JAS Wealth is a privately owned boutique wealth management firm that offers long term, family office style services to successful individuals. It provides quality advice using independent thinking and sourcing the best products and services available. JAS Wealth aims to evolve with clients' needs by offering holistic advice and solutions rather than forcing products, and acts as a personal CFO by keeping clients' financial strategies consistent in coordination with other advisors.

2. 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.

3. Why JAS Wealth?

5. How will JAS Wealth achieve this?

7. What do we believe?

9. Boutique wealth management in a
family office format

10. 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

11. What has changed in the industry?

12. 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

13. What is wealth management?

14. 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

15. What can JAS Wealth offer me?

16. 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.

17. 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.

18. 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.

19. 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.

20. 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.

21. 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

22. 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

23. Wealth Management in 5 Stages

24. 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.

25. 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

26. 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

27. How is JAS Wealth structured?

28. 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

29. Others
Wealth
Firms
Internal
Platform
Internal
Product
Distribution
Arm
Internal
Research
Internal Deals
Transaction
Focus

30. 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

31. 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

32. 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

33. The future of wealth management

34. 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

35. 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

36. A different kind of wealth management firm