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Building strong foundations

JBWere can help you establish a robust financial foundation while providing the ongoing advice you need to preserve and enhance your wealth for generations.

Our areas of expertise include:

Cash flow planning and financial modelling

  • Tax planning
  • Income and capital projections
  • Scenario and sensitivity analysis

Superannuation

  • Review existing super plans
  • Contribution, lump sum and income stream strategies
  • SMSF strategies and management Insurance

Investment and portfolio management

  • Risk profiling and objective setting
  • Asset allocation
  • Portfolio construction and investment selection

Insurance

  • Needs analysis and structuring
  • Life, TPD, trauma and income protection
  • Key person and business risk

Entity structuring

  • Tax effectiveness
  • Access to capital and cash flow
  • Asset protection and transfer

Estate and succession planning

  • Distribution and control of assets
  • Wills and powers of attorney
  • Executor and trustee services
  • Planned business succession and exits

Philanthropic services and advice

  • Tax effective giving
  • Fund structures
  • Non-profit board and committee governance and investment advice