Personal, Strategy-Led Stockbroking | Braemar & Online AU-Wide

Looking for a down-to-earth Stockbroker Braemar locals trust with their SMSF and ASX investments? Welcome—I’m Jacqui Hunter, and my focus is simple: clear, practical advice that fits your goals, timeline, and comfort with risk. Whether you’re building wealth, fine-tuning your super, or wanting a steady hand through market cycles, you’ll get straight talk, thoughtful strategy, and a service experience that feels personal—because it is.

If you’re based in Braemar, the broader Southern Highlands (Bowral, Mittagong, Moss Vale), or you prefer to meet online from anywhere in Australia, I make the process organised, transparent, and genuinely helpful. No jargon. No pressure. Just calm guidance, good research habits, and ongoing attention to your portfolio so you’re never left wondering what’s next.

Why Choose a Local Stockbroker in Braemar?

When you’re weighing up who to work with, proximity matters more than people think. Being local to Braemar means:

• We can sit down face-to-face for planning sessions.
  
• I understand the pace of life and priorities common across the Highlands—family, lifestyle, and long-term security.
  
• You get prompt, human support—phone, email, Zoom, or a quick coffee to talk through decisions.
  

And if you’re not nearby, no worries. Many clients prefer online meetings and e-signing—easy, secure, and flexible around work and family schedules.

The Benefits of Working With Me

1) Personal, Plain-English Advice

You won’t be drowned in technical terms. I’ll explain the why behind each recommendation so you can make decisions with confidence.

2) Portfolio Clarity

Together we’ll map your goals—wealth building, income focus, capital preservation—and structure investments that match your timeframe and risk comfort. You’ll always know what you own and why you own it.

3) Consistency Through Market Cycles

Markets move. That’s normal. I focus on process, discipline, and informed decision-making so your strategy isn’t at the mercy of every headline.

4) SMSF Support That’s Practical

Self-Managed Super Funds can be powerful when done well. I offer SMSF-friendly portfolio advice and coordination with your accountant or administrator so the moving pieces feel manageable.

5) A Proactive Relationship

You’ll hear from me regularly. Expect updates, check-ins, and timely conversations—especially when markets shift or new opportunities arise.

6) Easy, Flexible Communication

Prefer quick calls? Great. Like recorded summaries after meetings? Done. Want everything in writing for your records? No problem. We’ll work the way you like to work.

Who I Help

• SMSF Trustees who want a clear investment approach on the ASX with steady, ongoing guidance.
  
• Pre-Retirees and Retirees seeking dependable portfolio structures for income and capital stability.
  
• Professionals and Business Owners looking for a time-efficient strategy and execution.
  
• First-Time Investors who want an educational, step-by-step path without the overwhelm.
  
• Experienced Investors who value a second opinion and disciplined portfolio management.
  

Services at a Glance

ASX Advice & Trade Execution

Thoughtful ideas across Australian shares, ETFs, and listed investment vehicles, coupled with timely trade execution and clear notes on the reasoning behind each move.

Portfolio Construction & Reviews

Set up (or tidy up) a portfolio aligned to your goals. We’ll review allocation, diversification, sector balance, and your cash/income needs—then keep it on track with periodic check-ins.

SMSF-Friendly Strategies

Investment recommendations tailored to SMSF objectives and documentation habits. I work neatly with your accountant/administrator so information flows cleanly at year-end.

Income-Focused Investing

If you’re seeking steadier cash flow, we can shape a dividend and distribution strategy while keeping an eye on quality and sustainability.

Transition-to-Retirement Structuring (Investment Side)

Co-ordinated investment advice for clients approaching retirement, with attention to liquidity, tax efficiency (in consultation with your tax professional), and the practicalities of drawing an income.

Research & Education

Short, understandable notes on what’s driving markets, why a company or ETF is on the radar, and how changes may affect your plan. You’ll always feel informed, never talked down to.

Reviews, Rebalances & Ongoing Care

We’ll set a sensible review rhythm—often quarterly or semi-annually—plus additional touchpoints when markets shift or your circumstances change.

Note: I focus on advice and portfolio management. For legal, tax, and SMSF compliance matters, I’ll coordinate with your chosen professionals.

The Process: Simple, Calm, and Organised

1) Intro Chat

A quick call to understand what you’re trying to achieve and how you like to communicate. If we’re a fit, we book a planning session.

2) Strategy Session

We unpack goals, timelines, current holdings, and cash flow requirements. You’ll leave with a directional plan and next steps—clear and documented.

3) Implementation

Once you’re happy with the approach, I handle the set-up: accounts, transfers, and trade execution, guiding you at each step so nothing feels complicated.

4) Reporting & Check-Ins

You’ll receive straightforward updates and easy-to-read summaries. Reviews keep the portfolio aligned to your goals, and we adjust as life evolves.

5) Ongoing Support

Regular contact, timely notes during market moves, and a reliable sounding board when decisions arise.

What Makes My Approach Different

Human First, Systems-Backed

Your circumstances lead; process follows. I combine human judgment with sensible frameworks—watchlists, risk limits, and structured review cycles—so decisions feel both personal and disciplined.

