned by the Investment Services Group Limited.

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Alan Lee Director
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Andrew Kelleher Director
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James Grey Investment Advisor
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Simon Reichenbach Senior Investment Executive
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Michael Gray Investment Strategist
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Stephen Hill Business Development Manager

The JMI Wealth KiwiSaver Scheme is managed by Smartshares Limited (Smartshares). Smartshares is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes.

Smartshares also performs the role of the Scheme Provider.

Smartshares has appointed JMI Wealth as the investment manager of the Scheme.

Smartshares has appointed Select Wealth as the distributor of the Scheme. 

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