JMFG believes you should be able to spend more time with your investment adviser. After all, you deserve the chance to ask questions and make better choices.

“We’ve worked hard on our services to maintain our position all these years. It’s why our existing clients refer us to people like you; they know from experience you’ll receive better care.” – Stephen James, Managing Director and Senior Adviser  

You deserve choice: in the type of accounts you choose, your level of involvement and who you work with. Our hiring policies ensure you’ll get to know personable, qualified staff over the years that your investment portfolio is with JMFG. JMFG doesn’t charge by the hour, so your questions are welcomed and you never feel neglected.

Have an adviser you can trust every step of the way.
It’s up to you whether you want to be involved in everyday decision making about your accounts. JMFG embraces your choice by offering:

• Exclusions of specific stocks you identify via our systems.
• Custom-fit portfolios tailored to your income, family or lifestyle needs.
• The privacy you need with Managed Portfolio Service (MPS & MPS+) and Discretionary Portfolio Administration Service (DPAS) accounts to keep your money safer.
• Long-term JMFG advisers who are always there to help you take calculated risks.

JMFG also has a corporate department that provides full service advice for your company over the long-term. Our JM Corporate Advisers can advise on company equity, raise capital or provide ongoing advice to your Board. JM Corporate Advisory will work with you over the long term and not just until the company lists on the ASX to ensure the best outcome for all parties.


We at JMFG are prepared to prove ourselves to you over and over again.