It all starts with you

 

JCIC image of a woman holding a sparkler during an evening celebration of her

When you choose to invest with JCIC, you’re making an important choice and we recognise that. We’ve designed JCIC to make your client experience easy and straightforward, customised to your specific needs, keeping your individual goals and objectives at the centre of our focus. As a JCIC client, you’ll be assigned a personal Client Relationship Manager who will be your main point of contact for all your investment and financial planning needs. 

 
  • JCIC retired couple reviewing their portfolio remotely while vacationing in a quaint European town

    We’re just a phone call, email, or click away

    Our size and structure allow us to be highly customer-centric and responsive. Whether it’s a phone call, an email, or a face-to-face meeting, your Client Relationship Manager will be focused on providing the right information, insights, and context, helping you make the best decisions.

  • JCIC adult son and his father share advice during a jog

    Hands on leadership

    Unlike many other investment firms, our senior leadership team have every day, client-facing responsibilities, from investment meetings to hands-on daily portfolio management. And, with our investments in the same portfolios as our clients, we are as focused on performance as you are.

  • JCIC adult couple kayaking

    Employee owned. It makes a difference.

    Say ‘good-bye’ to unnecessary bureaucracy. An important underpinning of our company’s 25-year success is the fact we are owned by employees. We are deeply invested in the business, its successes, and its on-going reputation.

JCIC image of a woman embracing her elderly mother during on hike through the autumn colours

Making investing easier 

We’ve designed every step of your on-boarding to be easy and straightforward, taking the burden and complexity out of the process. We start with getting to know you and finish with a detailed, personalised plan of action. 

1

It starts with
your dream 

Meeting with your
Financial Planner and Client
Relationship Manager, your
initial consultations focus on
understanding your current
financial position, exploring
where you want to go,
and determining the right
path for getting there. 

2

A plan made
just for you  

With a strong understanding
of your financial situation,
we present customised financial
planning recommendations
that include perspectives on
cash flow management,
tax strategies, estate planning,
and savings goals. 

3

Your investment
proposal

A core output of the
financial planning exercise is an
in-depth investment proposal,
outlining a personalised
investment strategy and
identifying the best
JCIC Portfolios to help you
achieve your goals.

4

Living your
dream

We take care of all details
setting up your account.
From co-ordinating the transfer
of assets to setting up your
investments, we look after the
paperwork so you can
focus on what’s important:
living a good life. 

It is easy to book your first, no-commitment conversation with a financial planner. This is your opportunity to ask questions and collect information relevant to your specific situation.

We can talk on the phone or via video chat, whichever you prefer.