Who we work with

At JMI Wealth we manage over $2 billion of client funds and our wider Group manages more than $6 billion.


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Private Individuals and Family Trusts Read more
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Charitable Trusts, Iwi and Corporate Offices Read more
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Family Offices Read more
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Migrant and UK pension transfers

New Zealand’s success is grounded in our nation’s values and opportunity to build businesses that are not just good for New Zealand but are good for the world. As a stable place to invest, New Zealand is consistently ranked as one of the easiest countries in the world to do business, with strengths in advanced technology, agri-foods, tourism and hotel development, and infrastructure.

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You can be assured in the knowledge that JMI Wealth advisors will enhance your client relationships and treat your clients with a level of respect and professionalism that reflects your own exemplary service.  We will focus on the specific needs of your clients and provide them with quality investment advice that results in well-researched and constructed portfolios using the expertise of our investment professionals.

JMI Wealth work with a wide range of referral professionals including accountants, lawyers, private wealth offices, estate agents and business brokers. Our team has many years of experience and will always respect the existing client relationship that is in place with you.  We will keep you well informed of how your referrals are progressing.

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