Personalised wealth advice with JBWere

We’re passionate about catering to investors looking for a high level of support and in-depth advice. Through JBWere we can connect you with some of Australia’s most experienced advisers.

With over 180 years’ experience, we understand the special demands of a significant portfolio of assets. We provide a personalised, premium advice experience that integrates wealth, investment, philanthropic and intergenerational wealth transfer strategies, designed exclusively for you, your family or your business.

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What you can expect from us

A personal, premium advice experience

Enjoy a bespoke, premium advice service centred around our deep understanding of you and our ability to adapt and evolve as your needs change. Our experienced team of JBWere advisers draw on intel from our well-qualified team of investment strategists and analysts, as well as from experts across NAB and global icons like UBS and Lombard Odier.

This allows us to deliver unparalleled wealth advice and investment strategies to meet your complex financial needs. Working closely with your dedicated senior wealth adviser and associate, we will structure, grow and protect your wealth through a tailored and tax-effective financial framework catered to your goals.

Delivering outstanding value

We never lose sight of the need to deliver great performance. Our investment philosophy focuses on protecting and growing your capital over the long term to meet your objectives, which we do by harnessing our Investment Strategy Group.

Our team of dedicated strategists and analysts produce high quality research, forward-looking investment thinking and recommendations. This underpins our strategic asset allocation advice to drive long-term returns, value-add opportunities and the understanding that risk mitigation is always critical to the investment process.

Experience you can rely on

With nearly $60 billion in assets under advice and more than 180 years of experience, we offer the expertise you can trust to grow and protect your wealth. Supported by us, one of Australia's largest financial institutions, JBWere specialise in developing long-term relationships, with a large portion of our clients remaining with us for over a decade.

We focus on managing intergenerational wealth, along with successful asset and business transfers. Our specialist team are dedicated to building frameworks, pathways and governance for long-term wealth preservation and growth.

Helping deliver outstanding social returns

We are specialists in philanthropy and responsible investing, working closely with individuals, families, and organisations to plan, structure and implement strategies for social and financial impact. Our services include designing charitable giving strategies, providing tailored advice to for-purpose organisations on financial sustainability and governance, and offering market-leading socially responsible investing strategies.

We also provide unique insights into philanthropic trends and access to leading funders and organisations, ensuring our clients invest for both performance and purpose.

The growth of women and wealth

A closer look at Australia’s growing cohort of affluent female investors.

The landscape of high net-worth women in Australia is undergoing significant evolution. The great strides women are achieving in their professional endeavours is giving rise to a growing segment of affluent females seeking increased engagement with financial services providers. Delve into the key insights in the full JBWere growth of Women and Wealth report.

Insights from JBWere

Explore the latest news and insights from JBWere’s team of experts.

Contact us

Talk to a JBWere adviser

To discuss your personalised wealth advise needs, speak to a JBWere adviser.

Call us on 1800 812 267

 

Submit an enquiry

Request a call back to discuss your personalised wealth advice needs, and one of the JBWere advisers will get back to you.

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Terms and Conditions

The information on this website is general in nature and based on information available at the time of publishing, information which we believe is correct and any forecasts, conclusions or opinions are reasonably held or made as at the time of publishing. The information does not constitute financial product or investment advice. Past performance is not necessarily indicative of future results. No warranty is made as to its accuracy, reliability or completeness. To the extent permitted by law, neither National Australia Bank Limited ABN 12 004 044 937, Australian Credit Licence and AFSL No. 230686 or any of its related entities accept liability to any person for loss or damage arising from the use of this information.

You should consider the relevant Product Disclosure Statement and Financial Services Guide (available on request) before deciding whether to acquire, or to continue to hold, any of our products. Target Market Determinations for these products are available at nab.com.au/TMD and jbwere.com.au/other/resources, opens in new window. Fees and charges are payable. Terms and conditions apply and are available on request from NAB. Our credit products are subject to eligibility and lending criteria.

Fees and charges are payable. Terms and conditions apply and are available on request from NAB. Our credit products are subject to normal lending criteria.

All products and services mentioned on this website are issued by National Australia Bank Limited ABN 12 004 044 937, Australian Credit Licence and AFSL No. 230686 (NAB), except wealth advice services, which are provided by JBWere Limited ABN 68 137 978 360 AFSL No. 341162 (JBWere), and nabtrade, which is the information, trading and settlement service provided by WealthHub Securities Limited ABN 83 089 718 249 AFSL No. 230704 (WealthHub Securities). JBWere and WealthHub Securities are wholly owned subsidiaries of NAB.

WealthHub Securities’ and JBWere’s obligations do not represent deposits or other liabilities of NAB. NAB does not guarantee its subsidiaries’ obligations or performance, or the products or services its subsidiaries offer. You may be exposed to investment risk, including loss of income and principal invested.

Information correct as at January 2024.

©2024 NAB Private Wealth is a division of National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686. ©2024 JBWere Limited ABN 68 137 978 360 AFSL No. 341162. ©2024 WealthHub Securities Limited ABN 83 089 718 249 AFSL 230704.