From “Where Do I Start?” to “I’ve Got a Strategy.”
Build, manage, and refine an ASX portfolio you understand and trust.
Looking for a friendly, straight-talking Stockbroker in Welby who’ll keep things simple and focused on what matters to you? Welcome to Jacqui Hunter Advisory. We help individuals, families, SMSF trustees, and business owners across the Southern Highlands—especially Welby, Mittagong, Bowral, and Moss Vale—plan, build, and manage sensible share portfolios without the fuss. Our approach is practical, easy to follow, and centred on long-term results rather than short-term noise.
Investing doesn’t need to feel overwhelming. With the right guidance, it can be calm, structured, and surprisingly straightforward. We take the time to understand your goals, explain your options in plain English, and craft a strategy you feel confident about. Whether you’re brand new to the ASX or you’ve been investing for years, we’ll help you make smart, well-timed decisions that align with your life.
Why locals in Welby choose us
We’re local and accessible. The pace and priorities of the Southern Highlands are different to the city. We get it. If you prefer a quick phone chat, a coffee catch-up, or a video call between school drop-off and work, we’ll meet you where you are. You’ll always know who you’re speaking with, and you won’t be bounced around a call centre.
Clarity over jargon. Markets can be noisy. We turn complexity into clarity so you can act with confidence. We’ll explain the “what” and the “why” behind every recommendation and keep the conversation grounded in your goals.
Personalised, not cookie-cutter. Your investments should fit you—your timeframe, your appetite for risk, your income needs, and your plans for the future. We build portfolios with purpose and monitor them with discipline.
Calm guidance through market cycles. There will be ups and downs. We help you stay the course, rebalance with care, and avoid knee-jerk reactions that can derail a good strategy.
Who we help
- First-time investors looking for a solid start without the mistakes and guesswork.
- Busy professionals want a clearly defined plan and proactive management.
- Families building generational wealth and planning for education, property, or milestones.
- SMSF trustees are seeking a steady, tax-aware portfolio aligned with the fund’s investment strategy.
- Pre-retirees and retirees aiming for a reliable income and sensible risk control.
- Small business owners are diversifying outside their business and putting surplus cash to work.
Wherever you are on the journey, we’ll meet you there—no judgement, just practical steps forward.
What a stockbroker does (and how we do it in Welby)
A good Stockbroker in Welby brings structure, strategy, and steady execution to your investing. Here’s our end-to-end process:
1) A proper chat about your goals
We start with what matters to you: the outcomes you want, your timeframe, your comfort with risk, and what “success” looks like in everyday terms. From there, we define clear objectives and prioritise them.
2) Strategy you can explain back
If you can’t explain your strategy, it’s probably too complex. We design a plan you can summarise in a sentence or two—so decisions become easier and progress is easier to measure.
3) Portfolio construction with purpose
Your portfolio can include Australian shares (ASX-listed), listed investment vehicles, and selective exposures as appropriate. We focus on quality, diversification across sectors and styles, and position sizing that reflects your goals—growth, income, or a combination.
4) Straightforward research and recommendations
Instead of burying you in reports, we distil the essentials: what we’re buying or selling, why it fits, what role it plays, and the key risks to watch. You’ll always have context.
5) Trade execution and corporate actions
We execute with care, keep you informed, and manage corporate actions like dividends, offers, and restructures. The admin is handled, and you stay in the loop.
6) Ongoing monitoring and risk management
Good portfolios evolve. We review holdings, rebalance when required, and highlight adjustments worth considering—always with your plan front and centre.
7) Tax-aware investing (in plain English)
After-tax outcomes matter. We invest with that in mind and can liaise with your accountant to keep everything aligned—no silos, no surprises.
8) Reporting you’ll actually read
We provide clear reporting and periodic reviews, so you always know what you own, why you own it, and how it’s tracking.
Our investment philosophy
Long-term lens. Short-term headlines can tempt poor decisions. We keep your eyes on durable drivers of return and your personal goals.
Quality at the core. We favour strong balance sheets, resilient cash flows, and sensible management. Quality tends to hold up better through cycles.
Diversification with intent. We spread risk across sectors and styles, but never “collect” holdings for the sake of it. Each position must earn its place.
Process beats prediction. Disciplined rebalancing, position sizing, and risk controls matter more than trying to guess the next headline.
Simplicity over complexity. Simple doesn’t mean basic; it means understandable and manageable—key ingredients for sticking with your plan.
Services tailored for Welby investors
Personalised portfolio management
From design to day-to-day oversight, we tailor portfolios for growth, income, or a balanced mix. After we set your direction, we keep the ship steady and make course corrections when needed.
SMSF portfolio guidance
Trustees carry responsibilities. We help shape an investment approach consistent with your SMSF strategy and coordinate with your accountant or administrator for smoother year-end processes from the investment side.
Regular reviews and clear next steps
We’ll review at agreed intervals, talk through performance, and decide on sensible adjustments. No surprises—just collaborative, well-explained decisions.
