Investing Made Personal for Welby and the Southern Highlands
In a world full of noise, market hype, and online platforms promising instant results, it’s easy to feel unsure about where to start with investing. That’s why so many locals in Welby and the Southern Highlands choose Jacqui Hunter — a stockbroker and investment adviser who believes in doing things differently.
Jacqui’s approach is simple: honest advice, personal service, and genuine care for her clients’ goals. With more than three decades of experience in the Australian share market, she blends technical expertise with an approachable, down-to-earth style that makes investing feel manageable — even empowering.
Whether you’re managing your own super, building a family portfolio, or just starting, Jacqui helps you invest with purpose and confidence.
Why Welby Clients Rely on Jacqui
Welby might be a small, tight-knit community, but its residents think big when it comes to their financial futures. And Jacqui understands that balance perfectly — local insight combined with national market experience.
Here’s what sets her apart for investors in Welby and nearby towns:
- Personal Connection
Jacqui isn’t a faceless name in a call centre. She’s a real person who takes time to understand your situation and craft an approach that feels right for you. - Clear, Straightforward Communication
No confusing jargon. Jacqui explains everything in plain English so you feel informed, not intimidated. - Local Accessibility
Living and working in the Southern Highlands means Jacqui is part of the community she serves. You can meet her, talk through your goals, and know exactly who’s managing your investments. - Experience You Can Count On
With over 30 years of experience through changing market cycles, Jacqui brings the kind of calm expertise that only time and dedication can deliver. - Ethical, Thoughtful Investing
She calls herself a “broker with a conscience” for good reason. Jacqui helps clients invest responsibly — focusing on sustainable companies and long-term value, not speculation.
For Welby locals, this personal, trustworthy service is what makes Jacqui more than a broker — she’s a true financial partner.
Stockbroking and Investment Services for Welby
Jacqui offers a complete range of stockbroking and investment advisory services, tailored to meet the diverse needs of clients across the Southern Highlands.
Here’s what you can expect when you work with her:
1. Private Client Stockbroking
Jacqui assists clients with share purchases and portfolio management through reliable Australian platforms such as AUSIEX and CMC Markets. Her services include:
- Buying and selling Australian equities
- Creating income and growth portfolios
- Monitoring performance and adjusting strategies
- Providing transparent transaction and reporting support
Whether you’re an experienced investor or just getting started, Jacqui helps you make informed, confident decisions.
2. Investment Planning and Advice
Investing shouldn’t be about guesswork. Jacqui works closely with you to build an investment plan that reflects your goals — whether that’s preparing for retirement, saving for your family, or achieving financial independence.
She helps you understand where to invest, how to manage risk, and how to make your money work smarter, not harder.
3. Self-Managed Super Fund (SMSF) Strategies
For those managing their own super, Jacqui provides hands-on guidance with SMSF portfolios. She ensures your investment structure remains balanced, compliant, and tailored to your long-term retirement goals.
Her SMSF services include:
- Portfolio diversification and asset allocation
- Dividend and income-based strategies
- Regular reviews to maintain performance
- Reporting and record support
Many of Jacqui’s clients in Welby trust her to make the complex world of SMSF investing simpler and more rewarding.
4. Dividend and Income Portfolios
If steady income is your priority, Jacqui specialises in building dividend-focused portfolios made up of reliable, blue-chip Australian companies.
She focuses on shares that provide consistent returns with franked dividends, giving clients peace of mind and predictable income — particularly valuable for retirees and income-seeking investors.
5. Capital Growth and Wealth Preservation
Jacqui helps clients achieve the ideal balance between protecting what they’ve earned and growing their wealth for the future.
Her strategies centre around quality investments, diversification, and long-term focus — not risky short-term trading.
It’s about creating a foundation of financial security that lasts.
6. Portfolio Reviews and Ongoing Support
Once your investments are in place, Jacqui doesn’t disappear. She offers regular reviews to ensure your portfolio remains aligned with your goals and the market environment.
You’ll receive updates, performance reports, and clear explanations of any recommended changes — so you always feel in control.
How Jacqui Works with Welby Investors
Every client relationship begins with a conversation. Jacqui believes that financial advice should start with understanding the person, not just the numbers.
