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Select Wealth Management

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Certified

Select Wealth Management is a New Zealand-owned and operated investment services provider that makes sophisticated investing easy for investors. We work with a large network of fully qualified financial advisers (FA’s) to develop personalised and comprehensive investment solutions for their clients. Select Wealth Management’s ‘wrap’ service bundles a range of investments together based on the advice of investment consultant JMI Wealth Limited. Consolidated reporting makes it easier to monitor your investments and most of the administration is done for you. The parent company of Select Wealth Management Limited is Investment Services Group Limited (ISG). ISG is also the parent company of Clarity Funds Management Limited, Devon Funds Management Limited and JMI Wealth Limited.

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Why choose a RIAA financial adviser?

RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.

By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.