Foundations
JR Wealth Management is the investment advisory arm of Johnston Rorke.
JR Wealth Management provides independent and personalised investment advisory, financial planning and investment management and administration services to private clients, family groups, corporate and personal superannuation funds and not-for-profit organisations.
As a holder of an Australian Financial Services Licence, we are authorised to provide advice on a broad range of asset classes, financial products, and securities including listed securities, managed investment schemes (including managed funds), deposit products, debentures and bonds, derivatives, life products, retirement savings and superannuation products.
Further we can call ourselves independent advisors because we:
- Hold our own Australian Financial Services Licence
- are not owned by or associated with any provider of financial products
- are a fee only practice - we do not retain any commissions
- utilise in-house independent researchers
All of our advisors are very experienced in financial markets and hold relevant industry qualifications specialising in applied finance and investment.
JR Wealth Management utilises the research team of our affiliate, Pitcher Partner Investment Services together with a panel of five well recognised stock broking firms.
Our affiliates' full-time in-house research team brings a depth of market experience and the highest level of technical and analytical skill to bear, that is utilised by our advisors in selecting and monitoring client investments.
Our focus remains exclusively on meeting your investment and financial planning needs.