Guiding Bowral Investors with Confidence and Care

Investing isn’t just about numbers — it’s about trust, timing, and having someone by your side who truly understands your goals. For individuals and families across Bowral and the Southern Highlands, Jacqui Hunter is that trusted professional.

With over 30 years of experience in stockbroking and investment advising, Jacqui has built a reputation for reliability, integrity, and results. Her approach combines the analytical precision of a broker with the empathy of a local adviser — someone who listens, plans, and helps you build a financial strategy that fits your life.

Whether you’re managing your self-managed super fund, building a share portfolio, or seeking consistent income from dividends, Jacqui provides clarity and confidence every step of the way.

Why Bowral Clients Choose Jacqui

Bowral has always been a community that values relationships, quality service, and honest communication — and that’s exactly how Jacqui works. She believes in providing advice that’s as personal as it is professional.

Here’s why so many investors in the Southern Highlands choose her as their stockbroker and adviser:

• Decades of Market Experience
  Jacqui brings over three decades of real-world stockbroking experience, helping clients navigate every kind of market — from steady growth periods to challenging downturns.
  
• Personalised Advice, Not Generic Portfolios
  Every investor’s journey is different. Jacqui tailors strategies to match your goals, lifestyle, and comfort level with risk.
  
• Local Understanding
  Based in the Southern Highlands, she understands the values and priorities of Bowral residents — stability, integrity, and smart long-term thinking.
  
• Transparent Communication
  You’ll never feel left in the dark. Jacqui explains every step clearly, ensuring you know where your money is and why it’s there.
  
• A Relationship-Based Approach
  Her clients aren’t just numbers on a spreadsheet — they’re partners in building lasting financial confidence.
  

This combination of skill and sincerity is what sets Jacqui apart in a world often driven by impersonal advice and quick sales.

Stockbroking and Investment Services for Bowral Clients

Jacqui offers a comprehensive suite of services designed to support both new and experienced investors. Her expertise covers everything from basic share purchases to complex portfolio management.

1. Private Client Stockbroking

Whether you’re buying your first shares or managing a long-term portfolio, Jacqui provides clear guidance on:

• Selecting quality Australian equities
  
• Managing trades efficiently through trusted platforms such as AUSIEX and CMC Markets
  
• Structuring portfolios for growth or income
  
• Monitoring performance and rebalancing when needed
  

Her goal is simple — to help you invest confidently and sustainably.

2. Investment Advice and Planning

A good investment plan isn’t one-size-fits-all. Jacqui works closely with clients to create tailored strategies that reflect their financial objectives, whether it’s retirement planning, saving for education, or wealth accumulation.

Her advice blends practical planning with real market insight, helping clients make informed decisions they can stand by for years.

3. Self-Managed Super Fund (SMSF) Support

Bowral has a strong community of self-managed super investors, and Jacqui specialises in helping them maximise performance while maintaining compliance.

She assists with:

• Portfolio selection for SMSFs
  
• Dividend and income-focused strategies
  
• Tax-aware investing
  
• Ongoing portfolio reviews
  

By combining structure with flexibility, she ensures your SMSF remains a strong vehicle for long-term security.

4. Dividend and Income Portfolios

For many investors, the goal isn’t just growth — it’s consistent income. Jacqui builds dividend-focused portfolios using reliable, blue-chip Australian stocks that deliver steady, franked income streams.

Her focus on quality, sustainability, and consistency helps clients generate regular returns without taking unnecessary risks.

5. Capital Growth and Long-Term Strategy

Markets change — but Jacqui’s approach is grounded in experience and patience. She identifies high-potential companies, emerging sectors, and stable performers to balance risk and reward.

The result is a well-structured portfolio that can adapt with time, keeping you ahead of market shifts while preserving your core investments.

6. Portfolio Reviews and Adjustments

Financial plans aren’t static. Jacqui provides ongoing reviews to ensure your portfolio remains aligned with your goals, market trends, and personal circumstances.

These reviews include:

• Performance evaluation
  
• Risk assessment
  
• Reinvestment opportunities
  
• Transparent reporting
  

Every recommendation is made with one goal in mind — to help you stay financially confident through every market cycle.

How Jacqui Works

When you work with Jacqui, you can expect a clear, structured process that focuses on understanding you first — and your money second.

1. Discovery & Discussion

You start with a friendly conversation about your goals, current situation, and what matters most to you. Jacqui listens carefully to understand your priorities.

2. Review of Existing Holdings

If you already hold shares, ETFs, or managed funds, she reviews performance, cost efficiency, and diversification to see what’s working — and what’s not.

3. Strategy Creation

Based on your preferences and risk appetite, Jacqui develops a personalised investment plan focused on growth, income, or capital protection.

4. Execution

Once agreed, trades are executed through reputable trading platforms. You receive transparent updates and documentation for every step.

5. Ongoing Monitoring

Jacqui continues to track your investments, recommending changes as needed to reflect market trends or evolving personal goals.

