We help successful individuals manage their wealth, using the best
products services and investments available in the mark...
Why JAS Wealth?
How will JAS Wealth achieve this?
What do we believe?
Boutique wealth management in a
family office format
What is JAS Wealth?
1. JAS Wealth is a privately owned wealth management firm.
2. A boutique without internal sales target...
What has changed in the industry?
Wealth Management Needs to Evolve
1. The Future of Financial Advice (FOFA) legislation has been introduced
into the Corpor...
What is wealth management?
Not just stockbroking and not just financial planning
1. You need a multi-skilled advisor who knows the strategy and also
...
What can JAS Wealth offer me?
An advice business that can grow with your family’s needs
1. Strategic advice relevant to your life stage.
2. Different pe...
Financial Positioning Stage
1. Strategic advice relevant to your life stage.
2. Different periods require a different focu...
Wealth Accumulation Stage
1. Strategic advice relevant to your life stage.
2. Different periods require a different focus....
Retirement Planning Stage
1. Strategic advice relevant to your life stage.
2. Different periods require a different focus....
Lifestyle Funding Stage
1. Strategic advice relevant to your life stage.
2. Different periods require a different focus.
3...
An advice business that can bolt on services as required
1. As personal requirements change, so should the advice.
2. We c...
Wealth management is about the big picture
1. You need qualified advisors who can see the bigger picture.
2. If a waiter a...
Wealth Management in 5 Stages
A five stage process of advice
1. Start with the financial strategy, the roadmap for decision making.
2. Develop a consist...
Tactical asset allocation
1. 70% of professional fund managers underperform their benchmark index
over 1,3 & 5 years.
2. I...
Wide range of investment options
1. Some advisors tend to overcomplicate the investment process
2. Simple solutions are of...
How is JAS Wealth structured?
Privately owned boutique with institutional support
1. Offering services to a limited number of clients.
2. JAS Wealth is ...
Others
Wealth
Firms
Internal
Platform
Internal
Product
Distribution
Arm
Internal
Research
Internal Deals
Transaction
Focus
JAS
Wealth
Market
Leading
Platforms
What is the best
for the client? Find the
best
investments
EQR
Research
Without
corpor...
Open architecture – find the best products and use them
1. The best technical services team in Australia.
2. A team of 16 ...
Focus on the direct equity capability
1. Coverage of the ASX 200 stocks.
2. No corporate links so research is about findin...
The future of wealth management
Wealth Management 2.0
1. A limited number of clients, so we understand their situation fully.
2. Provide services that ena...
JAS Wealth is your personal CFO (chief financial officer)
1. We work closely with your other trusted advisors.
2. We are j...
A different kind of wealth management firm
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.
Upcoming SlideShare
Loading in …5
×

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

771 views

Published on

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.

Published in: Business, Economy & Finance
0 Comments
2 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
771
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
49
Comments
0
Likes
2
Embeds 0
No embeds

No notes for slide

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

  1. 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. 2. Why JAS Wealth?
  3. 3. How will JAS Wealth achieve this?
  4. 4. What do we believe?
  5. 5. Boutique wealth management in a family office format
  6. 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. 7. What has changed in the industry?
  8. 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. 9. What is wealth management?
  10. 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. 11. What can JAS Wealth offer me?
  12. 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. 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. 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. 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. 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. 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. 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. 19. Wealth Management in 5 Stages
  20. 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. 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. 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. 23. How is JAS Wealth structured?
  24. 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. 25. Others Wealth Firms Internal Platform Internal Product Distribution Arm Internal Research Internal Deals Transaction Focus
  26. 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. 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. 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. 29. The future of wealth management
  30. 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. 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. 32. A different kind of wealth management firm

×