In today’s financial world, there’s only one thing you can be certain of. Change.
It’s a constantly shifting environment that presents challenges and opportunities. With over 175 years of experience and leading market research to support us, we are in the perfect position to protect and grow your wealth in these conditions.
Personalised, tailored service is at the core of our approach to wealth management. Our commitment to delivering bespoke, strategic advice ensures timely investment solutions for high net worth individuals, families, foundations and institutional investors. Welcome to JBWere.
We deliverthe best of all possible worlds.
We’re an organisation of vast resources, but one that is also expressly built around an enduring and personalised service to our clients. We listen carefully to you, understanding your investment requirements and aspirations before coupling that knowledge with our own deep understanding of global trends and changing market forces.
We’ve been around a while, and with time comes experience - lots of it. While this gives us an advantage in knowing which investment strategies will grow and protect your wealth, we also believe it’s important to understand every client’s needs so that we can be a better partner, long into the future. With JBWere you will build a relationship that lasts a lifetime.
Care. It's a small word but we use it a lot.
Our people are not just advisers, they are guardians of your best interests. You'll get to know us well and vice versa - because we make an effort to build genuine, one-to-one relationships. We work only for our clients.
Our promise to you is continual diligence and care to preserve and enhance your wealth now and for future generations. You can rely on our financial strength, skills and resources as one of Australasia's wealth management leaders. On the other hand you will find us nimble, responsive and perfectly equipped to guide you through the changing times ahead.
"I love the contact time I get with my adviser. My experience with the company feels very personal and recommendations bespoke to my portfolio, it’s the low client-adviser ratio that attracted me to JBWere all those years ago!”