I joined JMI Wealth as an Investment Advisor in 2021, bringing more than 30 years’ experience as a wealth manager, risk advisor and succession planner to an investment company that values:

• Knowledge and experience;
• Collaborative relationships;
• Transparency and compliance.

The JMI Wealth philosophy of disciplined investment strategies, trust, integrity, respect and discretion, aligns with my personal approach to my investor clients – helping them plan for, and achieve, the retirement lifestyle they want for themselves when they want it.

I am always conscious of the trust they place in my hands and there is no greater satisfaction for me than to see my clients enjoying a carefree retirement, knowing they are being looked after.

I have been in the financial industry since 1985 after graduating from the University of Johannesburg with a BCom Hons Business Economics, and spent more than 30 years providing investment advice to HNW individuals, families, trusts and business owners in both South Africa and New Zealand.

This, together with my personal experience as an immigrant in New Zealand, has fostered a unique insight into the complexities confronting people when they are faced with difficult retirement decisions, succession planning and investment diversification.

JMI Wealth, a subsidiary of Investment Services Group, is an investment advisory firm established and owned by its staff. The Group collectively manages more than NZ$5 billion worth of funds for individuals, families, trusts and institutions.

At JMI we realise that standardised investment products are not always fit for purpose, therefore we can build investment solutions to address your investment goals and objectives.

Whether you are saving towards retirement, investing to generate an income or grow your wealth, we have been providing investment advice for more than 30 years.