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JBWere Investment Services

JBWere offers an extensive range of services to ensure that suitable solutions are available to all of our clients.

JBWere Investment Services is an extension of JBWere Private Wealth Management and offers simple, effective and lower cost advisory services.    

JBWere Investment Services provides two distinct offerings;

  • JBWere General Advice (phone or online)
  • JBWere Personal Advice

JBWere General Advice (phone or online)

The JBWere General Investment Advice service offers simple, convenient and cost-effective access to general investment advice, ideas and research via a desk of qualified advisers.

Phone: Clients can speak to an adviser to discuss investment ideas, our diversified model portfolios and portfolio construction, executing share transactions from $99 per trade.

Online: For clients who wish to deal with JBWere exclusively online, the online service offers access to market-leading research, investment ideas and trade execution services for as little as $50 per trade executed online.

JBWere Personal Advice

JBWere Personal Investment Advice service provides clients with a dedicated adviser who will work on building a personalised investment strategy and discuss asset allocation, portfolio construction and security selection.

Our Services

Further information

Further information on the following products is available on the Goldman Sachs JBWere web site:
• Cash Products
• Managed Funds
• Margin Lending