Home › Investment Services › JBWere Investment Advice - Phone
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.
Clients can speak to an adviser to discuss investment ideas, our diversified model portfolios and portfolio construction, executing share transactions from $99 per trade.
All clients receive proactive investment ideas via email and access to regular publications which set out a range of recommended investments.
| Service feature | Details |
|---|---|
| Style of advice | For clients who are comfortable making their own assessment of the suitability of our advice, having regard to their own personal circumstances. |
| Pre-requisites | You must be CHESS sponsored by Goldman Sachs & Partners Australia. You need to have arranged automatic settlement authority via a Goldman Sachs Cash Trust or Goldman Sachs Investment Notes account. |
| Subscriptions* | We produce a number of email publications that we can arrange to send to your nominated email address. Register to gain access to the secure, clients-only pages of the JBWere website |
| Investment advice and recommendations | Speak to a JBWere adviser whenever you wish to discuss your investments 1300 366 566 |
| Place orders | You can place your orders either by: telephoning a JBWere adviser on 1300 366 566 or online |
| Goldman Sachs Brokerage rates ‡ (incl. GST) | First $20,000 - 1.25% Amounts in excess of the first $20,000 - 0.85% Minimum $99‡ |
* All subscriptions contain general financial product advice only and will be prepared without taking into account your personal circumstances.
‡ Clients who are not CHESS sponsored by Goldman Sachs & Partners Australia and who do not have automatic settlement authority via direct debit or a Goldman Sachs Cash Trust or Goldman Sachs Investment Notes account, will pay a minimum brokerage of $137.50.
If you need information or help, please contact us on 1300 366 566 or jbwere@jbwere.com
Copyright © Goldman Sachs & Partners Pty Ltd AFSL 243346 and JBWere Pty Ltd AFSL 341162
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.