Evidence-Aware, Not Fad-Driven

No chasing shiny objects. The focus is quality, value for risk, and staying invested in a way that suits you—through good times and rough patches.

Right-Sized Diversification

Enough breadth to reduce single-name risk; enough focus to keep oversight practical. We tailor the number of holdings to your portfolio size and oversight preferences.

Liquidity & Transparency

On-market instruments and clear record-keeping help you see exactly where you stand. You’ll always know what changed, why it changed, and how it fits the plan.

Investment Building Blocks We May Use

• Australian Shares (ASX-listed): Core companies across sectors, with an eye on balance sheets, cash flows, and business quality.
  
• Exchange-Traded Funds (ETFs): Diversification made simple—broad market exposure, sector tilts, or specific themes as appropriate.
  
• Listed Investment Companies/Trusts: Where suitable for long-term holdings and income strategies.
  
• Cash & Short-Duration Instruments: For liquidity, opportunity, and managing sequence-of-returns risk.
  

The final mix depends on your goals, risk comfort, and stage of life.

For SMSF Trustees in Braemar

Running an SMSF is a responsibility—investments, documentation, and decisions that affect your retirement. I help by:

• Clarifying your investment strategy and how it aligns with your trust deed and objectives.
  
• Suggesting ASX-listed investments suitable for your plan and time horizon.
  
• Coordinating with your accountant/administrator to streamline the end-of-year.
  
• Maintaining clear records of recommendations, actions, and rationale.
  

You stay in control. My role is to make the work lighter and the decisions clearer.

For Pre-Retirees and Retirees

If your priority is dependable income, reduced volatility, and not having to “babysit” your portfolio, we’ll focus on:

• A blended approach to dividends and distributions.
  
• Sensible cash buffers to handle market dips without stress.
  
• A review cycle that keeps the portfolio aligned with your drawdown needs.
  
• Clear, empathetic communication—especially during choppy markets.
  

For Time-Poor Professionals & Business Owners

You want a robust strategy implemented cleanly with little faff. Expect:

• A streamlined onboarding and digital paperwork.
  
• Concise reporting so you can scan and go.
  
• Fast responses when opportunities arise or decisions are needed.
  
• Thoughtful coordination if you have multiple entities or trusts (with your other advisers looped in as needed).
  

Common Questions (Straight Answers)

Is there a minimum portfolio size?
I work with a range of portfolio sizes. What matters most is that we can build a sensible strategy for your goals. If I’m not the right fit for your situation, I’ll say so and point you in a helpful direction.

How often do we meet?
We’ll agree on a rhythm that suits you—often quarterly or semi-annually, with check-ins around key events. You can reach me anytime for ad-hoc questions.

Do you only advise on ASX-listed investments?
ASX-listed shares and ETFs are the core. If you need something outside that scope, we’ll talk it through and consider whether it suits your plan.

Can you work with my accountant or planner?
Absolutely. Collaboration keeps everything tidy—especially for SMSFs and family groups with multiple entities.

Do you work remotely?
Yes. While I’m a Stockbroker Braemar local, many clients prefer Zoom meetings and e-signing for convenience.

How We Keep Risk in Perspective

Risk can’t be eliminated, but it can be understood and managed:

• We match your time horizon and cash needs to your investment mix.
  
• Diversification reduces exposure to any single company or sector shock.
  
• Reviews and rebalances keep the portfolio aligned as markets and life change.
  
• Clear documentation means you always know what’s happening and why.
  

When markets get noisy, you’ll have a calm, consistent process to lean on.

A Helpful Starting Checklist

1. Clarify your goal: growth, income, or a blend.
   
2. Note your timeframe: when might you need funds?
   
3. Gather current statements: super, SMSF, and personal investments.
   
4. List preferences: communication style, meeting cadence, reporting format.
   
5. Consider cash flow: contributions, withdrawals, or buffers you want to maintain.
   
6. Book an intro call: we’ll map the first steps together.
   

My Commitment to You

• Respect for your time: Meetings that start on time, notes sent promptly, and actions followed through.
  
• Clarity: You’ll know what we’re doing and why, with documentation you can refer back to.
  
• Care: I treat every portfolio as if it were my own family’s future on the line—measured, thoughtful, and never rushed.
  

Why “Stockbroker Braemar” Matters for SEO (And Why You’ll Benefit)

You found this page while searching for Stockbroker Braemar—which means you’re likely looking for a local, approachable professional who can help with SMSF & ASX advice. That’s exactly what I offer. Local focus, national capabilities, and a relationship style that keeps investing in humans.

Ready to Take the Next Step?

If you’re considering an SMSF portfolio tune-up, starting with ASX investing, or wanting a second opinion on your current holdings, I’m here to help.

Get in touch with Jacqui Hunter – Stockbroker Braemar.

• Book a friendly intro call to talk through your goals.
  
• Bring your questions—big or small.
  
• Leave with a practical plan and a clear path forward.
  

When you’re ready, reach out and let’s get started. Calm confidence begins with a conversation.