Our high net worth client base includes:

  • Private individuals
  • Family trusts
  • Charitable trusts
  • Superannuation funds
  • Iwis
  • Corporate clients
  • Family offices

We liaise with:

  • Individuals
  • Trustees
  • Administrators
  • Directors
“I’m often asked by my clients for help with investing and growing their wealth. JMI Wealth is my preferred recommendation as they’ve always operated with integrity and professionalism.”
B. Bramwell, Consultant
“I entrusted my investments with JMI Wealth because I liked their personal approach. JMI Wealth provided me all the answers and advice I needed. Over 10 years later as a client, I still value this high level of service.”
R.E. Andrews
“The Trust seeks to empower young New Zealanders to reach their potential through the challenge of the sea. To help realise and continue this vision requires trusted, capable and passionate partners. JMI Wealth fulfils all three of those attributes and has provided investment services to the Trust for over 15 years.”
Dean Lawrence, CEO Spirit of Adventure