Portfolio Management

In conjunction with the Goldman Sachs Australia, we offer a range of discretionary and self-managed portfolio services to suit your personal investment style and help you reach your financial goals.

Discretionary portfolio services

Discretionary portfolio services provide complete management services, relieving you of the decision-making responsibilities associated with structuring, managing and developing your investment portfolio.

Managed Accounts, one of JBWere's discretionary services, allows you to have your own portfolio of Australian or international shares managed by your choice of one or more professional portfolio managers. Your share portfolio benefits from the constant attention it receives, and JBWere looks after the associated reporting and administration. This minimises the time you spend tracking and managing your investments.

Managed Accounts is available to clients who qualify as a wholesale client for the purpose of the Corporations Act 2001 (Cth).

To find out more about these discretionary portfolio services, please contact us on 1300 366 566.

Self-managed portfolio services

If you prefer to be involved in the day-to-day management of your investments, we can help you make informed decisions.

The key self-managed portfolio services we can offer include the following JBWere products:

Premium is an exclusive and personalised service that combines investment and strategic financial planning advice with premium management and comprehensive administration services. This service provides you with access to JBWere's extensive resources and investor services through a single wealth management package. You can also include a combination of optional features to complement your individual objectives, with the flexibility to change these as your needs and goals change.

Portfolio Advantage and Portfolio Advantage Shares allow you to establish a comprehensive asset allocation strategy by investing in a range of managed funds and listed securities with the help of your advisor. You maintain beneficial ownership of your investments without the administrative burden associated with managing and balancing a diversified portfolio.

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Important notices and disclosures

GENERAL FINANCIAL PRODUCTS WARNING: This document contains general financial products advice only. In preparing this document, JBWere did not take into account the investment objectives, financial situation and particular needs ('financial circumstances') of any particular person. Accordingly, before acting on any advice contained in this document, you should assess whether the advice is appropriate in light of your own financial circumstances or contact your JBWere advisor. If you were referred to JBWere by an investment advisor, that advisor may receive a financial benefit from JBWere for dealing in financial products on your behalf. Your JBWere advisor will give you precise details of any benefit payable to the investment advisor who referred you to JBWere.

Important: Please be aware that past performance is not indicative of future performance nor does JBWere guarantee the performance of any product.

JBWERE MANAGED ACCOUNTS (ZZZ-MNAC): Goldman Sachs Australia Capital Markets Limited offers the Managed Accounts service and will receive fees as set out in the Managed Accounts agreement.

PORTFOLIO ADVANTAGE: Portfolio Advantage is an investor directed portfolio-like service provided through a registered managed investment scheme. Interests in Portfolio Advantage are offered via a product disclosure statement ("PDS"), available by visiting our website www.jbwere.com/portfolioadvantage or contacting our Client Services Team on 1800 832 464. You should obtain and consider a copy of the PDS before deciding whether to invest through or continue to use this service. Goldman Sachs Australia Managed Funds Limited is the responsible entity of, and issuer of interests in, Portfolio Advantage.

PORTFOLIO ADVANTAGE SHARES: Portfolio Advantage Shares is a nominee and custody service offered by Goldman Sachs Australia Capital Markets Limited and broking service offered by Goldman Sachs Australia Pty Ltd.

PREMIUM: Goldman Sachs Australia Pty Ltd offers the Premium service and will receive the fees as set out in the SFP/Premium agreement.