#retirementplanning #investmentclub #wealthmanagement #investmentdiversification #portfoliomanagementI joined JMI Wealth as a Business Advisor in 2022, bringing more than 30 years’ experience as wealth manager, risk advisor and succession planner to an investment company that values:• Knowledge• Understanding and Relationships• Approach• AccessibilityMy family and I moved to New Zealand from South Africa in 2009, a move which enabled me to spread my wings across a much broader array of investment vehicles and tools and reach a diverse range of clients. The JMI Wealth philosophy of:• Discipline• Trust• Experience and• Respect, 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 conscious of the trust they place in my hands and there is no greater satisfaction for me than to see my clients living their best lives in retirement.I am particularly strong in:• Wealth management using various international and local asset classes with research and support provided by our experienced investment team at JMI Wealth;• New Zealand Investor Visa Portfolio Structuring and Management;• Retirement planning before, during and after retirement. I would be very pleased to chat with you about your investment goals and introduce you to the JMI Wealth investment vehicles.I invite you to visit my website: www.louisbotes.co.nz