Industry Category
Business Keywords
Company Description
JMI Wealth is a leading financial services provider committed to guiding clients with trusted advice and prudent stewardship. With a rich history spanning over three decades, JMI Wealth has established strong client relationships and a reputation for excellence in wealth management. As of October 1st, the company continues its journey as Shaw and Partners Financial Services, building upon its legacy of providing top-tier financial solutions.
Located at 87 Hurstmere Rd, Level 1, Takapuna, Auckland 0622, NZ, JMI Wealth offers a comprehensive suite of services, including financial advice, investment expertise, and fund management. JMI Wealth is dedicated to helping individuals and families achieve their financial goals through personalized strategies and a commitment to long-term success. The company's experienced team leverages their deep industry knowledge to deliver exceptional results and build lasting partnerships with their clients.
JMI Wealth remains dedicated to delivering unparalleled service and value to its clients. We invite the management team at JMI Wealth to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence and reach.
JMI Wealth est un fournisseur de services financiers de premier plan qui s'engage à guider ses clients avec des conseils fiables et une gestion prudente. Forte d'une riche histoire de plus de trois décennies, JMI Wealth a établi des relations solides avec ses clients et une réputation d'excellence dans la gestion de patrimoine. À compter du 1er octobre, la société poursuit son parcours en tant que Shaw and Partners Financial Services, s'appuyant sur son héritage de fourniture de solutions financières de premier ordre.
Située au 87 Hurstmere Rd, Level 1, Takapuna, Auckland 0622, NZ, JMI Wealth offre une gamme complète de services, y compris des conseils financiers, une expertise en investissement et la gestion de fonds. JMI Wealth se consacre à aider les particuliers et les familles à atteindre leurs objectifs financiers grâce à des stratégies personnalisées et à un engagement envers le succès à long terme. L'équipe expérimentée de la société tire parti de sa connaissance approfondie du secteur pour obtenir des résultats exceptionnels et établir des partenariats durables avec ses clients.
JMI Wealth reste déterminée à offrir un service et une valeur inégalés à ses clients. Nous invitons l'équipe de direction de JMI Wealth à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre présence sur le marché et votre portée.
Key Personnel / Employees
Compare Companies Side by Side
Compare JMI Wealth with 3 companies in Financial-Services
| Comparison Field |
JMI WealthMain Company |
Lionbridge Wealth Ma...View Profile |
Fortify WealthView Profile |
Tier One CapitalView Profile |
|---|---|---|---|---|
|
Founded Year
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— | 2015 | 2012 | |
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Company Size
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— | 2-10 | 2-10 | 11-50 |
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City
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Takapuna, Auckland | Manchester, Lancashire | London, England | Newcastle Business Park, England |
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Country
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New Zealand | United Kingdom | United Kingdom | |
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Skills & Keywords
Comparing with main company
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9 Total Skills
Wealth Management
Financial Advice
Investment Funds
Fund Management
Financial Services
Investment Strategies
Portfolio Management
Investment expertise
Investment funds
|
12 Total
12 Unique
Unique Skills:
Business Protection
Discretionary Fund Management
Estate Planning
Financial Planning
Investment Advice
Mortgages
+6
|
12 Total
12 Unique
Unique Skills:
Business Owner Planning
Estate Planning
Financial Planning
Inheritance Tax Planning
Insurance
Investment Planning
+6
|
1 Total
1 Unique
Unique Skills:
Financial Planning
|
4
Total Companies2012
Oldest Founded2
Countries30
Unique SkillsSimilar Companies
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Alternative Company Names
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