JMI Wealth adds yet another adviser

JMI Wealth adds another adviser and opens a new office.

Friday, November 5th 2021, 2:36PM

JMI Wealth has appointed Louis Botes to its investment advisory team.

Botes will be based in Palmerston North where he was previously a Private Banker for ANZ for the last seven years. He brings a wealth of experience from working in South Africa as a financial advisor before moving to New Zealand with his family.

JMI Wealth manage more than $2.5 billion of financial assets on behalf of clients, ranging from high net worth individuals and family offices to charities, corporate pension funds and iwi.

Over the last 30 years JMI Wealth has grown consistently on the back of client referrals who value experienced advisors providing quality advice.

Head of Investment Advice Jason Watson says that “It is exciting to be able to open our fourth office and our second outside of Auckland. With Kerikeri and now Palmerston North we are able to offer our expertise to clients across the North Island. We look forward to having Louis on board to continue our tradition of building well-constructed investment portfolios for our clients.”

Tags: JMI Wealth