We help successful individuals manage their wealth, using the best products services and investments available in the market today.

We call it quality advice with independent thinking.

Why JAS Wealth?

How will JAS Wealth achieve this?

What do we believe?

Boutique wealth management in a family office format

What is JAS Wealth?1. JAS Wealth is a privately owned wealth management firm.2. A boutique without internal sales targets.3. Meeting the need for long term, family office style services.

Client

JAS Wealth

Source the best products, services,

outcomes

What has changed in the industry?

Wealth Management Needs to Evolve1. The Future of Financial Advice (FOFA) legislation has been introduced into

the Corporations Act.2. A ‘best interests’ duty has been introduced and there is a ban on conflicted

remuneration.3. Wealth Management needs to be about quality advice, not sales.

Client

Advisor

Products & transactions

Financial Firm

The Old Product Distribution Model

What is wealth management?

Not just stockbroking and not just financial planning1. You need a multi-skilled advisor who knows the strategy and also understands

investments.2. You can’t operate an advice business based on transactions.3. Sometimes financial strategy is most important, other times investment

selection is most important.

Financial Planning StockbrokingWealth Management

What can JAS Wealth offer me?

An advice business that can grow with your family’s needs

1. Strategic advice relevant to your life stage.2. Different periods require a different focus.3. There is a need for multi-generational wealth advice.

Financial Positioning Stage1. Strategic advice relevant to your life stage.2. Different periods require a different focus.3. There is a need for multi-generational wealth advice.

Wealth Accumulation Stage1. Strategic advice relevant to your life stage.2. Different periods require a different focus.3. There is a need for multi-generational wealth advice.

Retirement Planning Stage1. Strategic advice relevant to your life stage.2. Different periods require a different focus.3. There is a need for multi-generational wealth advice.

Lifestyle Funding Stage1. Strategic advice relevant to your life stage.2. Different periods require a different focus.3. There is a need for multi-generational wealth advice.

An advice business that can bolt on services as required

1. As personal requirements change, so should the advice.2. We can access the best services / products regardless of origin.3. There are no sales targets, just quality, relevant advice.

Super SMSF Portfolio Management

Estate PlanningInsurance

Retirement Planning

MDA Accounts

Investment Structuring

Lifestyle Funding

Inter-generational

wealthThe offering must

match each client’s individual needs

Wealth management is about the big picture1. You need qualified advisors who can see the bigger picture.2. If a waiter at a restaurant only offered you a food menu, without a wine

menu, you wouldn’t be impressed.3. Have the skills, find the gaps, offer solutions.

Have the right tools

Find any gaps

Offer solutions

Wealth Management in 5 Stages

A five stage process of advice1. Start with the financial strategy, the roadmap for decision making.2. Develop a consistent strategy that flows through to investment selection.3. Simple solutions are often the best, others tend to over complicate.

Tactical asset allocation1. 70% of professional fund managers underperform their benchmark index

over 1,3 & 5 years.2. Investment selection is important, but asset allocation is more important.3. Identify when to be ‘in the market’ and when to be ‘out of the market’.

Super SMSF

Wide range of investment options1. Some advisors tend to overcomplicate the investment process2. Simple solutions are often the best.3. Our job is to find solutions to match client needs, not to force fit our

limited offering.

The simplest investments

that meet the needs of clients

How is JAS Wealth structured?

Privately owned boutique with institutional support

1. Offering services to a limited number of clients.2. JAS Wealth is privately owned, hence no sales targets, just quality advice.3. Operate under the AFSL of Securitor, which is owned by Westpac Bank.

ClientJAS Wealth

Securitor (AFSL)

Westpac Bank

Others Wealth Firms

Internal Platform

Internal Product Distribution Arm

Internal Research

Internal Deals

Transaction Focus

JAS Wealth

Market Leading Platforms

What is the best for the client?

Find the best investments

EQR Research Without corporate

links

Privately Owned Drawing on

institutional services

Wealth advisory focus

What do our clients need?

Not what can we sell them

Complete advice Investments, financial

planning, insurance, estate planning

Family Office Service

Intergenerational

Open architecture – find the best products and use them

1. The best technical services team in Australia.2. A team of 16 full time research analysts for investments.3. At the forefront of technology for managing investment assets (internet access,

data feeds to accountants, cloud functionality etc.)

The best research

The best investments

The best technology

Focus on the direct equity capability1. Coverage of the ASX 200 stocks.2. No corporate links so research is about finding the best opportunities.3. Four Australian equity portfolio models, broad coverage of other

investments including ETF’s, LIC’s and Hybrids.

Concentrated Core Concentrated Income Core Income0.00%

2.00%

4.00%

6.00%

8.00%

10.00%

12.00%

14.00%

16.00%

18.00%

1 Year 2 YearSince Inception

This portfolio has outperformed the

index by 15.25% in the last 12 months

*Figures at end of March 2013, inception 1 Nov. 2010, Benchmark is ASX200 Accumulation Index

The future of wealth management

Wealth Management 2.01. A limited number of clients, so we understand their situation fully.2. Provide services that enable a consistency of strategy.3. Simple, holistic advice, targeting the best outcome for clients.

Inter-generational

wealth

Identify

Solve

Evolve Find solutions, don’t force fit products

JAS Wealth is your personal CFO (chief financial officer)

1. We work closely with your other trusted advisors.2. We are just one part of the puzzle.3. Keep the strategy consistent from a wealth perspective.

Accountant

Lawyer

Business Advisors Oth

er Experts

Personal CFO

A different kind of wealth management firm