Whether you're an experienced professional investor or a novice investor finding your way in the market, Morgans Perth can help.
As a full service stockbroker, we pride ourselves on offering smart, personalised investment advice that is tailored to your investment style and objectives.
Our advisers are supported by an award-winning research team, as well as a leading corporate finance team that regularly provides clients with exclusive investment opportunities.
We can provide you with:
Tailored share portfolios
Advice on individual share selection and portfolio construction tailored to meet your specific investment objective.
Recommendations supported by comprehensive internal and external research, developed by our research analysts.
Access to local and international markets
Access to all securities listed on the Australian Securities Exchange (ASX), the National Stock Exchange of Australia (NSX) and Chi-X Australia (Chi-X);
Plus international equities access to 22 select exchanges, including the major markets in North America, Europe and Asia (ie Dow, NASDAQ, FTSE100, DAX, CAC, Hang Seng, Nikkei).
New investment opportunities
Our clients gain access to the latest company IPOs and capital raisings.
We offer a Wealth+ managed portfolio service that takes the hassle out of investing by providing an all-embracing investment administration service.
Online account access
Access to our client website, allowing you to monitor your investments, read award-winning research, and check share prices, announcements and more.
Migrating your portfolio
Portfolio migration is easy at Morgans. Make an appointment to see one of our advisers, bring a copy of your current portfolio (if Chess Sponsored) or a copy of your holding statements (if Issuer Sponsored) and we will do the rest.
Migrating your portfolio will enable your adviser to more easily assist you in future administration and buying and selling of shares.
Trial web account
As part of our service offering, all clients have complimentary access to our exclusive online facilities. You are welcome to request a free trial web account for two weeks to view our online offering.
We believe sound advice is based on a proper understanding of a client's investment goals and objectives; we take the time to understand whether a client is looking for income or growth investments or a combination of both, whether they are heading into retirement or just starting out on the road to wealth creation. Contact us to find out more.
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