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Headquartered in New South Wales, Australia, JEPS Management helps both Australian and New Zealand clients pursue their financial ambitions offering clients a financial platform designed to make wealth-building smarter, simpler, and more accessible for every investor.
We provide data-driven insights and personalised guidance to support every stage of your journey, so you can manage money with confidence and build the future you want.
Building long-term wealth
Empowering confident decisions
We deliver clear, actionable investment strategies and financial guidance uniquely tailored to each client’s stage of wealth creation, helping clients make informed decisions at every step.
Tailored solutions
Through deep market insight, disciplined management, and a client-first approach, we deliver investment solutions that reflect your unique goals.
Global perspective
Our international presence helps us identify worldwide opportunities while maintaining local relevance.
Lasting relationships
We build enduring relationships through responsive, tailored service and solutions that reflect your unique priorities.
Long-term commitment
Our disciplined process and consistent approach reinforce our dedication to achieving stable results.
Active oversight
With proprietary strategies and attentive monitoring, we keep your investments aligned to your objectives as markets evolve, offering adaptive solutions tailored to your unique financial goals.
Comprehensive guidance
Our team provides personalised advice on cash flow, retirement, and tax efficiency, aligning every recommendation to your evolving goals for a truly integrated financial strategy.
Straightforward Experience
Three simple steps to smarter investing
We believe investing should be a clear and straightforward experience. Choose your account, add money or transfer from another provider, then start investing for your future. We’ll be by your side every step of the way. Â
Choose and open your account: With a range of investment accounts, find the one that suits you.
Add money or transfer investments: With your account open, you can add money in a way that works best for you.
Start investing: Choose from a wide range of investments including Australian and international shares, funds, ETFs and bonds.
INVESTMENT PLATFORM
All your investments in one place
Manage all your investments in one place, providing a unified view of your entire financial portfolio.
Private Equity
Mutual Funds & ETFs
Managed funds
Mutual Funds & ETFs
Private Equity
Managed funds
Our Values
Fully invested in our clients’ success.
Integrity
- We say what we mean, and we do what we say. We are honest with our clients, colleagues, partners, and ourselves.
- We keep our word and deliver on our promises.
- We put the best interests of our firm and clients ahead of ourselves.
- We tell the truth and deal with bad news as promptly and openly as good news.
- We always do the right thing. And then the right things happen.
Innovation
- We always think about what’s next and win by relentlessly innovating. We never stop getting better.
- We understand our product, take pride in our craft, and spend time doing things right and with care—no shortcuts and no compromises.
- We never stop asking questions or learning from our clients and each other.
- We work hard and smart. We know there is always a better way, and we don’t rest until we find it.
Clients
- We are obsessed with going above and beyond for our clients every day.
- We understand our clients’ businesses better than anyone and are never afraid to ask our clients “Why?” We use that level of understanding to create products and services that continuously improve their performance.
- We solicit, value, and listen to all our clients’ ideas and feedback.
Collaboration
- We solve complex problems for our clients, which is only possible when we pool our talents.
- We know our goals are achieved through teamwork. We Recognise and prize our teammates’ strengths and work together to meet challenges.
- We leave our egos at the door and let the best ideas win.
- We compete and win as one – One JEPS Management Pty Ltd.
Ownership
- We are collectively and individually responsible for creating value for our clients and our firm. We are both the first and the last line of Defence.
- We don’t wait for our teammates to ask for help. We are proactive when we see an opportunity to contribute.
- We hold ourselves accountable and constantly raise our standards. When we see a problem, we take it on and then own the solution.
Passion
- We are driven by our ambition to transform our industry and lead change which fuels personal pride in our work and our brand.
- We care deeply about our clients and each other.
- We are always hungry to learn more, innovate, and uphold our high standards.
Statistics
Strength in numbers.
800+
CLIENT ACCOUNTS
100
EMPLOYEES
1.5+
BILLION DOLLARS
This website is intended for use by professional clients, eligible counterparties, or investors who are permitted to receive such information under applicable laws and regulations in their jurisdiction. It is the responsibility of each user to ensure that accessing this website and its services is permitted under the laws of their country of residence.
JEPS Management is a trading name used by JEPS MGT PTY LTD and its subsidiaries and affiliates globally. Securities, financial advisery, and other investment services are provided by entities affiliated with JEPS MGT PTY LTD. JEPS MGT PTY LTD is an international business company incorporated in Australia. Australian Financial Services License (AFSL) number 509274, Registered Office: St Ives NSW 2075
JEPS MGT PTY LTD does not represent or warrant that the information provided is accurate, complete, or up to date. Any reliance placed on such information is strictly at your own risk. Investments carry inherent risk, including the potential loss of capital, and past performance is not indicative of future results.
Important Information
JEPS MGT PTY LTD (ABN 16 166 825 850) | AFSL 509274 | Australia
Institutional Office: 55 Brisbane St, Surry Hills, NSW 2010. Australia
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