Quality Investment Advice

Email: jmis@jmis.co.nz | Call us: +64 9 308 1450

Clients

JMIS has a mostly high net worth client base which includes private individuals, family & charitable trusts and corporate clients. 

 
We liaise and deal with individuals, trustees, administrators, directors and financial advisers.

Most of our clients are referred from existing clients or through other business relationships.  We are happy to provide reference contacts should you request them.

Our initial discussions when creating a relationship with you we will discuss your investment objectives, financial background and your personal situation if appropriate.  This information enables us to develop an appropriate personalised investment strategy for you.  This process assists you to decide if our services are suitable for you.