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News & Events

Best holistic value proposition

The Canberra Office of Morgans has been awarded the "Best Holistic Value Proposition" award from over 50 Morgans branches nationally.

The award reflects the professionalism and value of the all encompassing holistic advice and service provided to all of our clients. It focuses on tailoring advice specifically to individuals needs rather than on a one size fits all basis.

It encompasses all areas of advice as our clients transition through the various stages of life - accumulation, pre- and post-retirement planning, asset and wealth protection (life and income insurance).

With the services we provide, clients are able to access financial planning, stockbroking, portfolio management, self managed super fund establishment and administration, budgeting, tax planning and a number of other services.