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Our Services

Find out about the different services we offer at JJW Consultancy & see which one is the most beneficial for your financial future.

Wealth Management

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The most important thing to understand is that wealth management is not just for the wealthy. Even those still creating their wealth could stand to benefit from wealth management services.

We try to understand our clients’ goals & analyze their needs. We work closely with our clients and investors and select foundations to develop their wealth and investment management strategies. We identify investment opportunities and strategize to help them reach their objectives.

We analyze each client’s financial profile, and then develop a suitable wealth management plan. We offer strategic and tactical asset allocation and provide a range of investment solutions including, fixed income, equities and alternative investments.

Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services.

The goal of wealth management is to sustain and grow long-term wealth. Our Portfolio Management Service could be the answer available exclusively through our Financial Advisers. A professional investment manager will fully manage your investments. The service aims to deliver positive returns while taking the appropriate amount of risk.

We have one of the more exclusive services that is primarily tailored for investors with $1,000,000 or more. It provides the very best of what JJW Consultancy has to offer, drawing upon the wealth of experience from our investment managers and our highly qualified advisers. The service has been very successful in the past and we have had outstanding results.

Retirement Plans

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Retirement plans are a great service our clients utilize that provides numerous benefits to everyone involved. For company involved, a quality retirement plan benefit provides the company with a competitive advantage over its peers, helping to attract and retain top clients. If structured properly. These plans allow high earning business owners to stash away substantial dollars pre-tax with the added benefit of tax-deferred growth. In addition to these perks, corporate tax deductions become available through the use of retirement plans.

From an individual or employee perspective, a retirement plan is a huge benefit and likely to become their largest asset. Similar tax benefits such as pre-tax deferrals of income and tax-deferred growth are present for the participants of the retirement plan. Often times a matching contribution from the company on the employee’s behalf is built into the plan, essentially providing bonus income to their account.

The money saved through these plans is relied upon at retirement to fund your expenses to help maintain the lifestyle you have grown accustomed to living. As you can see, retirement plans provide endless benefits to those involved. Therefore, it is essential that your retirement plan is designed, implemented, and managed properly so you are prepared when your career comes to an end.

The first step is for us to gain an understanding of your goals and objectives for the retirement plan. From there, we will strategize a plan that will allow you to accomplish your goals. We will handle the daily recordkeeping of the plan as well as the annual administration, which includes required tax filings and eligibility testing.

Global Equity Markets

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Our experts at JJW Consultancy have a vast amount of experience in these fields. Our proven record shows that through our attention to detail and extreme levels of research and study of the global markets we can and have achieved consistent results for our clients and investors.

Also known as the stock market, it is one of the most vital areas of a market economy because it gives companies access to capital and investors a slice of ownership in a company with the potential to capitalize on the gains, based on its future performance. In order to grow and develop, companies need to invest in their businesses. Stock markets provide them with an opportunity to raise money by selling parts of their businesses as shares, also known as ‘equities’.

The overall market is made up of millions of investors and traders, who may have differing ideas about the value of a specific stock and thus the price at which they are willing to buy or sell it. The thousands of transactions that occur as these investors and traders convert their intentions to actions by buying and/or selling a stock cause minute-by-minute fluctuations over the course of a trading day. A stock exchange provides a platform where such trading can be easily conducted by matching buyers and sellers of stocks.
Studies have proven that shares or equities are one of the best long-term investments in the financial market place. They tend to outperform government bonds, corporate bonds, property and many other types of asset.
Share prices can go up and down so buying shares is not without risk, but over the long term, they can generate good returns. If you want quick returns then this may not be the best solution for you, but if you want to invest for 10 or 20 years, shares may be a rewarding investment. Our Equity Research study provides you with an independent annualized corporate study solution posting routinely.

Alternative Markets

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We combine our depth of local knowledge and global cross-border experience to provide fund managers with the clarity and confidence to execute their business strategies. There are several reasons an investor or a portfolio manager is likely to consider adding alternative investments to the balance sheet.

In some cases, money generated from an alternative investment might be subject to far more favorable tax treatment than that from a more traditional investment; e.g., if an investor or client has significant tax-loss carry forwards or tax credits that can be applied to a particular type of activity or source of income.

While the list of alternative investments is extensive, some of the ones you might encounter in the real world include, but are not necessarily limited to, the following:

  • Real estate and all of its many derivations, including directly owned property, real estate limited partnerships, real estate development corporations, and REITs
  • Master limited partnerships, which can own and operate everything from oil pipelines to capital-intensive theme parks
  • Tax lien certificates
  • Stock or membership units in a privately held business
  • Commodities, including precious metals such as gold, silver, platinum, and palladium, as well as crude oil, natural gas, ethanol, corn, soybeans, wheat, cocoa, coffee, sugar, and many other items.
  • Farmland
  • Timberland
  • Mineral rights
  • Intellectual property such as copyrights, song rights, patents, and trademarks
  • Privately underwritten mortgages
  • Equipment leasing
  • Structured settlements
  • Art and collectibles
  • Private equity
  • Wine
  • Coins that have numismatic value
  • Venture capital
  • Peer-to-peer lending
  • Hedge funds
  • Annuities
  • Tax credits

Before making alternative investments, it’s wise to be aware of their possible benefits and drawbacks. Please speak to one of our team members to understand more about this service.

Cryptocurrency

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With JJW Consultancy, investors will be able to trade and invest with us using any of the major Cryptocurrencies. A Cryptocurrency (or crypto currency) is a digital asset designed to work as a medium of exchange that uses strong cryptography to secure financial transactions, control the creation of additional units, and verify the transfer of assets.

Cryptocurrencies are a kind of alternative currency and digital currency (of which virtual currency is a subset). Cryptocurrencies use decentralized control as opposed to centralized digital currency and central banking systems.
The decentralized control of each Cryptocurrency works through distributed ledger technology, typically a blockchain that serves as a public financial transaction database.

Decentralized Cryptocurrency is produced by the entire Cryptocurrency system collectively, at a rate which is defined when the system is created and which is publicly known. In centralized banking and economic systems such as the Federal Reserve System, corporate boards or governments control the supply of currency by printing units of fiat money or demanding additions to digital banking ledgers. In case of decentralized Cryptocurrency, companies or governments cannot produce new units, and have not so far provided backing for other firms, banks or corporate entities which hold asset value measured in it.

There are many benefits in using Cryptocurrencies to trade or invest with. Contact us and one of our consultants will help advise you on the advantages of using this avenue to help with your financial goals.

Strategic Advice

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Our expert consultants are very well equipped in finding the right strategy for your financial goals & helping guide you through the process to execute the chosen plans. Our team will examine current plans, operations and market trends, interview management and staff, conduct workshops, and review financial models, drawing where necessary on our comprehensive network of industry specialists, before producing a comprehensive report and recommendations.

In doing so, we provide clients with a combination of consultancy, financial advice and Board-level strategic guidance and planning. This will typically deliver a road map to value generation and crystallization of a highly cost-effective project.

We execute many types of transactions, from single fund transfers to complex, structured portfolio solutions and work hard to understand the unique circumstances of each of our partners and offer thoughtful alternatives. Investors value our guidance and support as it relates to private fund commitments, co-investments and portfolio management.

We really take the time to utilize all of our consultant’s knowledge and experience globally, to provide a service that is unmatched in our industry. With JJW Consultancy we are sure that we will find a strategy for you regardless of your situation.

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