To become Wollongong's leading financial planning business by providing our clients with a wide range of financial strategies that will help enable them to achieve their financial and personal goals.
Our advisory process
To produce the complete solution for all your financial needs, our team of financial advisers and specialists has developed a proven financial advice process:
- Evaluate, Analyse and Understand our clients current financial situation
- Assessment of their goals and objectives
- Identification of issues and development of appropriate strategies
- Implementation of preferred strategy
- Ongoing review of position
- Efficient administration and reporting service
Our investment philosophy
The advisers at Morgans Wollongong 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 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 utilises research that covers the ASX top 200 companies, other identified opportunities and leading managed funds.
Reduce risk through diversification
A key aim of successful portfolio construction is diversification across a range of sectors and asset classes. Our services are designed with risk minimisation in mind and we work with you to strategically diversify your particular portfolio.
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
Returns are generated from focused 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 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 of portfolios
Your adviser will tailor solutions to fit your individual income tax situation, incorporating optimisation of capital gains and losses.