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.
| Website | https://selectwealth.co.nz/ |
| Employees | 4 (3 on RocketReach) |
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| Industry | Investment Management, Wealth Management , Administration |
| Keywords | Wealth Management, Investment Management, Investment Advice, Personalized Investing, Financial Planning, Financial Advisory, Investment Solutions, Portfolio Management, Investment Strategies, Asset Allocation, Sophisticated Investing, Financial Services, Investment Consulting, Retirement Planning, Wealth Preservation, Long-Term Investing, Estate Planning, Risk Management, Capital Preservation, Tax Planning |
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Mark Dippfs is the Director of Select Wealth Management.
3 people are employed at Select Wealth Management.