How you structure and protect your wealth is just as important as what you do with it – especially if you want to do more of what you enjoy, make a positive impact or set up your family for generations to come.
Navigating complex and ever changing markets is easier with a guide. A trusted JBWere adviser will bring access and expertise to these important financial decisions.
Our clients trust us to provide this advice because they know the crucial role we play in the social impact ecosystem.
Our Family Advisory is concerned with much more than the transfer of wealth. We seek to understand the history and complex web of relationships that underpin a family’s wealth.
Our Investment philosophy guides the way we approach investing our clients’ money. It combines our key principles and beliefs to provide a framework which delivers consistent risk adjusted returns and preserves and enhances our clients’ wealth.
A lot has happened in the past fortnight – the Fed Chair signalled imminent rate cuts in the US, the RBA Governor reiterated her view that the RBA Board are not contemplating rate cuts anytime soon in Australia, the AUD/USD has popped above USD0.68 and the price of iron ore dipped briefly below US90/t.
30 August 2024 3 min read
The RBA would have breathed a sigh of relief this week, as inflation numbers for the second quarter weren’t as bad as feared.
02 August 2024 3 min read Aus EquitiesIn this note we look at the performance of Australian Equities market in the second calendar quarter of 2024.
