JMI Wealth - Louis Botes
At a glance
- Name
- JMI Wealth - Louis Botes
- Category
- Financial
- Address
- Auckland, Palmerston North, Kerikeri, Hamilton, Kapiti, Christchurch
Head Office
87 Hurstmere Road
Takapuna
Multiple Locations - Regions
- Waitemata, Northland, Auckland, Counties Manukau, Waikato, Bay of Plenty, Lakes, Tairawhiti, Taranaki, Whanganui, Hawke's Bay, Wairarapa, MidCentral, Capital & Coast, Hutt Valley, Nelson Marlborough, West Coast, Canterbury, South Canterbury, Southern (Otago), Southern (Southland)
- Phone
- View Phone Number
- Mobile
- View Mobile Number
- View Email Address
- Web
- Visit Website
Personnel
- Owner
- Louis Botes - 021472471
Media
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Map
Downloads
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| Preview | File | Description |
|---|---|---|
 Pre- Retirement Checklist
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Fourteen things to consider before you retire ... |
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| Retire from farming - Passing the Batton ?
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Much of the literature on family succession talks about a |
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| Retirement Planning - Rules of Thumb
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How much income can I draw down from my retirement savings each year, given how long I want my retirement savings to last?
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If you are retired or preparing for retirement and need assistance on your investment journey I am here to help. The most enjoyable part of my role as an advisor is helping investors to achieve their investment goals, either enabling them to have a comfortable and sustainable retirement or to assist business owners, farmers, and professionals to grow their wealth in order to retire earlier rather than later.
I joined JMI Wealth as an Investment Advisor in 2021, bringing more than 30 years’ experience as a wealth manager, risk advisor and succession planner to an investment company that values:
#Knowledge and Experience;
#Collaborative Relationships;
#Transparency and Compliance.
The JMI Wealth philosophy of disciplined investment strategies, trust, integrity, respect and discretion, aligns with my personal approach to my investor clients – helping them plan for, and achieve, the retirement lifestyle they want for themselves when they want it.
I am always conscious of the trust investors place in my hands and there is no greater satisfaction for me than to see my clients enjoying a carefree retirement, knowing they are being looked after.
We provide wealth management using various international and local asset classes with research and support provided by our experienced investment team at JMI Wealth. Investing in direct share , selected portfolio of funds and KiwiSaver, local and international.
Retirement planning does not stop at age 65 ! On my WebBlog , I discuss and illustrate the need for ongoing evaluation and planning after retiring. I am therefore dedicating my time and efforts to be on top of the latest investment trends , retirement funding , products and services to the benefit of Kiwi retirees.
Read more about this and other interesting articles on my WebBlog www.louisbotes.co.nz
I joined JMI Wealth as an Investment Advisor in 2021, bringing more than 30 years’ experience as a wealth manager, risk advisor and succession planner to an investment company that values:
#Knowledge and Experience;
#Collaborative Relationships;
#Transparency and Compliance.
The JMI Wealth philosophy of disciplined investment strategies, trust, integrity, respect and discretion, aligns with my personal approach to my investor clients – helping them plan for, and achieve, the retirement lifestyle they want for themselves when they want it.
I am always conscious of the trust investors place in my hands and there is no greater satisfaction for me than to see my clients enjoying a carefree retirement, knowing they are being looked after.
We provide wealth management using various international and local asset classes with research and support provided by our experienced investment team at JMI Wealth. Investing in direct share , selected portfolio of funds and KiwiSaver, local and international.
Retirement planning does not stop at age 65 ! On my WebBlog , I discuss and illustrate the need for ongoing evaluation and planning after retiring. I am therefore dedicating my time and efforts to be on top of the latest investment trends , retirement funding , products and services to the benefit of Kiwi retirees.
Read more about this and other interesting articles on my WebBlog www.louisbotes.co.nz
Testimonials
| I have many satisfied investors that I look after and they are spread across New Zealand. I have never been involved in an advice dispute and testament to this is that I only loose clients when they either pass away , spend their money or when they gift their funds to children or charities. Over the years clients become friends and because of the industry I am in, and the private nature of my relationships, I prefer to be discreet and not ask for or list client testimonials. |
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Updated: 23 Jul 2024 |
Service Description
| I provide independant holistic advice using direct local and international shares and bond portfolios , managed multi fund portfolios and existing Kiwisaver portfolios. I dont charge a planning fee or an upfront fee. I am a salaried adviser working for an independent advisory firm that charges a standard market related management fee once you are on board. |
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Updated: 23 Jul 2024 |
Suburbs/Districts/Towns Serviced
| Nationwide ... visiting clients at home, video or telephone calls. Head office in Auckland with satellite offices in Kerikeri, Hamilton, Palmerston North, Kapiti Coast and Christchurch. |
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Updated: 23 Jul 2024 |
Meeting the needs of older people
| Most of the investors I work with are older than 65 years and like everybody , I am also approaching my own retirement somewhere down the line. I love working with retirees , I understand their specific needs and circumstances, aiming to stretch their retirement dollar to the maximum. I still believe in face to face meetings , vissiting clients in the privacy of their homes but alos doing video calls where applicable. |
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Updated: 23 Jul 2024 |
Access
| Access | Status | Details |
|---|---|---|
| A mobile service | Yes | I meet and advise investors across New Zealand. We have offices in Kerikeri, Auckland, Hamilton, Palmerston North, Kapiti and Christchurch. |
| Easy access | Yes | |
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Updated: 23 Jul 2024 |
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After Hours
| After Hours | Status | Details |
|---|---|---|
| After Hours | Yes | I am always available ... unless I am asleep or watching Rugby :-) |
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Updated: 17 Jul 2024 |
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Payment
| Payment | Status | Details |
|---|---|---|
| Free | Yes | Initial exploratory consultations are free and necessary to deliver proper advice that is in line with an investor's long-term goals and objectives. |
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Updated: 23 Jul 2024 |
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Languages Spoken
| Language | Status | Details |
|---|---|---|
| Afrikaans | Yes | |
| English | Yes | |
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Updated: 16 Jul 2024 |
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Credentials & Membership
| Credentials & Membership RC | Status | Details |
|---|---|---|
| Police checked | Yes | Cleared to be a Financial and Investment Adviser in New Zealand. |
| Other details | Yes | Louis Botes is a licensed Financial Adviser in New Zealand. I have also have various degrees and diplomas pertaining to the financial and investment industry. |
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Updated: 23 Jul 2024 |
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What's New
Kiwis and Retirement… A Few Pointers - Louis Botes We spend a lot of time thinking about all the fun, relaxing things we’re going to do when we retire, but not as much time figuring out how to make the transition. Unfortunately, the retirement puzzle is about so much more than just kicking back and spending more time doing what we want to do. You need to consider:
Read more , just follow the link to my website .... Kiwis and Retirement… A Few Pointers - Louis Botes
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Updated: 10 Oct 2024 |