Level 34 Santos Place 32 Turbot Street, North Quay
(07) 3245 5466
Look through the lens of experience
In this issue, I talk about five questions that give us an updated view of where we think the Australian economy is going.
We highlight the importance of strategic asset allocation in managing risk and the need to rebalance your portfolio at least annually.
The Australian economy remains resilient despite the COVID-19 scars
Morgans is Australia's largest national full-service retail stockbroking and wealth management network.
The Morgans North Quay office is uniquely owner-managed.
We believe this differentiates us from many other financial planning groups, adding another level of commitment, focus and motivation to our role as your wealth management adviser.
Led by Branch Manager, Mark Allara, our team is made up of experienced and highly motivated team of professionals with complementary and diverse skill sets.
We take pride in helping you achieve your financial goals and believe in the value of long term relationships built on trust and results.
The close relationship you can expect with your financial adviser provides access to all the support, information and advice you need to gain insight and take control of your wealth.
Please Note:
Saturday 23rd January from 7am to 3pm the Morgans network is performing essential maintenance, so you may experience intermittent issues accessing your portfolio.
We appreciate your patience. Normal service will resume outside of these hours.