To create and maintain long-term successful partnerships with our clients, providing a wide range of financial strategies to help them achieve their financial and personal goals now and into the future. We have a commitment to deliver the highest standard in tailored financial advice and personal service.
Our advisory process
To produce the complete solution for our client's financial needs, whether it be personal superannuation, self managed superannuation funds or tax effective income, our financial advisers have developed a proven financial advice process:
- Evaluate, analyse and understand our clients' current financial situation
- Assessment of your goals and objectives
- Identification of issues and development of strategies
- Implementation of preferred strategy
- Proactive ongoing monitoring and review of position
- Efficient administration and reporting service
Our investment philosophy
The advisers at Morgans Hurstville will work with you to define your investment goals based on these principles:
Investing for the long term
Your circumstances can change as well as government legislation and economic factors. We regularly review these issues and advise our clients accordingly on when appropriate changes need to be made.
Maintaining a quality core portfolio
Our investment philosophy encompasses core holdings of quality long term stocks, managed funds and other identified opportunities which are attuned to the individual client's risk/return profile.
Reduce risk through diversification
No two investments will perform in the same way at the same time. A key aim of successful portfolio construction is diversification across a range of asset classes and sectors.
Focus on total return
Your adviser will identify investments/stocks that offer tax-effective income and the potential for long-term growth.
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. Your adviser will work with you to determine the right level of risk for your personal situation.
Research driven process
We utilise research and analysis of economies, markets and individual sectors/companies to identify fundamental value, quality of management, earnings and growth prospects.
Tax effective management of portfolios
Your adviser will work with you and your accountant to identify tax-effective investment strategies including maximising the benefits of superannuation, capital gains and franking credits.