Morgans Exchange Place is a financial advice firm whose 10 advisers have over 250 years of collective experience in providing personalised service to our clients.
Our firm was born out of our commitment to providing the best financial advice and services to our clients, through the freedom and control of our own business.
As an adviser-owned branch of Morgans Financial Ltd, we provide our clients with the stability of being part of the Morgans network, as well as the flexibility that allows us to provide our clients with non-conflicted advice that is in their best interests.
Morgans Financial Ltd is a national business, proudly owned by its employees, with a strong local presence. Morgans Exchange Place is owned and operated by its advisers.
Our Expertise and Advice
What sets apart Morgans Exchange Place is the depth and strength of the relationships we have with our clients, as well as the quality, experience and diverse skills of our advisers.
We take the time to understand your unique financial circumstances and your needs, goals and objectives. We then develop personalised investment and/or comprehensive strategic solutions to meet these.
Whether your affairs are straightforward or more complex, we are here to help with advice that is tailored for you.
Our areas of expertise include:
- Strategic planning
- Risk profile evaulation
- Equities, cash and fixed interest investments
- Portfolio management
- Strategic asset allocation
- Superannuation and retirement planning
- Self-managed superannuation funds
- Estate planning
- Managed funds
- Gearing strategies including margin lending
- Personal insurance
We aim to understand your needs and aspirations and provide you with strategies to meet your goals, in the knowledge and reassurance that we are professionally managing your financial affairs.
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