Stockbroking | Wealth Management | Corporate Advice

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Wealth Management

Grow your wealth 

Wealth management is the process of defining your investment goals and tailoring financial solutions to help you reach financial freedom. It is the partner of money management.

While the focus of money management is making sure cashflow covers all the essentials of your lifestyle, the aim of wealth management is to use or create excess cashflow to grow your assets and therefore your wealth.

Creating personal wealth requires planning, successful strategy execution and review – and the ongoing advice of a professional adviser who can offer you direct access to all the investment opportunities.

Wealth management continues well into retirement. Indeed, retirement planning is a key focus when creating wealth management strategies. That is, accumulating enough wealth to provide income and financial security in retirement.

Planning and strategy execution

Your Morgans adviser will take you through the wealth management planning process, implement your strategies and help you make the most of all opportunities.

This wealth management process helps you set short- and long-term goals and use a range of investment strategies to achieve those goals.

Strategies are developed around the principles of saving tax, choosing the right investment structures, minimising risk, personal insurance and generating a large-enough asset base to provide you with financial security.

The strategies to save tax involve structuring salary, superannuation, investments and debt. Risk is minimised through the diversification of investments and monitoring portfolio performance.

Wealth management philosophy

Your Morgans adviser will work with you to put in place a wealth management plan that will help you achieve your lifestyle goals – or help you create a better life.

Life stage planning

Through each stage of your life you will focus on issues that are relevant at that time. We can implement strategies that help you create and save your wealth, regardless of your life stage.

View our guides for the key things to consider during your twenties, thirties and forties and when transitioning to retirement:

Contact us

Time with a Morgans adviser could be the best investment you make.

To find out more, download our Wealth Management Brochure, contact your Morgans adviser or find your nearest office.

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