JBWere Investment Services

JBWere offers simple, effective and lower cost advisory and order placement services to private investors. Clients can select the service level best suited to their investment aims and experience, asset preferences and portfolio size.

JBWere's Investment Services Group offers two levels of service: JBWere General Investment Advice and JBWere Personal Investment Advice.

JBWere General Investment Advice

The JBWere General Investment Advice service provides you with direct access to: investment advisers for general investment advice and order placement; regular email bulletins with trading ideas and market analysis around investment themes; and access to clients-only research, market commentary and investment ideas.

Brokerage: Brokerage rates start from $99 per transaction for orders placed by phone and from $50 per transaction for clients dealing exclusively online. JBWere will arrange for broking and execution services to be provided by Goldman Sachs & Partners Pty Ltd.

JBWere Personal Advice

The JBWere Personal Investment Advice service provides you with all the features of the General Advice service, but with the following added benefits:

• We provide you with personal investment advice taking into account your relevant personal circumstances including your individual asset class preferences, risk profile, investment aims and return timeframe.
• A senior adviser, supported by a dedicated team of qualified investment advisers, will be appointed to your account to provide you with support, guidance and advice tailored to your portfolio preferences.

This service is typically for clients with portfolios of $250,000 or more.

Further information

If you would like more information, please contact us: