Private Wealth Management

Private Wealth Management takes a highly personalised, client first approach to multi-asset class wealth management. Our advisor-to-client ratios are low, ensuring our team is able to take a proactive role in providing tailored advice to individuals, families and not-for-profit organisations.

As well as traditional investment advice, we also offer strategic financial planning, which includes: estate planning and asset protection; superannuation advice; income tax and cashflow analysis; advice on the effective use of financial structures; banking and debt management; superannuation and retirement planning; and insurance. Comprehensive strategic financial planning advice complements the risk profiling and securities advice provided by the investment advice business, with the two working closely and successfully together.

Another service provided by Private Wealth Management is our philanthropic services offering. The JBWere Philanthropic Services team is dedicated to furthering our tradition of supporting the non-profit sector and ensure optimal outcomes for investors and the non-profit sector. Their key areas of expertise include providing strategic advice for grant makers and social investors, assisting non-profit groups to manage a range of issues including governance, investment management and the generation of ongoing support and developing new products and services that integrate for-profit and non-profit capabilities.