Independent Advice

JPM Investment Group provides strategic and independent financial planning advice through its experienced finanical advisors. As an owner of an Australian Financial Service License "AFSL" 339151, a JPM financial advisor will ensure you receive independent and transparent advice as we are not aligned to one particular wealth management group, bank or product manufacturer.

Certainly, there are major limitations in the financial planning industry and particularly in the ethical behaviour of financial advisors in pushing commission based products to their clients. In comparison, a JPM financial advisor has total flexibility and choice that will ensure we maximise your outcomes and benefits.

At JPM Investment Group, our finanical advisors work closely with our accountants and mortgage brokers, and this fact allows you to receive independent and transparent advice across all areas of finanical services and accounting.

What are distinctive features of JPM financial advisors?

  • We apply the experience of our accountants to establish appropriate structures for our clients at an extremely afforable price.
  • We do not recommend managed funds and / or wrap accounts due to the high rate and multi-layering of fees.
  • We manage our clients' portfolio based on changing economic conditions.
  • We purchase direct Australian and International equities based on our fundamental and technical research and analysis.
  • We provide strategic advice and planning across all areas of financial planning.
  • We look to profit in both rising and falling investment markets based on our fundamental and technical forecast and analysis.

Find out why JPM Investment Group is truly independent by calling 1300 693 511 today!