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Our service

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 funds of $100,000 or more. It's an investment service for individuals, trusts and charities who want their wealth managed professionally. GMI Private 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 for setting up your portfolio with a cash lump sum, or $1,500 if you are transferring an existing portfolio across. From then on there is one annual fee for all services, which is charged monthly. Find out more.

Become a client

We make becoming a client at GMI as simple as possible for you. Whether you are transferring your portfolio or setting one up from scratch. Find out more.


There are five key reasons why you should choose GMI to manage your investment portfolio. 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 a full overview of our service download our Private Portfolio brochure (PDF, 439KB).


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