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JMI Wealth expands into Waikato with buyout

JMI Wealth has bought the wealth management division of Auckland/Cambridge-based business Financial Services Auckland Ltd (FSAL).

Tuesday, October 31st 2023, 4:20PM

by Andrea Malcolm

Mike Beuvink who founded FSAL in 1998 says after building the business over 25 years, he was conscious of the keyman risk of a sole adviser practice.

“I have been looking to join an organisation that shares my values and will continue to offer my clients a personalised and high-quality advice service. I’m very comfortable that I’ve
secured that outcome, by partnering with JMI Wealth”.

The acquisition provides JMI Wealth with the opportunity to expand into the Waikato region, with an office opening in Cambridge.

JMI’s head of investment advice, Jason Watson, says, “At JMI Wealth we are delighted to be able to offer high quality investment solutions to a growing number of clients throughout New Zealand.”

With advisers in New Zealand’s major cities, JMI Wealth has continued to build its presence in recent years. It now provides advice on investment funds totaling over $2 billion and works with an array of clients from high net worth individuals and family offices to charities, corporate pension funds and iwi.

Over the past 30 years JMI Wealth has grown consistently on the back of focused acquisitions and referrals from clients who value experienced advisors providing quality advice.

“JMI Wealth is delighted to have Mike Beuvink join the group, as we continue to further grow our team and are thrilled to now have a presence in the Waikato,” says Watson.

Tags: JMI Wealth

« What if the government had paid down debt instead of investing in the NZ Super Fund?Forsyth Barr won't comment on Hobson Wealth speculation »

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