It’s professional, straightforward, and designed to give you peace of mind.

The Local Advantage: Why Bowral Investors Benefit

Choosing a local stockbroker means you’re not just another client on a list. Jacqui understands Bowral — its community, lifestyle, and values.

Here’s how that local advantage works for you:

• Accessibility – You can speak directly with your adviser, not a call centre.
  
• Accountability – Her reputation is built right here in the Southern Highlands.
  
• Personalised Support – Meetings can be in person, online, or by phone — whatever works best for you.
  
• Community Connection – Jacqui invests in relationships, not just portfolios.
  

For Bowral residents who prefer a personal touch over corporate distance, Jacqui offers the perfect balance of professionalism and approachability.

Ethical and Responsible Investing

Jacqui’s investment philosophy centres around ethical, long-term thinking. She doesn’t chase trends or short-term speculation. Instead, she helps clients invest in quality companies that demonstrate stability, responsibility, and growth potential.

Her clients often appreciate that she takes their values into account, offering investment choices that align with both financial and ethical goals.

It’s not just about returns — it’s about investing with purpose.

Who Jacqui Works With

Jacqui’s client base is diverse, reflecting the varied community of Bowral and the broader Southern Highlands. She works with:

• Retirees looking for a stable income through dividends
  
• Professionals seeking tax-effective investment structures
  
• Families building long-term wealth for future generations
  
• First-time investors wanting education and guidance
  
• SMSF trustees managing their own super portfolios
  

No matter your age or experience level, Jacqui meets you where you are and helps you move forward confidently.

Common Questions Bowral Investors Ask

Q: I’m new to investing. Can you help me start small?
Absolutely. Jacqui regularly assists first-time investors in building foundational portfolios with clarity and patience.

Q: Do you work with self-managed super funds?
Yes. SMSF investing is one of her specialties — from initial structure to ongoing support.

Q: What types of shares do you recommend?
Typically, Australian blue-chip and income-producing shares are considered, depending on your goals.

Q: How often do you review portfolios?
Reviews are scheduled regularly, but you can request a review any time your situation changes.

Q: Do you offer ethical investment options?
Yes. Many clients choose to incorporate sustainable and socially responsible investments into their portfolios.

The Bowral Community Connection

Being part of the Bowral community isn’t just a business choice for Jacqui — it’s personal. She values the trust and loyalty of her clients, many of whom are local families who’ve been with her for years.

She’s proud to serve a region that values stability, strong relationships, and practical financial advice. Her commitment is to help each client feel supported, understood, and financially empowered.

Why Experience Matters

In an industry that often promises quick wins, Jacqui’s 30+ years of experience set her apart. She’s seen market highs, corrections, and everything in between — and through it all, her calm, methodical approach has guided clients safely through uncertainty.

That’s why so many investors in Bowral describe her as both an adviser and a steady hand — someone they can rely on when markets get unpredictable.

Experience builds confidence. Jacqui brings both.

The Jacqui Hunter Difference

When you choose Jacqui as your stockbroker and investment adviser, you’re not just getting a professional service — you’re gaining a dedicated financial partner.

Her clients describe the difference as:

• Personalised care instead of generic plans
  
• Clarity instead of confusion
  
• Stability instead of speculation
  
• Trust is built over time instead of transactions
  

It’s this genuine, down-to-earth approach that makes Jacqui one of Bowral’s most respected investment advisers.

Investing for the Future

Smart investing isn’t about predicting the future — it’s about preparing for it. Whether you’re planning retirement, funding education, or simply growing your wealth, Jacqui’s goal is to help you make confident, informed decisions that stand the test of time.

Her strategies are designed to:

• Build consistent income streams
  
• Protect your capital
  
• Create sustainable long-term growth
  

Through tailored advice and ongoing support, she helps you turn your financial vision into reality.

What Working with Jacqui Feels Like

Clients often say that working with Jacqui feels comfortable and reassuring. She creates an environment where you can talk openly about your finances, ask questions freely, and feel confident knowing your investments are in capable hands.

She’s professional yet approachable, combining technical expertise with genuine human understanding — the kind of partnership that makes all the difference.

Serving Bowral and the Southern Highlands

From her base in the Southern Highlands, Jacqui proudly serves clients in Bowral, Mittagong, Berrima, Breamar, and beyond. Whether you prefer in-person meetings or digital consultations, she offers the flexibility to suit your lifestyle.

No matter where you are in your financial journey, Jacqui brings the same level of care, attention, and professionalism to every client she serves.

If you’re ready to take control of your financial future, it’s time to speak with Jacqui Hunter — Bowral’s trusted stockbroker and investment adviser.

Whether you’re starting your investment journey, managing your SMSF, or fine-tuning your existing portfolio, Jacqui will guide you with expertise, honesty, and care.

Contact her today via jacquihunter.com.au to arrange a personal consultation and discover how smart, structured investing can help you achieve your goals.

Your financial journey deserves a partner who’s as committed as you are — and that’s exactly what you’ll find with Jacqui.