Share portfolio management
History shows that, while volatile in the short to medium term, over the long term shares can be a great way to preserve and create wealth. But you need to know what you are doing so that you can manage the volatility. What’s more the share market can also be complex, and simply managing your share portfolio can be a time-consuming and expensive process.
Our services include comprehensive share portfolio management services. We help you with all aspects of your share portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your appetite for risk, to managing things like franking credits and your participation in share buy-backs and the like. We use economies of scale to add value to your portfolio and our service means you are never ‘on your own’ when it comes to share investing.
Professional share portfolio management can make all the difference to the success of your investment. So, talk to us today about how we can help you get the most out of your share investments.
John Frederick Jones
Director and Financial Planner
Having been in the financial services industry for over 41 years, John has had the pleasure of helping clients through all stages of their adult lives.
Helping and encouraging retired clients to spend, some of the funds they have saved over the years - to enjoy while their health allows, is one of the most rewarding experiences an adviser can have.
Even after so many years in the business, John still gets a real thrill out of:
- Helping a new client establish their goals and to begin to feel the empowerment as they take control of their future.
- Seeing the relief on the faces of a young family as they find security in their Family Protection Plan.
- Walking with clients as they juggle the pressures of work / the business, family debt and the desire to create wealth and showing them there’s light at the end of the tunnel.
- Sharing the joy of clients approaching retirement as they realise that they can achieve sufficient funds to retire when they want to, and still enjoy their desired lifestyle.
- Caring when a newly-single Mum can see how she can provide for the family, achieve her financial goals and remain independent if she wishes.
- Encouraging retirees that they can go on that trip of a lifetime without jeopardising their future desired lifestyle.
Helping clients find Peace of Mind is just as important as helping clients manage their resources effectively, according to John.
John is a student of life and always endeavours to help others as much as possible. Thus he is a Certified Financial Planner (CFP) holding the Diploma of Financial Planning; a registered financial tax adviser, qualified SMSF adviser, holds a NSW Teachers Certificate, and is a Chartered Insurance Agency Manager.
He also holds and values his membership with:
- Financial Planning Association (FPA)
- Association of Financial Advisers (Fellow)
- Appin Chamber of Commerce (Ex Board)
- Appin Mens Shed (Ex Board)
- Bulli Community Centre (Board)
- Bulli Woonona Mens Shed (Board)
John enjoys his life and really enjoys helping others create a better life for themselves.
John Frederick Jones is an authorised representative (244943) of Bluewater Financial Advisors Pty Ltd (AFSL 411846).
Contact Us
Relevant Articles...
Balancing Property and Dividend Investing
As Australia steps into 2025, there's a careful sense of hope about the economy. Last year was tough, with slow growth and high prices, but things are looking up. Economic growth is forecast to improve, supported by easing interest rates, stabilising inflation, and rising household incomes. However, challenges such as cost-of-living pressures and labour market uncertainties remain in play. For investors, this presents unique opportunities in the property and dividend markets.
Is It Really ‘Set and Forget’? A Guide to ETFs
You've heard the buzz about passive investing, especially through ETFs, and you're keen to explore how it could work for you. It's often pitched as an easier route to growing your wealth, but how exactly do you get going, and what should you watch out for? Let's look a little deeper.
The Impact of Trump’s Second Term on Australia
Donald Trump has officially been sworn in as the 47th President of the United States, marking the start of his second, non-consecutive term. His return to the Oval Office has already brought a flurry of executive orders and policy announcements, many of which echo his "America First" agenda from his first term. Whether you agree with his politics or not, one thing is clear: Trump's leadership often brings significant changes, and this time is no different. Let’s explore what this might mean for Australian investors and financial planning.
What is Risk, Really?
We recently engaged with an insightful video presentation by Howard Marks, author of The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor. He emphasises that risk is not just about volatility but the probability of loss. Marks highlights the many forms of risk, such as missing opportunities or being forced to sell at a low point, and provides key points on understanding and managing risk wisely. His counterintuitive insights, like how an asset’s price drop can make it less risky, are particularly thought-provoking.