At JB Global we believe that ongoing full service investment advice involves more than the attention of one single adviser.  JB Global provides tailored advice from your own personal dedicated investment adviser combined with a team of professional investment managers who are looking for opportunities for all clients to ensure your returns are maximised.

Your investment portfolio is based on your individual financial circumstances, and aligned to your financial needs and investment goals.  We give clients back control, ownership and transparency of their investments.

We believe that the interests of the investor and that of the investment adviser need to be correlated.  This is achieved by offering no brokerage or transaction fees when advice is given.  A management fee is charged based on your portfolio balance, thereby ensuring the remuneration of JB Global is aligned to the investment performance provided to the client.

What is the new client process?
To find out more, click here.

Next step to become a client
You will need to complete the Compass Plan.  To find out more, click here.