Find your Lemmi service level
Lemmi
Ideal for investors that are self-sufficient, with the convenience of paying for specific advice when they want it.
Minimum investment $1000.
$15 per month
Included in Lemmi:
- Access to Digital Advisor
- Active portfolio re-balancing*
- Personalised Lemmi goal based plan
- Access to global best practice risk management and ESG friendly investment approach
- Lemmi coaching to keep you moving towards your goal
Optional add-ons
- Getting Started module* +$199 FREE +$199
- Trust module* (incl Getting Started) +$199
Lemmi Plus
Ideal for investors that just need a helping hand getting started with their investment and the convenience of paying for specific advice when they want it.
Minimum investment $100k.
$15 per month
Everything in Lemmi and
- One free advice module per year, starting on your first anniversary.
Optional add-ons
- Getting Started module* FREE
- Trust module* FREE
5 easy questions to find the right Lemmi service for you
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in getting apps setup on my phone
my financial position and goals
monthly fee of $65 and a minimum investment requirement of $250K.
I feel I
the on-call personal support
I am planning to invest
I’m investing
with Lemmi
Great you have made a start, come back when you have $1000 saved, In the meantime, enjoy our learning center
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Fresher Access
Innovative tech to get you into the knowledge
Fresher Access
You now have access to the knowledge and experience that we’ve built up over 30 years of growing our clients’ wealth and financial wellbeing. We’re real people, but you don’t have to drive out to a fancy office with views over the city to see us – it’s all on your phone or laptop.
Find your Lemmi ServiceFresher Fees
Low, flat advice fees and less money needed to start
Fresher Fees
You don’t have to have wealth to make wealth. You can get in for as little as $1000. We’re bringing down the barriers to entry in all the ways we can. We’ve flattened out our advice fee structure into an affordable monthly service fee, irrespective of how much you’re investing.
Find your Lemmi ServiceFresher Science
Lemmi’s risk vs reward sweet spot
Fresher Science
We use scientifically based investment methodology, balancing the financial markets, risk and human behaviours to help you get to where you want to be within your timeline. This ‘sweet spot’ is proven to work. It’s an active and dynamic method that never sleeps, moving you forward every day.
Find your Lemmi ServiceFresher Habits
We’ll keep you learning and growing the right way
Fresher Habits
It’s not just about making money. Lemmi will show you how to act in your own best interests: coaching and mentoring you to make better decisions as you go, building habits that will last you for life. It’s a journey you grow on, as well as your funds. That’s what makes our approach special.
Find your Lemmi Service
We’re good at this
Lemmi is the new way of accessing the investment and wealth management smarts of its original companies – New Zealand Investment Portfolio Management and New Zealand Financial Planning.
As a group we’ve been looking after Kiwis’ financial wellbeing and growing their funds since 1991. We’ve always put our clients first. Long before a code of client protection became the industry standard, we created and implemented our own charter for treating clients fairly. And we're licensed by the Financial Markets Authority, which means that we have a stringent set of regulatory requirements to meet that guide our conduct. It’s not dinner table chat, but just good to know.