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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;
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 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.
Further information on the following products is available on the Goldman Sachs JBWere web site:
• Cash Products
• Managed Funds
• Margin Lending
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Investor Service team - Phone 1300 366 790 (Australia); 0800 555 555 (New Zealand).
Or phone (61 3) 9679 1534, fax (61 3) 9679 1369.
This website contains general securities advice. In preparing the content, JBWere has not taken into account any person's particular objectives, financial situation or needs.
Before acting on any advice you should consider whether it is appropriate for you.