The Morgans Southbank firm was founded in April 2015 by Campbell Walker, Matthew Reid and Michael Aladjem. Our firm will provide a more personalised, boutique wealth management offering to their clients. We will be ably supported by the extensive resources and expertise of Morgans Financial Ltd, Australia's leading retail advisory firm.
The founders of Morgans Southbank are highly experienced financial advisers, each with over 15 years experience advising private clients at the highest professional standard in the financial services industry. Our relationship with clients is based on trust; we believe it is crucial for long-term client relationships to be built on trust and mutual respect.
In light of this approach, the majority of our client relationships span many years, and commonly even multiple generations. Recognising that financial circumstances and lifestyle goals change over time, we seek to play a pro-active role in helping clients and their families continue to plan to meet their evolving financial needs throughout their lives.
We are passionate about helping clients achieve their goals. We take the time to fully understand our clients' personal needs, circumstances and risk/return investor profiles. A holistic approach is used to tailor solutions to help meet their financial and lifestyle objectives, including structural and strategic advice and investment selection and portfolio management.
Our combined skill-sets ensure we are in a position to provide quality, comprehensive wealth management advice for clients across the following areas:
- Stockbroking - Domestic and International Equities;
- Financial Planning;
- Superannuation Advice;
- Retirement Planning;
- Managed Funds;
- Cash and Fixed Interest;
- Derivatives; and
- Inter-generation wealth transfer.
Contact Morgans Southbank to find out more.
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