Frequently Asked Questions (FAQ’s)
General Information
Answers to common questions about JEPS Management, our services, and account support.
| What is investment and wealth management? | Wealth management is a consultative service tailored to meet the unique needs of clients, helping them grow their wealth in alignment with their age, financial goals, and aspirations. |
| Who can benefit from wealth management? | We specialize in working with individuals, families, corporations and major institutions, typically holding between $50,000 and $100M in assets. |
| What are the benefits of professional wealth management? | Engaging the services of a wealth management company can lead to many benefits including; a sensible and strategic investment strategy that is suited to you and your needs, clarity around your goals and how to plan your finances accordingly, efficient planning around the constantly changing tax rules and regulations and the ongoing support and guidance through the journey of life. |
| Do I have to pay for an initial consultation? | No, we are happy to absorb the cost of an initial consultation so we can get to know you and establish whether we will be the right wealth management firm for you. |
| Are JEPS Management wealth managers qualified? | All of our financial planners are fully qualified to give financial advice. We also Recognise the value of continuing to develop our knowledge, which is why all of our financial planners have achieved further qualifications or are in the process of working towards them. |
| Will I always deal with the same wealth management adviser? | We believe building a long-term relationship with your adviser is key to providing the most effective advice. However, as a large firm with numerous analysts, advisers, and department heads, you may work with multiple advisers depending on your portfolio needs. |
| Are JEPS Management independent financial advisers? | Yes, we are fully independent and not tied to any fund manager, platform, product, or provider. This allows us to search the entire market to find the best solutions tailored to our clients’ needs. |
| What is tax-efficient investing? | Tax-efficient investing refers to the practice of taking the impact of taxes into consideration when making investment decisions. For instance, reviewing a portfolio for tax-loss harvesting opportunities or considering the tax status of an account before withdrawing money from it are examples of tax-efficient investing practices. |
| What is tax-loss harvesting? | Tax-loss harvesting is a way to reduce the taxes associated with capital gains. |
| What strategies can be used to reduce the taxes on investments? | Depending on your personal situation, there are a number of ways to potentially reduce or defer the taxes you pay on your investments. These can include finding ways to reduce or defer income, capital gains, and estate taxes. |
INVESTMENT FINDER
Our range of investment solutions.
We understand that each client has unique financial aspirations, which is why we offer a comprehensive range of investments.
Private Equity
Private equity enables investors to access privately held companies with strong growth, innovation, and long-term value potential. Investors benefit from opportunities driven by strategic change, industry disruption, and sustained operational improvement.
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Managed funds
Our managed funds take a disciplined approach to growing your wealth. We combine customised investment strategies with expert oversight. Each fund is structured to balance opportunity and risk, giving access to diverse markets while focusing on long-term value.
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Fixed Income & Bonds
We create tailored fixed-income portfolios that prioritise stability, steady returns, and prudent risk management. By choosing quality bonds and other fixed-income investments from a range of issuers and markets, we work to protect your capital and provide consistent income.
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Mutual Funds & ETFs
We select top mutual and exchange-traded funds (ETFs) with strong growth potential to provide diversified global exposure. This helps investors access quality opportunities while maintaining portfolio balance and transparency.
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Digital Assets
We offer expert guidance on cryptocurrency and blockchain investments, helping you capitalise on digital trends and diversify your portfolio. Our informed approach positions your portfolio to benefit from digital opportunities and long-term value.
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Stocks & Shares
Experience expert guidance and refined portfolio strategies as we help you build a resilient, diversified equities portfolio. We blend in-depth market research, active management, and disciplined asset selection to reduce risk and pursue outperformance relative to traditional index benchmarks.
