Your Trusted Financial Partner in the Southern Highlands
When it comes to managing money, investing wisely, and building financial confidence, nothing beats personal, professional advice. And in Bowral, few names carry as much experience and trust as Jacqui Hunter — a respected broker and financial adviser serving clients across the Southern Highlands and beyond.
With more than three decades of experience in stockbroking and investment advice, Jacqui has built her reputation on integrity, clarity, and genuine care for her clients. She’s not here to sell products. She’s here to help you understand your finances, make informed decisions, and take control of your future.
For locals in Bowral, Mittagong, Berrima, Breamar, and the wider region, Jacqui is more than a broker — she’s a partner who helps you navigate every financial stage with confidence.
Why Bowral Locals Choose Jacqui
Bowral has always been a community that values authenticity and reliability, and that’s exactly what Jacqui delivers. Clients across the Southern Highlands appreciate her transparent, relationship-focused approach.
Here’s why so many trust Jacqui Hunter with their investments and financial planning:
- Local Understanding
Jacqui knows Bowral, its people, and its lifestyle. Her advice is grounded in an understanding of local clients — from retirees and professionals to small business owners and families. - Tailored, Personal Advice
Every client’s situation is unique. Jacqui takes time to understand your goals, risk tolerance, and priorities before crafting a strategy that fits you perfectly. - Clear, Straightforward Communication
No jargon, no confusion — just practical advice that helps you understand your options. Jacqui believes good advice should empower, not overwhelm. - Ethical and Conscious Investing
She’s a broker with a conscience. Her focus is always on responsible, sustainable investment decisions that support long-term growth. - Enduring Relationships
Most of Jacqui’s clients have been with her for years — even decades. They appreciate her reliability, consistency, and ongoing support through market highs and lows.
Bowral residents know that real financial advice goes beyond numbers — it’s about trust, care, and expertise.
What Jacqui Offers as a Broker and Adviser
Jacqui’s role is to make the complex world of investing and financial management simple, transparent, and effective.
Here’s what she offers to her clients in Bowral and the surrounding Southern Highlands region:
1. Personal Stockbroking Services
Jacqui manages share portfolios for individuals, couples, and SMSFs through reputable platforms such as AUSIEX and CMC Markets. She helps clients buy, sell, and manage shares with a focus on:
- Australian blue-chip equities
- Dividend-producing investments
- Growth opportunities based on fundamentals
- Transparent transaction management
Every recommendation is based on careful analysis, not speculation.
2. Self-Managed Super Fund (SMSF) Guidance
Many of Jacqui’s clients in Bowral manage their own superannuation through SMSFs. She provides strategic input on:
- Building compliant, diversified share portfolios
- Balancing income and growth for retirement
- Managing contributions and withdrawals effectively
- Keeping track of performance and reporting
Her SMSF clients appreciate the peace of mind that comes from having a professional who understands both the market and the regulations.
3. Investment Planning
Good investing isn’t about luck — it’s about planning. Jacqui helps clients identify short-term goals and long-term aspirations, then builds a portfolio designed to meet both.
Whether you’re saving for retirement, aiming to generate passive income, or diversifying your assets, Jacqui’s guidance helps turn your intentions into action.
4. Capital Preservation and Growth
One of Jacqui’s strengths lies in balancing opportunity and caution. She believes in protecting what you’ve built while seeking smart ways to grow it.
Her strategies emphasise:
- Sensible diversification
- Quality over quantity
- Long-term focus over short-term risk
She helps you make decisions based on knowledge, not emotion — ensuring your wealth works for you at every stage of life.
5. Portfolio Reviews and Adjustments
Markets change, and so should your portfolio. Jacqui conducts regular reviews to keep investments aligned with your goals, risk appetite, and the broader economic environment.
She provides detailed reporting and plain-English explanations so you always understand where your money is and why.
6. Guidance for New Investors
Not everyone in Bowral has years of experience with the share market. That’s okay — Jacqui specialises in helping first-time investors build confidence and start strong.
She takes the time to explain how investing works, how dividends build wealth, and how to make informed choices. No pressure. No gimmicks. Just guidance you can trust.
The Value of Working with a Local Broker
You can trade shares online in seconds these days. But the question is — do you know what you’re buying, why you’re buying it, or how it fits into your goals?
That’s where a local, experienced broker like Jacqui makes all the difference.