Here’s what working with her looks like:
- Initial Consultation
You’ll sit down with Jacqui to discuss your goals, lifestyle, and what you’d like to achieve financially. - Portfolio Review
If you already have investments, she’ll assess them to identify opportunities and areas for improvement. - Strategy Development
Jacqui crafts a tailored plan that reflects your needs — whether it’s income generation, growth, or a mix of both. - Implementation
Trades and investments are executed through secure, trusted platforms. - Ongoing Communication
She stays in touch, offering updates, advice, and insights to help you stay confident in your decisions.
From start to finish, the experience is personal, transparent, and professional.
Why Local Matters
In today’s digital world, you could easily manage investments online — but that doesn’t mean you should have to do it alone.
Working with a local stockbroker like Jacqui brings real advantages:
- You have someone you can meet and talk to.
- Your adviser understands your community, lifestyle, and values.
- You build a relationship based on trust and accountability.
- You get consistent, reliable support over the years.
For Welby residents, that personal connection makes a world of difference.
Jacqui’s Investment Philosophy
At the heart of Jacqui’s work is a belief that investing should be thoughtful, transparent, and grounded in purpose.
Her philosophy is built on a few simple but powerful principles:
- Invest for the long term. Markets fluctuate, but quality and patience pay off.
- Choose value over hype. True success comes from informed, consistent decisions.
- Keep communication open. Clients deserve clarity, not confusion.
- Focus on people, not portfolios. Behind every investment is a person’s dream — and that matters most.
This approach has helped her clients in Welby and beyond grow their wealth steadily while feeling supported every step of the way.
Who She Works With
Jacqui’s clients come from all walks of life, but they share one thing — the desire for professional guidance they can trust.
She works with:
- Retirees looking to secure a stable income from their investments
- Professionals aiming to grow long-term wealth.
- Families managing multi-generational assets
- First-time investors ready to start their journey
- SMSF trustees needing expert portfolio management
Each client receives the same level of care, communication, and tailored strategy.
Common Questions from Welby Clients
Can I start small?
Yes. Jacqui supports investors at every stage, helping you begin confidently — even with modest investments.
Do you manage SMSFs?
Absolutely. She provides full support for SMSF investment strategies and ongoing management.
Are meetings in person or online?
Both options are available. Jacqui offers flexible appointments to suit your schedule.
Do you recommend specific shares?
She provides tailored advice based on your financial objectives and risk tolerance, focusing on quality Australian companies.
How often will I receive updates?
You’ll receive regular communication and reviews to keep your investments on track.
Why Experience Makes the Difference
In finance, experience isn’t just helpful — it’s essential. Markets move quickly, and having an adviser who’s seen both booms and downturns gives you stability in uncertain times.
Jacqui’s decades of hands-on stockbroking experience mean she’s guided clients through market changes, regulatory shifts, and economic cycles. That steady, informed perspective is what makes her advice so valuable.
For Welby clients, it means you have someone on your side who knows what works — and how to protect your hard-earned wealth.
Building Trust, One Client at a Time
Many of Jacqui’s clients have been with her for years, often referring family and friends along the way. That loyalty speaks volumes about the trust she builds.
Clients often describe her as:
- Approachable and down-to-earth
- Knowledgeable but never pushy
- Clear communication
- Genuinely invested in their success.
When you work with Jacqui, you’re not just hiring a stockbroker — you’re gaining a long-term financial partner.
Serving Welby and Beyond
From her base in the Southern Highlands, Jacqui proudly serves clients in Welby, Bowral, Mittagong, Berrima, and Breamar.
Her clients include locals who appreciate the combination of personal service, trusted advice, and consistent results. Whether you’re new to investing or refining an existing portfolio, she’s here to guide you with honesty and professionalism.
Taking the Next Step
Getting started with investing doesn’t have to be complicated. Whether you’re ready to grow your portfolio or just exploring your options, Jacqui makes the process simple.
She’ll help you understand where you stand financially, what opportunities exist, and how to move forward with confidence.
If you’re in Welby or the Southern Highlands and looking for a stockbroker who truly listens and delivers personalised, professional advice, reach out to Jacqui Hunter today.
With decades of experience, a genuine commitment to her clients, and a passion for helping people achieve financial independence, Jacqui is the local investment adviser you can rely on.
Visit jacquihunter.com.au to arrange a personal consultation or call to start the conversation.
Your investment journey deserves the right guidance — and with Jacqui, you’ll have exactly that.
