Jason Chequer Email and Phone Number
Jason Chequer work email
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Jason Chequer personal email
Who am II am a considered, caring and experienced family wealth adviser, with over 30 years in family wealth advising, strategic wealth management and investing.My advising is not just focused on creating and preserving wealth but to empower families to thrive with wealth, to live well and work well together.I believe a family can be generationally successful by focusing on the strengths and positive outcomes a family can achieve with wealth rather than acting based on a fear of messing up. Who I helpI specialise in family advising, consulting on the design, implementation and management of family and wealth strategies for multi-generational families, entrepreneurs and business families.My role as the family's adviser, is to support both the collective family and its individual members, prepare and manage the financial, business and social capital for the benefit of current and future generations. How I helpCreating wealth and it is sustainability for future generations continues to be one of the most important goals for wealthy families. At Sayers, we think differently about the support and resources you need to manage and invest your wealth. Our philosophy is not only to help you navigate complex and changing circumstances but support your family with its own effective stewardship of its resources for now and a sustainable future.Sayers has established a family and wealth advisory business to build and protect the assets of families of significant wealth. Our approach is to take a more comprehensive strategic view of wealth management that integrates all financial and family issues that need to be thought about. We are committed to looking beyond the financial investments, to understand what the family stands for, create a family strategy and develop a framework for working together. Managing the financial capital is important but helping the family prepare and manage itself is just as important if the family wishes to sustain the capital across generations. In order for a family to successfully manage inter-generational wealth, they have to attend not just to good financial practices but to the softer issues of relationships, governance and communication.True family wealth is about much more than money.
Linara Group
View- Website:
- linara.group
- Employees:
- 13
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Linara GroupMelbourne, Vic, Au -
Partner And Head Of Advice, Family & WealthSayers Aug 2020 - PresentMelbourne Cbd, Victoria, AuSayers is a modern advisory and investment business, founded in 2020 by a team of experienced multi-disciplinary professionals, to serve both the business and private needs of our clients. We strive to not just do things better, but to do better things, setting a new and higher standard for doing business and managing wealth. A philosophy and an outcome that we call ‘new quo_’.We bring together dedicated teams to support families with their investments, business and family strategies. On the business side, we enhance key areas such as brand and customer engagement, implementing new technology solutions, and provide strategic planning for acquisitions, preparing for sale, or liquidity events. For personal needs, we assist families build a family office and manage their capital. Our services include family governance and succession planning, integrating wealth planning and advice for both the family as a whole and its individual members, and the creation of customised investment strategies that align with immediate needs and long-term goals. -
DirectorInclusion Foundation Aug 2019 - PresentHawthorn East, Victoria, AuInclusion Foundation is a for purpose organisation that aims to enhance lives and change perceptions of Down Syndrome though evidence-based dance, fitness, education and employment programs. -
DirectorSummer Foundation Ltd 2013 - Aug 2022Box Hill, Victoria, AuThe Summer Foundation's aim is to resolve the issue of young people living in nursing homes. -
Executive DirectorJbwere 1998 - May 2020Melbourne, Vic, AuWorking with multi-generational families as their trusted adviser. Bringing a highly customised advice approach to families of wealth, providing professional rigour, insight and expertise to the stewardship of the family and the family wealth.We help with the design of a family's own unique strategy and provide a co-ordinated approach to the implementation and management of the family's wealth, investment and philanthropic strategies. Our role is to help the individuals and the family as a whole. -
Tax ManagerArthur Andersen & Co Nov 1996 - Jun 1998
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Tax ConsultantPrice Waterhouse 1991 - 1995Gb
Jason Chequer Skills
Jason Chequer Education Details
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University Of AdelaideFamily Business Australia Advising Family Business - Parts 1 And 2 -
Deakin UniversityDiploma In Financial Planning -
Chartered Accountants Australia And New ZealandCa Professional Year Programme -
University Of MelbourneCommerce -
Horsham High School
Frequently Asked Questions about Jason Chequer
What company does Jason Chequer work for?
Jason Chequer works for Linara Group
What is Jason Chequer's role at the current company?
Jason Chequer's current role is Adviser to Families with Wealth | Family Offices | Wealth & Investment Management.
What is Jason Chequer's email address?
Jason Chequer's email address is jc****@****.com.au
What schools did Jason Chequer attend?
Jason Chequer attended University Of Adelaide, Deakin University, Chartered Accountants Australia And New Zealand, University Of Melbourne, Horsham High School.
What are some of Jason Chequer's interests?
Jason Chequer has interest in Golf, Running, Wine, Crossfit Training.
What skills is Jason Chequer known for?
Jason Chequer has skills like Investments, Portfolio Management, Finance, Financial Advisory, Superannuation, Investment Strategies, Strategy, Asset Allocation, Wealth Management, Equities, Financial Structuring, Financial Planners.
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