About the GMI Superannuation Scheme

The team at Gareth Morgan Investments (GMI) saw a gap in the New Zealand superannuation market—a super scheme for investors who expect more than the industry standard. A scheme for people who:

• want to be fully informed about where their money is invested and how the investments are performing
• appreciate honest communication in plain English
• expect their investment manager to treat them with respect
• value a manager who really is New Zealand owned and operated

We’d already been offering our private portfolio clients these standards for 20 years. We started the GMI Superannuation Scheme (GMI Super) to extend the same standards to kiwis saving for their retirement through superannuation.

• Fair and equal treatment for all investors
• Total respect for investors and their money
• Detailed monthly reporting online
• Clear and honest communication
• Wealth protection first, growth second
• Fee for service only. No commissions
• Duty of care, accountability

It boils down to us treating our clients as we expect to be treated ourselves. Far from being a hollow slogan, this is something we practice every day. GMI’s directors and most of the staff and their families have their savings managed at GMI. We are clients, just like you.

• We expect to be fully informed about where our savings are invested and what they’re worth—so we’ll keep you fully informed with personal monthly online reports.
• We expect all fees to be easy-to-understand, and itemized on monthly reports—so that’s what you’ll get from us. One fee, stated on your reports every month.
• We want honest and easy-to-understand information—you’ll get answers promptly and in plain English.
• We don’t think it’s too much to expect accountability from an investment manager—as well as answering to an independent trustee (Public Trust), we positively state in our Trust Deed a fiduciary duty to members.

The GMI Superannuation Scheme is a registered superannuation scheme, managed, administered and promoted by Gareth Morgan Investments Limited Partnership (GMI).

GMI is responsible for managing $1.3b for 48,000 New Zealand investors through our private portfolio management service, the Gareth Morgan KiwiSaver Scheme and the GMI Superannuation Scheme.

We are 100% New Zealand owned and operated.

GMI has been managing New Zealanders’ investments since 1989.

Our sole focus is on managing investments. We don’t sell finance, banking or insurance products or services.