1. Specialist JBWere advisers
With three offices nationally, JBWere is well placed to provide you with a complete nationwide network.
2. Direct access to share advice and dealing opportunities
We can offer you the following services for the benefit of your clients:
- Business generating ideas.
- Portfolio creation and maintenance.
- Regular research updates and market surveillance.
- Participation in new floats, capital raisings and placements.
- A direct client share transaction service at competitive brokerage rates.
- Access to JBWere internet facility.
- Access to the Goldman Sachs Cash Trust facilities which provide a flexible, convenient and secure way to settle purchases and sales of shares as well as earn competitive interest on funds.
- Comprehensive monthly transaction reports detailing each financial intermediary's transactions by adviser.
3. Regular research
At JBWere, we believe that quality research is critical to understanding companies, markets and a client's investment needs. Through the team of over 40 research analysts at Goldman Sachs, we have access to the technical expertise and experience to cover all types of investments. Their research involves constant analysis of financial markets as well as industrial and resource companies in both New Zealand and overseas.
This includes:
- Our daily report the "Financial Planner's Daily". This report provides market commentary and timely information, relevant to your clients, sent to you by e-mail. In addition, a morning market report details movements and news items from offshore markets, and an evening report provides a summary of the day's movements in share and fixed interest markets.
- One page research reports on many of Australasia's leading companies.
- Morning and afternoon updates on the market.
- Monthly updates on the listed property sector (New Zealand and Australia).
- Extensive economic monitoring.
