Wealth Management
Grow your wealth
Wealth management is the process of defining
your investment goals and tailoring financial
solutions to help you reach financial freedom. It is the partner of money
management.
While the focus of money management is making sure cashflow covers all the essentials of your lifestyle, the aim
of wealth management is to use
or create excess cashflow to
grow your assets and therefore
your wealth.
Creating personal wealth requires
planning, successful strategy
execution and review – and the
ongoing advice of a professional
adviser who can offer you direct
access to all the investment
opportunities.
Wealth management continues
well into retirement. Indeed,
retirement planning is a key focus
when creating wealth management
strategies. That is, accumulating
enough wealth to provide income
and financial security in retirement.
Our approach
Your Morgans adviser will take you
through the wealth management
planning process, implement your
strategies and help you make
the most of all opportunities.
This wealth management process helps you set short- and long-term goals and use a
range of investment strategies to
achieve those goals.
Strategies are
developed around the principles
of saving tax, choosing the right
investment structures, minimising
risk, personal insurance and
generating a large-enough asset
base to provide you with financial
security.
The strategies to save
tax involve structuring salary,
superannuation, investments and
debt. Risk is minimised through the
diversification of investments and
monitoring portfolio performance.
Your Morgans adviser will work with you to put in place a wealth management plan that will help you achieve your lifestyle goals – or help you create a better life.
Services
Contact us
Time with a Morgans adviser could be the best investment you make.
To find out more, download our Wealth Management Brochure, contact your Morgans adviser or find your nearest Morgans office.
Request a call
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