About Us
The Select KiwiSaver Scheme is managed by Smartshares Limited (Smartshares). Smartshares is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes.
Smartshares also performs the role of KiwiSaver Scheme Provider.
Smartshares has appointed JMI Wealth as the investment manager of the Scheme.
Smartshares has appointed Select Wealth as the distributor of the Scheme.
JMI Wealth is a vastly experienced investment management and advisory firm, which has been operating locally for over 30 years. Both Select Wealth and JMI Wealth are 100% New Zealand-owned, and strongly focused on supporting the success of the New Zealand wealth management industry.
When the Select KiwiSaver Scheme was set up our aim was to offer our expertise to help you meet your future financial goals whether that be in retirement or investing for your first home.
Select Wealth and JMI Wealth are related parties, with both businesses fully owned by the Investment Services Group Limited.
Select Wealth
Debbie Tuddenham
Head of Select Wealth
Helen Robertson
Senior Business Development Manager
Tahana Tippett
Business Development Manager
JMI Wealth
Alan Lee
Director
Andrew Kelleher
Director
Jason Watson
Head of Advice
Jonathan Westoby
Investment Executive
Simon Reichenbach
Senior Investment Executive
