Terms and Conditions 

Terms and Conditions of Use of Website

Thank you for using JMI Wealth Limited’s website ('Website').  By visiting and using this Website, you agree to be bound by, and abide by, the following terms and conditions (‘Terms’).

About this Website

The Website, content and all services available through the Website are owned and operated by JMI Wealth Limited (‘JMI’, ‘we’ and ‘us’) or a related company.  

The information provided on this Website is not an offer by JMI to enter into a contract with you, except where expressly stated.  You should carefully read the applicable terms and conditions before applying for any product or service made available through this Website.   

JMI reserves the right to vary the information on the Website, including these Terms, at any time without notice.  Your continued use of the Website following the posting of any changes to the Terms or content indicates your acceptance of those changes.

The information provided on this Website is not intended to apply to any person outside of New Zealand.  The Terms applicable to this Website, and any information contained on it, are governed by and to be interpreted in accordance with New Zealand law.

Unless otherwise stated, references to any currency are to New Zealand dollars.

These Terms were last updated on 30 June 2022.

Use of this Website

The content of this Website has been prepared for information purposes only.  We have endeavoured to ensure that all information on this Website is current, accurate and complete. 

JMI nor any of its related companies, nor their directors, nor staff accept responsibility or liability arising directly or indirectly out of the use of, or reliance on, the information, or in connection with, your use of the Website. 

Your use of the Website is at your own risk. You agree that we are not responsible for any damage or harm arising out of your use of the Website. You also agree that all warranties, conditions and representations in respect of the Website (express or implied) are excluded to the fullest extent permitted by law.

Accuracy of Information

Where financial product information is shown, it is shown in accordance with the disclosed information about the product. 

While JMI has taken care in producing and updating the information, you must check the current information of any investment with your financial adviser before making an investment decision or otherwise relying on the information.  Investors are reminded that past performance of funds is not necessarily indicative of future returns.

Disclosure Statement

In compliance with the Financial Markets Conduct Act 2013, you are entitled to request a Financial Advice disclosure statement free of charge. Please contact your JMI financial adviser directly for a copy or download here.

Independent Advice

The information on this Website is not intended to be a substitute for professional or financial advice.  You should not act in reliance upon any of its contents without first seeking independent professional advice specific to your own particular circumstances, including investment or tax advice. Nothing on this site shall be deemed to constitute financial or other professional advice in any way.


Your privacy is important to us. We know that how we collect, use, disclose and protect your information is important to you, and we value your trust. Because your information is confidential and important, we think it's important you know how we treat your information as you use the JMI Website.

By accessing or using this Website you consent to JMI collecting, storing, using, and disclosing your personal information in the manner set out in this privacy statement. Please read this in conjunction with our Privacy Policy.

We take reasonable steps to preserve and securely store your personal information.  We will only do this as necessary to provide services to you, and to improve our service.  We will not use or disclose your information except in accordance with the Privacy Act 2020 or as obligated to comply with regulatory and other requirements.

You may request access to, or correction of, any personal information we hold about you by contacting us here at any time.  Alternatively, you can write to us at:

  JMI Wealth Limited

PO Box 33-1106
Auckland 0740
New Zealand

Attention: The Privacy Officer

Intellectual Property

JMI, or its related companies or its suppliers own all copyright and other intellectual property rights in the information contained on the Website or otherwise connected with the Website. You may electronically reproduce and store the contents of the Website solely for your own personal use.

You may not display or distribute the content of any of these pages in public or where the content is accessible to the public, including any reproduction in any form on the Internet, without prior permission from us.

Website Links

The Website may contain links to websites operated and maintained by third parties. We have no control over such websites or the content of such websites. JMI provide such links to you only as a convenience, and the inclusion of any link does not imply endorsement.  JMI accepts no responsibility or liability in relation to any other websites or any content on any other websites.

You must not create a link to any part of this Website without JMI prior written consent to do so. If you do create a link to any of the pages on the Website, you acknowledge that you are responsible for all direct or indirect consequences of the link, and you indemnify JMI for all loss, damage, liability, costs or expense arising from or in connection with the link.

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