Money can come from unexpected places. Knowing how to grow it only comes from experience.

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Charitable Trusts

JMI Wealth has a long established record of helping charitable trusts with their philanthropic endeavours. We will help develop prudent investment strategies and manage investment portfolios to carefully grow your trust’s capital base and income over the long term. We also assist in determining appropriate distribution levels and the impact of these on the capital sum.

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JMI Wealth KiwiSaver Scheme

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Iwi

At JMI Wealth, we understand the unique investment needs and cultural values of Iwi and Māori entities. Our expert financial advice is delivered through a tikanga-led approach, tailored to respect your heritage, and align with your mātāpono (values). Our strategy not only values the kaitiakitanga of resources for future generations but also builds upon whanaungatanga (relationships) and aroha (connectivity). These values and practices are integral to our investment strategies that help pave a unique route towards financial success with meaningful progress for Iwi and Māori entities.

Your advisors

James Grey Oct19
James Grey Investment Advisor
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Andrew Kelleher Director
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David Leighton Investment Advisor
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Sue Richards Investment Advisor
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Corporate Clients

JMI Wealth delivers a customised investment solution for our corporate clients allowing the investment funds to be maintained, managed and monitored via our highly specialised custodial platform. We have considerable experience in crafting tailored investment portfolios taking a conservative approach to help grow the portfolio without taking unnecessary risks. We have a strong governance team ensuring compliance with all financial advisory regulations.

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