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Home › Investment Services › Personal Investment Advice
JBWere Personal Investment Advice service provides clients with a dedicated advisor who will work on building a personalised investment strategy and discuss asset allocation, portfolio construction and security selection.
Your advisor will tailor advice based on relevant personal circumstances including your risk profile, investment aims, investment timeframe, and asset class preferences.
As the minimum fee for JBWere Personal Investment Advice is $2,500 per annum, it is typically suitable for clients with investment portfolios of greater than $250 000.
| Service feature | Details |
|---|---|
| Style of advice | Personal investment advice. |
| Pre-requisites | You must be CHESS sponsored by Goldman Sachs Australia. This service can be accessed by clients with investment portfolios of $250,000 or more, who transact more frequently on their account and would normally spend in excess of $2,500 per annum on investment advisory fees or brokerage. |
| 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. |
| Place orders | You can place orders by speaking to your dedicated advisor. |
* All subscriptions contain general financial product advice only and will be prepared without taking into account your personal circumstances.
If you need information or help, please contact us on 1300 366 566 or jbwere@jbwere.com
The Clearing House Electronic Subregister System (CHESS) is the electronic system operated by the ASX to manage the transfer of legal ownership of securities. Goldman Sachs Australia Pty Ltd ("Goldman Sachs") acts as CHESS sponsor for JBWere clients. All personal and share account information is housed in one central location. This offers shareholders fast, efficient and accurate administration of their portfolio.
If you would like more information about the benefits of becoming CHESS sponsored by Goldman Sachs, please contact us on 1300 366 566.
Goldman Sachs will execute, clear and settle trades for JBWere clients that are placed with it by JBWere on behalf of the clients.
Copyright © Goldman Sachs Australia 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.
