Select Wealth Management is a NZ owned and operated investment services provider that makes sophisticated investing easy for investors.
We work with a large network of fully qualified investment advisers (AFA’s) to develop personalised and comprehensive investments solutions for their clients.
Select Wealth Management’s ‘wrap’ service bundles a range of investments together. Consolidated reporting makes it easier to monitor your investments and most of the administration is done for you.
In 2015 JMIS Limited acquired the Sovereign Select Wealth Management business from which Select Wealth Management Limited was formed.
JMIS have a long standing relationship with Select Wealth, as an investment consultant to the service since 1998. The Select Wealth Management service is an exciting and complementary extension to JMIS’ existing investment advice and services.
Company Details
- Employees
- 3
- Address
- Level 1, 87 Hurstmere Road, Auckland,takapuna 0622,new Zealand
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- selectwealth.co.nz
- HQ
- Auckland , Takapuna
Select Wealth Management Questions
Select Wealth Management's website is selectwealth.co.nz
Select Wealth Management's LinkedIn profile is https://nz.linkedin.com/company/select-wealth-management
Select Wealth Management has
3 employees.
View email and phone details for 3
employees at Select Wealth Management.
Select Wealth Management's industry is
Investment Management
Select Wealth Management's top competitors are
Lighthouse Financial,
Rangitāmiro Whānau Ora,
Mwm Property Finance,
Jmi Wealth,
Devon Funds Management,
Generate Kiwisaver Scheme,
Collabor8 Property Group,
Kingsbury Ltd,
Consilium,
Financial Services Council New Zealand.
Select Wealth Management's categories are Investment Management
