GMI's Private Portfolio Service provides professional management of your investments and detailed reporting. We have a long track record of careful wealth management.
What we offer
Our service is designed for investors with $100,000 or more. It's an investment service for individuals, trusts and charities who want their wealth managed professionally. Portfolios are tailored for each client. Find out more.
What it costs
We charge a one-off establishment fee to cover the cost of setting up your Portfolio. The establishment fee is $500 ($537.50 Including GST) for setting up your Portfolio. From then on there is one annual management fee which is charged monthly. Find out more.
Become a client
We make becoming a client at GMI as simple as possible for you. Find out more.
There are five key reasons why you should choose the Private Portfolio Service. Find out more.
The GMI story
Now owned by Kiwi Wealth Management Limited, GMI was originally founded by Gareth Morgan and fellow economist Andrew Gawith in August 2000. Find out more.
For an overview of our service download our Private Portfolio Service brochure
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