Values-aligned investing
If you’d like your investments to reflect certain values or sustainability considerations, we can incorporate that lens while still focusing on risk, return, and diversification.
Education for newer investors
If you’re getting started, we’ll help you build confidence with a learning-by-doing approach. You’ll understand the basics, the terms, and the trade-offs—without being overwhelmed.
Coordination with your professional team
Investments don’t live in a vacuum. We can liaise with your accountant and, when relevant, other advisers so that tax planning, estate planning, and investing all pull in the same direction.
Life in Welby: practical investing that fits your routine
Welby locals are busy—commuting, running businesses, wrangling family life, and enjoying the Highlands. You may not want to spend evenings reading market reports, and that’s fine. We’ll keep you informed in a way that suits you: a quick call, a concise email, or a face-to-face chat when you have time. Expect proactive updates when something is important and calm guidance when markets wobble.
A simple roadmap: how we work together
- Say hello
Reach out and tell us what you want your money to do—build a nest egg, create income, or balance both. - Discovery & direction
We clarify goals, outline options, and agree on a strategy that’s right for you. - Build the portfolio
We construct your portfolio with quality exposures and explain the “why” for each holding. - Implement & monitor
We execute trades, manage the admin, and keep watch. You get clarity and calm. - Review & refine
Markets change, and life evolves. We review regularly so your portfolio stays aligned with your plans.
What you can expect from Jacqui Hunter Advisory
- Plain English. No jargon or waffle—just clear reasoning and practical steps.
- Prompt responses. If you want to chat, we’re available and responsive.
- Proactive communication. We’ll flag opportunities or issues early.
- Transparency. You’ll always know what’s happening and why.
- Steady temperament. When headlines get loud, we keep things measured and on plan.
FAQs: Stockbroker Welby
Do you only work with clients in Welby?
We proudly support Welby and the broader Southern Highlands, but we also work with clients across NSW and interstate. Calls and video meetings make it simple, and we’re happy to meet in person when it suits.
Is this suitable for beginners?
Absolutely. We love helping new investors start strong—clear steps, sensible diversification, and ongoing education as you build confidence.
Can you help manage my SMSF’s share portfolio?
Yes. We can assist with portfolio design and ongoing management aligned with your fund’s investment strategy, and we’ll coordinate with your accountant on the investment side of the ledger.
How often will I hear from you?
Regularly, and more often if conditions change. We agree on the cadence up front, then stay proactive.
Do I need a large amount to get started?
Everyone’s situation is different. Let’s talk about your goals and outline a practical way forward from where you are now.
What happens when markets get volatile?
Volatility is part of investing. We manage risk with diversification, quality, sizing, and rebalancing—and we help you stay focused on the plan rather than the noise.
Common pitfalls we help you avoid
- Chasing the latest headline. Exciting stories can be distracting. We anchor decisions to your plan.
- Over-concentration. Too much in one sector or style can hurt. We diversify with purpose.
- Set-and-forget portfolios. Good portfolios need periodic attention. We schedule reviews and rebalance with discipline.
- Tax blind spots. Focusing only on pre-tax returns can backfire. We invest with after-tax outcomes in mind and coordinate with your accountant.
- Emotional decisions. Buying high and selling low is easy to do in noisy markets. Our process helps keep emotions in check.
How we keep things simple (and effective)
Clear roles for each holding. Every position has a purpose—income, growth, ballast, or diversification. If something doesn’t fit the strategy, we reassess.
Right-sized positions. Position sizing matters as much as selection. We match exposure to conviction and risk tolerance.
Regular but measured changes. We don’t tinker for the sake of it. Changes are deliberate, explained, and aligned with your plan.
Documentation you can follow. You’ll always have a record of recommendations, actions, and the rationale behind them. No mysteries.
A word on risk (and staying comfortable)
All investing involves risk, and values can move up and down. That’s normal. The key is understanding the level of risk you’re comfortable with and building a portfolio that matches—then sticking with the plan through different market conditions. Our job is to help you stay informed, prepared, and confident, so you can focus on your life while we focus on the details.
(General information only: this content is not personal financial advice. It doesn’t take into account your objectives, financial situation, or needs. Consider whether it’s appropriate for you and seek professional advice before acting.)
Ready to chat?
If you’re searching for a Stockbroker in Welby, we’re here to help. Whether you’re taking your first steps or refining an established portfolio, Jacqui Hunter Advisory brings structure, clarity, and steady guidance to your investing.
Let’s start with a friendly conversation.
Get in touch via our website contact form or give us a call to line up a convenient time. Tell us what you want your money to achieve—and we’ll map out a practical, easy-to-follow plan.
Final word
Good investing isn’t about predicting every twist and turn. It’s about a sound process, thoughtful diversification, and decisions you can live with—month in, month out. That’s our focus at Jacqui Hunter Advisory. For a calm, clear, and personal approach to building wealth in the Southern Highlands, choose Stockbroker Welby—local help, real relationships, and long-term thinking.
