Accountants, Lawyers & Financial Planners

Looking to add further value to your clients and to your business? Our services are designed to complement your existing wealth management proposition.

When it comes to dealing with Professional Services Firms we understand and respect the relationship between you and your clients.

Whether you are looking to add listed investments, or they already form part of a client's existing portfolio or estate, we can provide:

• specific research and assistance with regards to the most appropriate recommendations and advice
• access to IPOs
• trade confirmation data to various platforms
• regular detailed reports for each client's portfolio
• Professional Referral Agreements and much more

Why choose Morgans?

Our clients and professional partners benefit from a broad range of opportunities: 

Cash investments

The income and fixed interest securities team provides specialist advice and research across a wide range of listed and unlisted income and fixed interest securities. Attractive cash and income opportunities are available to you and your clients. 

New investment opportunities

The Morgans corporate team develops new investment opportunities for clients across all asset classes and industry sectors through company IPOs and capital raisings. Your eligible, approved clients may also have the opportunity to take part in our Sophisticated Investor program. 

Portfolio management

The Morgans website gives you access to a number of facilities that allow you to look after your clients' portfolios yourself.

Alternatively, if you would rather outsource the management of your clients' portfolios, the Morgans Wealth+ Managed Portfolio Service may suit your needs.

Wealth+ is a reporting and administration service that allows your client to retain ownership of their investments, and enables you to work on the most tax efficient investment outcomes. Wealth+ can also provide a number of reporting solutions to make preparing year-end reports easier for you. 

Investment choice

The scope of choice gives Morgans advisers the ability to offer individual investment strategies, including tailored portfolios for Self Managed Superannuation Funds (SMSFs). 

Recommendations supported by research

All recommendations are supported by comprehensive internal research and supplemented by external research sources. Our research team covers all aspects of the Australian market, including macro economic strategy views, technical analysis, company research, and sector analysis.

Our technical support and research teams complement each other so as to ensure advisers and clients are kept up to date with the latest investment and retirement strategies. 

Client management and supporting tools

Morgans advisers are provided with a full suite of Client Relationship Management and advice tools which enable you to focus on providing real value to your clients. 

Contact us

For further information, contact John Lindsay, Director of Managed Branches, on (07) 3334 4863, Andrew Wilkie, Branch Business Development Manager on (07) 3334 4931 or Mark Davies, Director/Head of Equities, on (03) 9947 4188.

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