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JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.
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JAS Wealth: A Different Kind of Wealth Management, Sydney Australia.

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We help successful individuals manage their wealth, using only the best products, services and investments available in the market today. We call it quality advice based on independent thinking.

We help successful individuals manage their wealth, using only the best products, services and investments available in the market today. We call it quality advice based on independent thinking.

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  • 1. We help successful individuals manage their wealth, using the best products services and investments available in the market today. We call it quality advice with independent thinking.
  • 2. Why JAS Wealth?
  • 3. How will JAS Wealth achieve this?
  • 4. What do we believe?
  • 5. Boutique wealth management in a family office format
  • 6. What is JAS Wealth? 1. JAS Wealth is a privately owned wealth management firm. 2. A boutique without internal sales targets. 3. Meeting the need for long term, family office style services. Client JAS Wealth Source the best products, services, outcomes
  • 7. What has changed in the industry?
  • 8. Wealth Management Needs to Evolve 1. The Future of Financial Advice (FOFA) legislation has been introduced into the Corporations Act. 2. A ‘best interests’ duty has been introduced and there is a ban on conflicted remuneration. 3. Wealth Management needs to be about quality advice, not sales. Client Advisor Products & transactions Financial Firm The Old Product Distribution Model
  • 9. What is wealth management?
  • 10. Not just stockbroking and not just financial planning 1. You need a multi-skilled advisor who knows the strategy and also understands investments. 2. You can’t operate an advice business based on transactions. 3. Sometimes financial strategy is most important, other times investment selection is most important. Financial Planning StockbrokingWealth Management
  • 11. What can JAS Wealth offer me?
  • 12. An advice business that can grow with your family’s needs 1. Strategic advice relevant to your life stage. 2. Different periods require a different focus. 3. There is a need for multi-generational wealth advice.
  • 13. Financial Positioning Stage 1. Strategic advice relevant to your life stage. 2. Different periods require a different focus. 3. There is a need for multi-generational wealth advice.
  • 14. Wealth Accumulation Stage 1. Strategic advice relevant to your life stage. 2. Different periods require a different focus. 3. There is a need for multi-generational wealth advice.
  • 15. Retirement Planning Stage 1. Strategic advice relevant to your life stage. 2. Different periods require a different focus. 3. There is a need for multi-generational wealth advice.
  • 16. Lifestyle Funding Stage 1. Strategic advice relevant to your life stage. 2. Different periods require a different focus. 3. There is a need for multi-generational wealth advice.
  • 17. An advice business that can bolt on services as required 1. As personal requirements change, so should the advice. 2. We can access the best services / products regardless of origin. 3. There are no sales targets, just quality, relevant advice. Super SMSF Portfolio Management Estate PlanningInsurance Retirement Planning MDA Accounts Investment Structuring Lifestyle Funding Inter- generational wealth The offering must match each client’s individual needs
  • 18. Wealth management is about the big picture 1. You need qualified advisors who can see the bigger picture. 2. If a waiter at a restaurant only offered you a food menu, without a wine menu, you wouldn’t be impressed. 3. Have the skills, find the gaps, offer solutions. Have the right tools Find any gaps Offer solutions
  • 19. Wealth Management in 5 Stages
  • 20. A five stage process of advice 1. Start with the financial strategy, the roadmap for decision making. 2. Develop a consistent strategy that flows through to investment selection. 3. Simple solutions are often the best, others tend to over complicate.
  • 21. Tactical asset allocation 1. 70% of professional fund managers underperform their benchmark index over 1,3 & 5 years. 2. Investment selection is important, but asset allocation is more important. 3. Identify when to be ‘in the market’ and when to be ‘out of the market’. Super SMSF
  • 22. Wide range of investment options 1. Some advisors tend to overcomplicate the investment process 2. Simple solutions are often the best. 3. Our job is to find solutions to match client needs, not to force fit our limited offering. The simplest investments that meet the needs of clients
  • 23. How is JAS Wealth structured?
  • 24. Privately owned boutique with institutional support 1. Offering services to a limited number of clients. 2. JAS Wealth is privately owned, hence no sales targets, just quality advice. 3. Operate under the AFSL of Securitor, which is owned by Westpac Bank. Client JAS Wealth Securitor (AFSL) Westpac Bank
  • 25. Others Wealth Firms Internal Platform Internal Product Distribution Arm Internal Research Internal Deals Transaction Focus
  • 26. JAS Wealth Market Leading Platforms What is the best for the client? Find the best investments EQR Research Without corporate links Privately Owned Drawing on institutional servicesWealth advisory focus What do our clients need? Not what can we sell them Complete advice Investments, financial planning, insurance, estate planning Family Office Service Intergenerational
  • 27. Open architecture – find the best products and use them 1. The best technical services team in Australia. 2. A team of 16 full time research analysts for investments. 3. At the forefront of technology for managing investment assets (internet access, data feeds to accountants, cloud functionality etc.) The best research The best investments The best technology
  • 28. Focus on the direct equity capability 1. Coverage of the ASX 200 stocks. 2. No corporate links so research is about finding the best opportunities. 3. Four Australian equity portfolio models, broad coverage of other investments including ETF’s, LIC’s and Hybrids. 0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00% 14.00% 16.00% 18.00% Concentrated Core Concentrated Income Core Income 1 Year 2 Year Since Inception This portfolio has outperformed the index by 15.25% in the last 12 months *Figures at end of March 2013, inception 1 Nov. 2010, Benchmark is ASX200 Accumulation Index
  • 29. The future of wealth management
  • 30. Wealth Management 2.0 1. A limited number of clients, so we understand their situation fully. 2. Provide services that enable a consistency of strategy. 3. Simple, holistic advice, targeting the best outcome for clients. Inter- generational wealth Identify Solve Evolve Find solutions, don’t force fit products
  • 31. JAS Wealth is your personal CFO (chief financial officer) 1. We work closely with your other trusted advisors. 2. We are just one part of the puzzle. 3. Keep the strategy consistent from a wealth perspective. Accountant Lawyer Business Advisors Other Experts Personal CFO
  • 32. A different kind of wealth management firm

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