Ben Antonio, Cta Email & Phone Number

JBWere provide comprehensive investment advisory and wealth management services. We are a conservative firm and have been providing wealth advice and administration services since 1840.Our specialty is managing the financial affairs of busy individuals and families. I operate in a team of four experienced individuals (2 advice, 2 support) and we manage no more than 70 relationships. We maintain relatively few relationships because our clients need us to be across their changing circumstances and proactive with our advice. Core Competencies• Building wealth with structured savings and investment plans• Diligent management of investment portfolios• Being fully in control of day-to-day administration, record keeping, and event management across individual accounts, superannuation funds, family trusts, and corporate entities• Maintaining proactive dialog with accountants and solicitors to devise and/or implement strategies• Anticipating liquidity needs so cash is in the right entity at the right time • Managing large, illiquid holdings and Employee Share Schemes• Working with beneficiaries, solicitors and testators throughout the entire wealth transfer processIf you would like to know more I invite you to get in touch with me. I am happy to elaborate on what we do so you can see if we are a fit.

Listed skills include Investments, Wealth Management, Strategic Financial Planning, Cash Flow, and 4 others.