JM Financial Group

jm financial group is a proudly australian-owned, independent wealth management company based in melbourne, australia. the experienced team provides a range of financial services to private investors, helping clients achieve their financial goals. jm financial group is wholly owned by its managing director, stephen james. the company was established in 1991 to provide tailored wealth creation solutions for wholesale investors. since then it has evolved into a trusted provider of investment management and portfolio administration services to retail and wholesale investors throughout australia and overseas, specialising in shares listed on the australian securities exchange. our clients are in a safe set of hands and benefit from a highly skilled and experienced team of portfolio managers and support staff to ensure reliable day-to-day management and administration of investor accounts. when you invest with jm financial group, you are partnering with a team of respected, experienced professionals with a strong track record of performance and personalised service – it is a duty we take very seriously. clients retain their individual beneficial share ownership when they partner with jmfg, ensuring they retain their independent tax positions, can utilise franking credits, and do not suffer tax consequences if they close their accounts clients are only exposed to their own underlying investments, and are not impacted by the financial health of jmfg or any of its associates.

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