Secure
the
Future

 

 

“I get the best of all possible worlds investing with JBWere. They are an organisation of vast resources, yet their service is totally personalised. Their reporting is precise and comprehensive, yet uncomplicated. They give credible advice based on years in the business, yet they listen fully to what my aspirations and investment requirements are and tailor my portfolio accordingly.”

                   JBWere Premium Service client

Premium Service

The JBWere Premium Service encompasses every aspect of best-practice wealth management. You’ll have your trusted JBWere adviser working alongside you, as well as the market intelligence of our award-winning in-house research team.

As a Premium Service client you’ll receive a combination of investment advice, brokerage and custodial services for an annual fee which is calculated as a percentage of the funds invested.

Collaborative Partnership

  • At the heart of our Premium Service is an effective working relationship with your JBWere adviser.
  • If you don’t request a specific person, we will match you with a compatible adviser.
  • Your adviser delivers a personalised service that’s shaped by your preferences. You can have as much or as little input as you like; you can have regular meetings or conduct the relationship by phone or email. It’s your call.

Bespoke Strategy

  • Your one-of-a-kind investment strategy is built around your individual requirements, ambitions and appetite for risk.
  • Your strategy will detail the optimum asset allocation by sector, which means the split between domestic shares, international shares and funds, fixed interest, listed property, alternative assets and cash.
  • Regular strategy reviews will help to ensure your strategy is hitting the mark. At any time your strategy can be modified to reflect changing market conditions and personal requirements. 

Comprehensive Reporting

  • You will receive regular hard-copy reports that summarise market performance and let you see how your portfolio is doing. Reports also highlight how market events might affect your portfolio.
  • Reporting complements your adviser’s guidance and helps you to make decisions with confidence.
  • You’ll also have the opportunity to attend exclusive market briefings from the region’s most respected financial market analysis team.

Award-Winning Research

  • Our Auckland-based research team has the global research resources of JBWere, NAB, UBS and Goldman Sachs at their fingertips.
  • Quality information combines with extensive experience to provide our Premium clients with the benefits of superior analysis.
  • Our research analysts work closely with JBWere advisers to formulate effective bespoke investment strategies.

Online Services

  • Logging into your JBWere account lets you view up-to-date information about your portfolio, such as valuations and transactional history.
  • You can also access watch lists, live prices, news, company announcements and online research (Daily Cable and Daily Cable highlights).