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Frequently Asked Questions (FAQ’s)
Portfolio and Account Management
| What are your fees? | Our fees vary depending on the services used, the investments held, and the overall size and complexity of your portfolio. |
| What is the minimum to open an account? | In most cases, the minimum amount to open an account starts at $10,000. |
| I already have existing investments, can you review them? | We are happy to review existing investments and provide a no-cost, no-obligation second opinion based on your current holdings, goals, and future plans. |
| Can you manage my existing investments? | Yes. We can review and manage existing investments, tailoring recommendations to your circumstances rather than using a one-size-fits-all approach. |
| How do I open an account? | You can begin the process online in just a few minutes, although approval may take one to two business days. |
| Who decides what investments go in my portfolio? | You can work with your account manager to shape asset allocation and investment selection, or choose from portfolio options designed for different risk profiles. |
| Can I decide what assets to invest in? | Yes. Depending on the service you choose, you can take an active role or rely more heavily on guided portfolio management. |
| What are your fees and charges for advice? | We generally do not separate advice into a standalone fee; charges are usually linked to the investments, portfolios, or funds being managed. |
| What are managed funds? | Managed funds pool investor capital into a diversified portfolio of assets such as equities, bonds, and other securities, with professional managers making day-to-day investment decisions. |
| How do managed funds work? | When you invest in a managed fund, you buy units or shares whose value changes with the underlying assets. The portfolio manager selects investments, monitors markets, and adjusts the fund in line with its strategy. |
Our Values
Fully invested in our clients’ success.
Integrity
- We say what we mean, and we do what we say. We are honest with our clients, colleagues, partners, and ourselves.
- We keep our word and deliver on our promises.
- We put the best interests of our firm and clients ahead of ourselves.
- We tell the truth and deal with bad news as promptly and openly as good news.
- We always do the right thing. And then the right things happen.
Innovation
- We always think about what’s next and win by relentlessly innovating. We never stop getting better.
- We understand our product, take pride in our craft, and spend time doing things right and with care—no shortcuts and no compromises.
- We never stop asking questions or learning from our clients and each other.
- We work hard and smart. We know there is always a better way, and we don’t rest until we find it.
Clients
- We are obsessed with going above and beyond for our clients every day.
- We understand our clients’ businesses better than anyone and are never afraid to ask our clients “Why?” We use that level of understanding to create products and services that continuously improve their performance.
- We solicit, value, and listen to all our clients’ ideas and feedback.
Collaboration
- We solve complex problems for our clients, which is only possible when we pool our talents.
- We know our goals are achieved through teamwork. We Recognise and prize our teammates’ strengths and work together to meet challenges.
- We leave our egos at the door and let the best ideas win.
- We compete and win as one – One EMC Securities Pty Ltd.
Ownership
- We are collectively and individually responsible for creating value for our clients and our firm. We are both the first and the last line of Defence.
- We don’t wait for our teammates to ask for help. We are proactive when we see an opportunity to contribute.
- We hold ourselves accountable and constantly raise our standards. When we see a problem, we take it on and then own the solution.
Passion
- We are driven by our ambition to transform our industry and lead change which fuels personal pride in our work and our brand.
- We care deeply about our clients and each other.
- We are always hungry to learn more, innovate, and uphold our high standards.
This website is intended for use by professional clients, eligible counterparties, or investors who are permitted to receive such information under applicable laws and regulations in their jurisdiction. It is the responsibility of each user to ensure that accessing this website and its services is permitted under the laws of their country of residence.
JEPS Management is a trading name used by JEPS MGT PTY LTD and its subsidiaries and affiliates globally. Securities, financial advisery, and other investment services are provided by entities affiliated with JEPS MGT PTY LTD. JEPS MGT PTY LTD is an international business company incorporated in Australia. Australian Financial Services License (AFSL) number 509274, Office Address: 55 Brisbane St, Surry Hills, NSW 2010
JEPS MGT PTY LTD does not represent or warrant that the information provided is accurate, complete, or up to date. Any reliance placed on such information is strictly at your own risk. Investments carry inherent risk, including the potential loss of capital, and past performance is not indicative of future results.
Important Information
JEPS MGT PTY LTD (ABN 16 166 825 850) | AFSL 509274 | Australia
Institutional Office: 55 Brisbane St, Surry Hills, NSW 2010. Australia
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