Jason Chequer

Jason Chequer Email and Phone Number

Adviser to Families with Wealth | Family Offices | Wealth & Investment Management @ Linara Group
Melbourne, VIC, AU
Jason Chequer's Location
Melbourne, Victoria, Australia, Australia
Jason Chequer's Contact Details
About Jason Chequer

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.

Jason Chequer's Current Company Details
Linara Group

Linara Group

View
Adviser to Families with Wealth | Family Offices | Wealth & Investment Management
Melbourne, VIC, AU
Website:
linara.group
Employees:
13
Jason Chequer Work Experience Details
  • Linara Group
    Linara Group
    Melbourne, Vic, Au
  • Sayers
    Partner And Head Of Advice, Family & Wealth
    Sayers Aug 2020 - Present
    Melbourne Cbd, Victoria, Au
    Sayers 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.
  • Inclusion Foundation
    Director
    Inclusion Foundation Aug 2019 - Present
    Hawthorn East, Victoria, Au
    Inclusion 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.
  • Summer Foundation Ltd
    Director
    Summer Foundation Ltd 2013 - Aug 2022
    Box Hill, Victoria, Au
    The Summer Foundation's aim is to resolve the issue of young people living in nursing homes.
  • Jbwere
    Executive Director
    Jbwere 1998 - May 2020
    Melbourne, Vic, Au
    Working 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.
  • Arthur Andersen & Co
    Tax Manager
    Arthur Andersen & Co Nov 1996 - Jun 1998
  • Price Waterhouse
    Tax Consultant
    Price Waterhouse 1991 - 1995
    Gb

Jason Chequer Skills

Investments Portfolio Management Finance Financial Advisory Superannuation Investment Strategies Strategy Asset Allocation Wealth Management Equities Financial Structuring Financial Planners Investment Advisory Cash Flow Strategic Financial Planning Wealth Succession Planning Retirement Planning Asset Managment Smsf Corporate Governance Project Planning Funding

Jason Chequer Education Details

  • University Of Adelaide
    University Of Adelaide
    Family Business Australia Advising Family Business - Parts 1 And 2
  • Deakin University
    Deakin University
    Diploma In Financial Planning
  • Chartered Accountants Australia And New Zealand
    Chartered Accountants Australia And New Zealand
    Ca Professional Year Programme
  • University Of Melbourne
    University Of Melbourne
    Commerce
  • Horsham High School
    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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.