John Bodie, Partner

JBWere

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JBWere are a Private Wealth advisory  firm that provide financial advice to a range of clients from family business and trust clients to not for profit, local authority and other institutions.

What would you consider are your areas of expertise?

 

Financial advisory, investment strategy and planning. Listed markets and portfolio strategy.

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How long have you been working with family businesses?

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Up to 20 years with some families in terms of wealth advisory and intergenerational wealth transfer strategies.

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What is one of the most common mistakes you see in family businesses?
 

Not beginning the planning early enough or not at all in terms of transfer of wealth advice and succession planning.

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What is your “uh ha” moment with your clients? When they realise…

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The thanks you receive from clients when they realise the plan that has been worked on starts to unfold. Meeting second generation family members and being able to begin the process of education around investment planning and concepts and styles of investing into listed markets.

 

What gets you up in the morning (inspiration/motivation)?

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Continual change in terms of markets and macro economic factors, continual learning.

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What is the key benefit of your FBNZ membership?

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The network that you can access. The learnings from further study. The FBANZ Advisor Accreditation through the University of Adelaide provided the background, tools and processes for in depth analysis in Family business, issues and opportunities..​

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For more information about starting FBANZ's Advisor Accreditation you can view the dates of our next Advising Business Families Part 1  - here.

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