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About
About We work with individuals, families, business owners and for-purpose organisations to preserve and enhance wealth. While each of our clients is unique, they share a common goal to invest what they have in responsible and intelligent ways.
- Why JBWere
- Our History
Wealth Services
Wealth Services We are committed to providing trusted advice that stands the test of time. Our focus on delivering premium services tailored to your specific needs is the foundation of a lasting relationship.
We can assist you in having a lasting impact beyond your investment interests through the act of giving back to your community.
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Find an adviser

At JBWere, we provide personalised wealth management services tailored to the needs of our Wellington clients.

Our experienced advisers build long‑term relationships with individuals, families, businesses, trusts and not for profit organisations to deliver trusted advice through every stage of their financial journey.

Contact Us

Level 21, 171 Featherston St, Wellington

(04) 474 4400 or (04) 801 1429

Meet the Wellington Team

Our dedicated team our wealth management experts in Wellington is one of our largest in the country. Each adviser brings a wealth of knowledge and experience to help you achieve your financial goals.

Michael Grace

Michael Grace

Wealth Management Adviser

Ralph Goodwin

Ralph Goodwin

Wealth Management Adviser

Nick O'Connor

Nick O'Connor

Wealth Management Adviser

Angus Marks

Angus Marks

Wealth Management Adviser

Meet the whole team

Previous Office

Masterton Office

Located in the heart of the Wairarapa, Masterton is a fast-growing hub of community, agriculture, and local business.

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Nelson Office

Nelson has a big vibrant growing community, with an industry range from tourism to aquaculture and viticulture. We’re proud to have a local presence here and are an enthusiastic and committed supporter of the local community.

View the office