ALL ABOUT SHARES
LET'S CONNECT
It’s time to take the stress and hassle out of growing and protecting your money. With JM Investments by your side, you can gain the understanding needed to start building your nest egg today. Whether that be with a portfolio of simple low-cost ETFs, a handpicked stock portfolio, or a mixture of both you can be assured that you will know which shares to buy and be investing in what aligns most with your goals.
Education and recommendations to build your very own personalised share portfolio
Share portfolio management
Access to Global shares, Australian shares, Commodities, and Government bonds
Access to your portfolio dashboard online 24/7 with the stock portfolio app
Independent licensed financial adviser, we are 100% independent from the products we recommend which means no hidden fees and no biases, we act only in your best interests
Expert guidance whenever you need it
Passive and active investing
Share Trading
It is recommended to book in with an adviser to discuss your goals.
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
Your Trading Psychology
Trading Ideas and execution
Trading analysis and review
Discover the incredible power of compound interest and how it can help you reach your financial goals with our custom investment calculator. See why Einstein called compound interest the 8th wonder of the world.
See your future investment’s potential, today!
INVESTMENT CALCULATOR
TRY IT OUT
We completely get it, the stock market can be an overwhelming experience. It is our mission to provide a personalised approach to your financial future, so that you can rest assured no matter what curveballs life throws at you, you are financially prepared.
WHO DO WE WORK WITH
The Newbie 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’ve never invested in the stock market before - I think I’m ready to pop my stock market cherry!
JM Investments will be there to guide you every step of the way.
I understand the markets and I do my own research - I think I’m ready to get more serious and strategic and I want a professional in my corner.
1. Let's chat
2. Open an account
3. Start investing
It’s time to implement your unique investment plan with the expert guidance of the JM Investments team.
Lets meet via Zoom or phone so I can get to know you, understand your goals, and determine If I am the right fit for you.
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 stock market 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 personalised service with fair, honest, and transparent pricing.
JM investments utilise a vast research team to provide up-to-date research and analysis as well as offer model portfolio structures to follow or adapt to an individual’s own risk and ethical profiling.
GET IN TOUCH
