FAQs

Our tailored approach to wealth management has been designed to allow us to work around you. While some of our clients are looking for a short-term boost to their capital, others are making long-term retirement or legacy plans that span 20 years or more.

When you work with JPM Wealth Management you’ll be working with industry experts. We’ll help guide you through the many different aspects of wealth management and financial planning so you can simply focus on your long-term goals.

We have access to a full spectrum of asset classes and our experts have knowledge and experience of different markets around the world to provide our clients with the best possible investment options.

No, we offer a complimentary financial assessment. This gives you the opportunity to work with us and make sure you’re comfortable before exploring your investment options.

We have options available from $10,000 USD. Our expert advisors will help you create a plan that works around your finances, regardless of your starting point. We advise many high net worth individuals as well as those of modest means.

All of the investment plans offered by JPM Wealth Management are portable, so you can continue planning for your future no matter where you are.

You can invest in USD,GBP & EUR.

As part of our investment service we will regularly reassess your options. As your circumstances, finances or plans change, we’ll help you reconsider the best investment opportunities to help you achieve your revised goals.

When it comes to education fees, the best way is to start saving as soon as possible. We will help you explore your current finances and create a tailored savings plan that will secure your children’s future.

As part of our education planning service, we will assess your plans for your children’s or grandchildren’s future and help calculate the total cost, so that you will know if you are saving enough to cover their fees.

No, our knowledgable experts have years’ of experience working with investments and financial markets. We can tell you all you need to know, so you can concentrate on what matters.

No. We offer a complimentary meeting to all our new clients so you can ensure you’re happy before selecting a plan.

Our education fees plans start as low as $300 pm. Simply let us know about your current financial situation and education fees goals and we will use that information to build your personalised savings plan.

All of our savings plans are portable, so you don’t need to worry if you wish to change location.

You can invest in USD,GBP & EUR.

We monitor your savings plan and provide regular updates to let you know how it is progressing. We’ll also make recommendations as and when required throughout you journey.

Whether you want to retire early or at a standard retirement age, at JPM Wealth Management we work with you to establish your financial situation, future plans and any other factors that will impact on your retirement. This information helps us produce a plan that gives you a clearer idea of when you can retire, but the amount you invest each month will have a big impact on this

To help you plan for your retirement or elsewhere, we’ll ask you to tell us more about your plans for the future, including your retirement goals. We’ll then analyse your financial position and risk profile so we can consider your best options going forward.

Not at all. Our experienced teams specialise in creating retirement plans that involve personalised financial strategies. Our expect advisers understand financial markets and investing so you don’t have to, we take the worry out of your investing

No. We offer a complimentary financial assessment so you can decide if our services are right for you with no risk or obligation.

As with all investments, there is a certain degree of risk associated with investing for your retirement. However, as we assess your individual appetite for risk and tailor your retirement plan to suit the level or risk you are prepared to take. We’ll explain any risks before setting up your plan so you’re fully prepared.

Our clients come to us with a range of financial circumstances and the level of recommended regular contribution is always based on each individual client circumstances, but the minimum monthly contribution is USD$300pm.

Our retirement plans are designed for both Locals and Expats and are completely portable. If you choose to change location, you can take them with you.

You can invest in USD,GBP & EUR.

Your retirement costs are entirely dependent on your plans. As part of our service, JPM Wealth Management will help you establish how much you’ll need for day-to-day living, as well as additional funds you’ll need to achieve any retirement goals.

As you approach retirement it’s likely you’ll need lower-risk investments to preserve the money you have accumulated. As part of our retirement plans service, we will help you review your plan as retirement draws closer.

Your investment choices after retirement will depend on your personal circumstances. We have several options available at and post retirement which allow you to take all your accumulated savings as a lump sum or continue to invest while drawing an income. We would usually recommended a lower risk investment strategy after retirement. We’ll discuss your options with you as part of your JPM Wealth Management retirement plan review

When thinking about the future of your money, you may be considering a long-term investment to increase your legacy. This can involve creating a will or trust, which gives you control over where your money goes. As part of your retirement plan, our experts can help you consider your legacy options.

Reviewing your portfolio is crucial to ensuring your money is always working hard. Investment opportunities will fluctuate and markets will change, so it’s important to keep your money in the right place so you can make the most of these changes.

The right mix of sectors and asset allocation will differ from person to person. We’ll consider your finances, your plans and your timeline, as well as your ideal risk level – these factors will influence the sectors and allocation we recommend.

Nothing at all. Our experts have years of experience and knowledge of the financial markets, so they can guide your investments and answer your questions.

We offer a complimentary initial meeting so we can ensure you’re comfortable and happy before you move forwards.

We have options available for $10,000 upwards. Simply let us know about your finances and plans for the future and we’ll find the right plan for you.

Our investment plans are portable, so you can take your plan with you if you choose to move.

You can invest in USD,GBP & EUR.

You’ll have online access to your investment portfolio as well ongoing regular review with us, so you can feel confident that your portfolio is working hard for you.

There are many great savings opportunities available. At JPM Wealth Management, we work hard to find the right options for our clients by learning about your current situation and your goals. We then use this information to create your personalised savings plan that will help you save as much as you are able to on an ongoing basis.

We don’t have a set timeframe for our savings plans. Instead, we’ll discuss and work out a time frame suitable to your circumstances.

Not at all. We focus on creating simple, easy-to-follow savings plans based on our own knowledge of financial markets and investing, so all you need to do is look to the future and we take care of the rest.

Your initial meeting with JPM Wealth Management will be complimentary. We believe this makes it easier for you to assess our suitability without any pressure.

We have savings plans starting at $300 pm. However, the amount suitable for your own goals and circumstances will be different to the next person, so we create a bespoke plan based on your personal finances.

All our savings plans are portable, so if you decide you wish to relocate you can simply take it with you.

You can invest in USD,GBP & EUR.

As part of our service, we will regularly review your savings plan to ensure it is still working as efficiently as possible. If we feel changes need to be made or you choose to modify your priorities, our experts will make the alterations as soon as possible.