Personalised Investment Solutions

Kapiti Financial Advice Limited utilise Select Wealth Management portfolio management and administration service to build personalised and comprehensive investments solutions for our clients, which provides:

• An end to end investment administration service, allowing us to focus on developing an appropriate plan and portfolio for clients’ needs.    
• Access to access to multi manager solutions, providing a range of investments and expertise to build diversified portfolios for our clients.
• Investment research through sister company, JMI Wealth. JMI Wealth research and monitor fund performance, providing comprehensive quarterly reports, and tax-efficient investment vehicles for each asset type.
• An investment process extensively verified and tested in-house on and annual basis – founded on globally recognised investment theory.
• Regular performance, transaction and tax reporting. 
• Favourable fund management fees that are rebated 100% to clients’ portfolios.
• Safety, to safeguard your investments, your funds are held in Trust and independent custodian Investment Custodial Services Limited (ICSL) holds them on your behalf as custodian and bare trustee.

JMI Wealth is an experienced investment advisory firm dating back to 1989 when Jarden Morgan Investment Services was first established.

Our role is to provide personalised  advice to help you achieve your financial goals, which will include:

• Planning to help you understand what you can achieve financially and help you plan for your future.
• Advising on a suitable portfolio for your goals.
• Ensuring that you understand your investments.
• Undertaking analysis to help ensure that your investments meet your goals.
• Providing oversight of Select Wealth Management and your investments.

We are also here to be our clients’ point of contact with Select Wealth Management and your investments.

Importantly, we are here to answer any questions our clients may have.