Quality Investment Advice

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

Select Wealth Management

Select Wealth bundles a range of investments together for you.  Consolidated reports make it easy for you to monitor your investments and most of the administration is done for you.  All the investment options available are researched and monitored by authorised financial advisers.

Select Wealth caters for investors with varying investment goals and tolerance to investment risk.  It offers access to a range of managed investments such as unit trusts, group investment funds and UK investment trusts.

With Select Wealth, your adviser will help you choose from either:

  • Selected and GBP Portfolios – one of the seven ready-made or model portfolios or
  • Custom-Built Portfolios – building a personal portfolio tailored to your specific investment requirements

For more information on the Select Wealth Management services click here.