Stockbroking | Wealth Management | Corporate Advice

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Our Approach

At Morgans Sydney Currency House, we work with clients to formulate, implement and manage strategies that help them achieve their financial goals.

Our advisers will work with you to define your investment goals based on the following principles:

Investing for the long term

We aim to buy assets for the long term. Circumstances can change, so we keep a close eye on the market at all times and advise you when opportunities to buy or sell arise.

Maintaining a quality core portfolio

All of our clients’ portfolios are designed to include core holdings of quality, long term stocks which are attuned to the individual client’s risk/return profile.

Portfolios need to be populated in a manner that is consistent with a client’s overall risk/return objective.

Reduce risk through diversification

A key aim of successful portfolio construction is diversification across a range of sectors and asset classes. By diversifying, you reduce the risk of losing money. If one investment is underperforming, you still have other investments that can offset that loss.

Focus on total return

Your adviser will identify stocks that offer long-term growth prospects as well as tax-effective income potential.

Active but risk-controlled investment approach

We ensure returns are generated from focused, active portfolio management, not from excessive trading or high risk derivative exposures.

Research driven process

We undertake continuous research and analysis of economies, markets and individual companies. Individual companies are assessed on fundamental value, quality of management, earnings and growth prospects.

Tax effective management

Your adviser will tailor solutions to fit individual income tax situations, incorporating optimisation of franking.

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