Here’s what Bowral clients gain from working with someone local:
- Accessibility
You can actually meet your broker. Jacqui is available for one-on-one meetings, not just email replies. - Community Connection
She understands the Southern Highlands community — and values relationships built on trust and respect. - Continuity
Unlike big institutions that move staff frequently, Jacqui offers consistent, ongoing support from one trusted professional. - Accountability
Her reputation is built locally. You always know who’s handling your investments and how to reach them.
Having someone who knows your region and respects your lifestyle is invaluable — especially when it comes to something as personal as your finances.
Jacqui’s Financial Philosophy
At the heart of Jacqui’s work is a simple philosophy:
Invest with purpose. Communicate clearly. Build trust.
Her approach combines professional rigour with genuine humanity. Clients often describe her as calm, patient, and empathetic — qualities that matter when markets get volatile or when major financial decisions are on the table.
She believes that investing should never feel intimidating. Instead, it should feel empowering — a way to create freedom, stability, and choice.
What to Expect When You Work with Jacqui
Here’s what your experience might look like when you start working with Jacqui in Bowral:
- Initial Chat
You discuss your goals, lifestyle, and priorities. Jacqui listens carefully, without rushing or judging. - Portfolio Assessment
If you already have investments, she reviews your holdings, structure, and performance. - Tailored Strategy
She proposes a plan suited to your needs — whether that’s growth, income, or wealth preservation. - Implementation
Trades and investments are executed through reliable, transparent platforms. - Ongoing Support
You’ll receive updates, reviews, and communication to keep you informed every step of the way.
This process is simple, structured, and stress-free — designed to help you feel confident and in control.
Supporting All Kinds of Clients
Jacqui’s client base across Bowral and the Southern Highlands includes:
- Retirees seeking a stable income
- Families looking to grow long-term wealth.
- Professionals managing superannuation
- Small business owners are diversifying assets.s
- First-time investors learning the ropes.
No matter where you are in your financial journey, Jacqui provides advice that meets you exactly where you are.
Common Financial Questions from Bowral Clients
“Can you help with small share parcels?”
Yes. Jacqui assists clients who want to start small and build gradually over time.
“Do I need to be experienced to invest?”
Not at all. She works with beginners and seasoned investors alike.
“Can you handle my SMSF portfolio?”
Yes, she provides ongoing guidance for self-managed superannuation investors.
“What kind of investments do you recommend?”
She focuses on high-quality Australian equities, income stocks, and reliable growth opportunities.
“How often will I hear from you?”
You can expect clear updates and regular reviews — tailored to how involved you want to be.
The Southern Highlands Advantage
Living and investing in Bowral comes with a unique sense of community. The region attracts professionals, retirees, and families who value lifestyle, security, and long-term thinking — qualities that align perfectly with Jacqui’s investment philosophy.
She understands that her clients aren’t just chasing quick profits. They want stability, security, and sustainable growth that aligns with their life goals.
Whether you’re building retirement income or expanding your wealth, her local insight and national experience make her a trusted choice.
How Jacqui Differs from Large Firms
Working with a local broker like Jacqui means more than convenience — it’s about personal accountability.
While large institutions can be impersonal, Jacqui offers something the big players can’t:
- A real relationship built on trust
- Direct access to your adviser
- Consistent, personal service
- Transparent and ethical communication
- Strategies that align with your real-world lifestyle
Her business thrives not on advertising, but on word of mouth — a testament to how much clients value her honesty and results.
What Clients Say
Many of Jacqui’s long-term clients describe her as approachable, professional, and grounded. They appreciate her ability to simplify complex information and her commitment to their success.
Feedback often includes:
- “She explains everything clearly.”
- “I feel like she genuinely cares about my financial well-being.”
- “It’s nice dealing with someone who lives locally.”
- “I finally understand where my money is going.”
These testimonials reflect the consistent experience Jacqui delivers — one of clarity, trust, and genuine partnership.
Your Journey Starts Here
If you’re in Bowral or the surrounding areas, now is the perfect time to take control of your financial direction. Whether you’re planning for retirement, investing through your SMSF, or simply looking for smart, practical advice, Jacqui is ready to help.
She’ll work alongside you to build confidence, understanding, and progress — all at a pace that suits your life.
Ready to take the next step?
Get in touch with Jacqui Hunter, your trusted broker and financial adviser in Bowral.
You can call her directly, visit her office, or connect through her website at jacquihunter.com.au.
Whether you’re a seasoned investor or taking your first step into the market, Jacqui’s personalised service and local expertise will help you make smart, informed decisions that last.
Your financial future starts here — with advice you can trust and a broker who genuinely cares about your success.
