Services
We know a lot about change - it’s the investment world we have thrived in for over 180 years. We also know our years of experience, when combined with market research and a customised approach to our clients individual needs, gives investors the edge they need to be successful in these shifting markets.
Unparalleled excellence for our clients.
Our suite of services are designed to accommodate your financial goals.
Growing your wealth
Growing and preserving wealth requires clarity, discipline and a long-term perspective. Through considered decision-making and a focus on what matters most, we help you build a legacy that endures.
Philanthropic Advice
At JBWere, we have long supported for-purpose organisations and philanthropically minded individuals, families and business owners to invest wisely and with purpose. We understand that careful management of assets is just the beginning — and that many of our clients are driven by a broader goal to create better social and environmental outcomes. Through our partnerships across the for-purpose and private sectors, we’ve developed deep insights into the trends, challenges and opportunities that shape impactful giving and investing. Our dedicated team of specialists is committed to inspiring, educating and supporting you to achieve sustainable outcomes and positive, lasting impact in the world.
Women's Wealth
Our goal is to provide clients with the support and confidence they need to make sound financial decisions. We provide a long-term investing approach that helps women build wealth, achieve their goals or provide a legacy. We are committed to helping women plan for and achieve the financial future they desire.
For Migrant Investors
Active Investor Plus (AIP) Visa
The New Zealand Active Investor Plus Visa is designed to promote investment-based migration for individuals and their family. This visa category is for skilled and experience investors who wish to participate in New Zealand's investment ecosystem and make a significant contribution to the New Zealand economy.
We will provide you with the highest level of service before, during and after you migrate to New Zealand, and we have close connections with leading immigration advisers and banks who can offer complimentary support.
