Wishing you a prosperous and fulfilling New Year! May 2025 bring you continued success and growth. Investment is the key to unlocking the doors of long-term wealth. May this year bring you not just returns but a path towards financial freedom.
About us
For over 30 years we've helped grow generational wealth for a range of clients through responsible stewardship, careful and conservative management and high-quality service.
- Website
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https://jmiwealth.co.nz/
External link for JMI Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Takapuna, Auckland
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Investment expertise, Wealth Management, Financial Advice, Fund Management, and Investment funds
Locations
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Primary
87 Hurstmere Rd
Level 1
Takapuna, Auckland 0622, NZ
Employees at JMI Wealth
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Joe Byrne
Investment Adviser at JMI Wealth - New Zealand
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Greg McGeorge
Financial Adviser at JMI Wealth
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Louis Botes
Investment Adviser and Retirement Planner @ JMI Wealth
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Michael Beuvink (Financial Adviser)
Managing Director and Financial Adviser at Financial Services Auckland and Waikato
Updates
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JMI Wealth Director Andrew Kelleher delves into the release of the Half Yearly Economic and Fiscal Update, analysing key figures. He then explains what these numbers reveal about the economy and explores their broader implications. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz #jmiwealth #marketupdate #economy
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Welcome to our monthly Market Insights. 2024 has proven to be a successful year for investors. Join Andrew Kelleher, JMI Wealth Director, as he reflects on the past year and shares his outlook for the investment markets in the year ahead. #jmiwealth #marketinsights #sharemarket
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Nevstar Links 13 December 2024 In this week’s Nevstar Links, the final one for 2024, we learn about the different type of investment mistakes, discover the background story to Rocket Lab, and learn why ‘following your passion’ is terrible life advice. Head to: https://lnkd.in/gyx9CEQF Follow our page for the weekly Nevstar Links. Also, feel free to share it with anyone that you think might be interested. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz #jmiwealth #nevstarlinks #investment
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Global share markets were positively impacted in November with the prospect of Trumps pro-growth policies, lower interest rates, and better than expected economic data. This, combined with New Zealand corporate earnings being at cyclical lows, should provide strong support for the NZ share market as well. Read the full Monthly View below to learn more. https://lnkd.in/giy2BW35 For more market insights and our terms and conditions, visit www.jmiwealth.co.nz #jmiwealth #monthlyview #sharemarket
JMI Wealth - Monthly View December 2024
jmiwealth.co.nz
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JMI Wealth Director Andrew Kelleher discusses the upcoming OCR meeting today by the Reserve Bank of Australia (RBA) and provides insights into the Australian economy. He then shifts his focus to China, examining the ongoing deflation in Chinese producer prices. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz #jmiwealth #marketupdate #interestrates
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Nevstar Links 06 December 2024 In the Nevstar Links this week, we read about the incredible Bitcoin fuelled rise of MicroStrategy, take a look at investing in space, and get some summer book recommendations. Head to: https://lnkd.in/gYW3KD2h Follow our page for the weekly Nevstar Links. Also, feel free to share it with anyone that you think might be interested. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz #jmiwealth #nevstarlinks #investing
JMI Wealth - Nevstar Links 06 December 2024
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Nevstar Links 29 November 2024 In this week’s Nevstar Links, we find out about learning to give, the history of See’s Candies, and you can learn a lot from selling cookies. Head to: https://lnkd.in/dMyHEets Follow our page for the weekly Nevstar Links. Also feel free to share it with anyone that you think might be interested. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz #jmiwealth #nevstarlinks #economy
JMI Wealth - Nevstar Links 29 November 2024
jmiwealth.co.nz
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Nevstar Links 22 November 2024 In this week’s Nevstar Links, we learn why you should read the same book twice, find out how Bob Iger is turning around Disney, and investigate Ferrari’s incredible business model. Head to: https://lnkd.in/gnpEZGB2 Follow our page for the weekly Nevstar Links. Also feel free to share it with anyone that you think might be interested. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz #jmiwealth #nevstarlinks #stockmarket
JMI Wealth - Nevstar Links 22 November 2024
jmiwealth.co.nz