ALL ABOUT SHARES
LET'S CONNECT
Shares and ETFs are part of JM Investments' share advice and execution offering, for experienced investors. Whether that is a portfolio of simple low-cost ETFs, a handpicked stock portfolio, or a mixture of both, you get research-backed model portfolios, trade execution and a real person on the phone. General advice only: it does not take into account your objectives, financial situation or needs.
Research-backed model portfolios of shares and ETFs
Share portfolio execution
Access to global shares, Australian shares, commodities, and government bonds
Access to your portfolio dashboard online 24/7 with the stock portfolio app
Independent of the products we recommend, which means no hidden fees and no product commissions. Brokerage is quoted before you trade, so you always know the cost.
Trade ideas and execution
Passive and active investing
Share Trading
Active trading services are for experienced investors and traders.
Portfolio migration is easy at JM Investments. Make an online appointment to see an adviser, bring a copy of your current portfolio (if Chess Sponsored) or a copy of your holding statements (if Issuer Sponsored) and your adviser will do the rest.
Moving your portfolio will enable you to keep track of all your investments in one place and make it easier for your Adviser and Accountant to assist you.
Moving your portfolio
GET IN TOUCH
Trading analysis and review
Options strategies
Brokerage quoted upfront
Discover the power of compound interest with our investment calculator, and see why Einstein called it the 8th wonder of the world.
See your future investment’s potential, today!
INVESTMENT CALCULATOR
TRY IT OUT
From research-backed model portfolios of shares and ETFs, to active trading ideas and exchange traded options, our offering covers set and forget investors through to full-time traders. Fair, transparent pricing, and a real person on the phone.
WHO DO WE WORK WITH
The Set and Forget Investor
1.
The Dabbler Investor
2.
The Pro Trader
I trade equities and/or options for a living. This service is by application only and reserved for a handful of clients who will get the most out of this service - Apply here!
3.
I want a portfolio built on research rather than hunches. Set it up properly and let me get on with life without keeping me up at night.
I understand the markets and I do my own research. I'm ready to get more serious and strategic, and I want a professional in my corner.
1. Send documents
2. Open an account
3. Start investing
Trade through your own account with research, model portfolios and execution from the JM Investments team.
Upload your ID and a bank statement online. We check them and confirm everything is ready to go.
Its very straightforward and in most cases paperless. You will open your own trading account and bank account (optional).
HEY JON, Whats the process?
JM investments is a Family owned Australian share advisory service that was born from over a decade of experience in the financial and commodity markets. Founder Jon Moses saw a gap in the market between the DIY online broking space lacking personality and advice and the corporate broking houses charging exorbitant, ongoing fees often misaligned with the service provided.
JM Investments’ mission is to provide a straightforward service with fair, honest, and transparent pricing.
JM Investments draws on a number of external research houses for up-to-date research and analysis, as well as model portfolio structures for investors and traders to follow.
GET IN TOUCH
