Stockbroking advice built around your investment goals
Investing isn't one-size-fits-all and treating it that way is how most people end up with a portfolio that doesn't match their actual goals. Morgans pairs you with a dedicated adviser and backs them with in-house research covering more than 200 ASX-listed companies, so every recommendation reflects where you sit today and where you want to be. Your stockbroking strategy should be built around you, not a template.
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Our investment philosophy
Getting started is an important step, and we want to ensure that we have a deep understanding of where you stand when it comes to investing. We consider four foundational aspects.
Income Investing
Income investing
Income investing is a strategy focused on generating a reliable and steady stream of passive income. Investors pursuing this style often choose assets such as dividend-paying stocks, real estate investment trusts (REITs), and high-yield bonds. The primary goal is to accumulate regular cash flow from these investments, providing a consistent source of income. This approach appeals to those seeking financial stability and regular returns, making it a popular choice for retirees or anyone looking to supplement their income through strategic investment choices.
Capital growth
Capital growth investing is a strategy centered on increasing the value of an investment portfolio over time. Investors pursuing this style typically allocate funds to assets with the potential for substantial appreciation in value, such as growth stocks or emerging market opportunities. The focus is on long-term capital appreciation, with the goal of building wealth and achieving significant returns.
While capital growth investing involves a higher level of risk, it appeals to those with a longer investment horizon and a willingness to withstand market fluctuations in pursuit of higher overall portfolio value over time.
Capital security
Capital security investing prioritises the preservation of invested capital and minimising the risk of loss. Investors adopting this strategy tend to allocate funds to low-risk assets such as government bonds, high-quality corporate bonds, or other stable securities. The primary objective is to safeguard the initial investment, even if it means accepting lower returns compared to riskier investments.
Capital security is particularly attractive to conservative investors or those nearing retirement who prioritise protecting their wealth and are more risk-averse. This approach provides a sense of financial stability and security, albeit with potentially lower returns compared to higher-risk investment strategies.
Risk / return
Risk/return investing involves a balanced approach to investment strategy, carefully weighing potential risks against anticipated returns. Investors pursuing this style seek to enhance their portfolio performance by selecting a mix of assets that align with their risk tolerance and financial goals. This strategy acknowledges that higher potential returns often come with increased risk and vice versa.
Balancing the risk-return profile allows investors to tailor their portfolios to match their individual preferences, whether they are comfortable with more volatility in pursuit of higher returns or prefer a more conservative approach with lower risk and stable, albeit potentially more modest, returns. This versatile strategy enables investors to align their portfolios with their specific risk preferences and financial objectives.
Why choose a full-service stockbroker?
DIY trading platforms are built for people who already know what they want to buy. A full-service stockbroker is built for people who want a second opinion from someone who knows the market and knows them. Morgan's advisers work alongside an award-winning research team producing regular coverage across the ASX, so recommendations are grounded in analysis, not just a stock ticker. You get a relationship with someone accountable for your portfolio, not just an execution platform.
Find a Morgans adviser near you
With 56 locations across every Australian state and territory, there's likely a Morgan's adviser closer than you think. Search by postcode or suburb to connect with an adviser in Melbourne, Sydney, Brisbane, Perth, Adelaide or your local region, and start the conversation about what your portfolio needs. You can also browse our branch network directly if you'd rather find your nearest office first.
Get started with Morgans
Every Morgans client gets a dedicated adviser and can have a strategy built around income, growth, security or a balance of all three, not a generic model portfolio. Markets move regardless of whether your portfolio is ready for them. The sooner your strategy reflects your actual goals, the sooner it's working for you instead of against you.
News & insights
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Stockbroking FAQs
How do I begin investing with Morgans?
Our professional advisers craft a bespoke investment strategy tailored to your financial objectives and risk profile. Reach out via our website or visit a local branch to find out more about our award-winning research, exclusive ASX opportunities. Contact us to find out more.
How does Morgans assist beginners in stockbroking?
Morgans empowers investors with tailored stockbroking guidance and education. Our advisers provide personalised portfolios, access to top-tier research, and clear explanations of stock market fundamentals, risk levels, and investment strategies.
What's the difference between a full-service broker and a DIY trading platform?
A DIY platform lets you execute trades yourself with no advice included, while a full-service broker like Morgans pairs you with an adviser backed by in-house research. DIY is cheaper per trade; full-service is built for people who want support making the decision, not just placing it.
What is stockbroking?
Stockbroking is the service of buying and selling shares and other securities on your behalf, usually through a licensed broker or adviser. It ranges from simple trade execution on a DIY platform through to full-service advice, research and portfolio strategy with a firm like Morgans.
Do I need a stockbroker to buy shares on the ASX?
No, DIY platforms let you buy ASX shares directly without a broker. A stockbroker adds value when you want guidance on what to buy or sell and why, which is where Morgans' advisers and research team come in.
How can I locate a Morgans adviser near me?
Easily find a Morgans financial adviser using our online branch locator tool. With 56 offices across every Australian state and territory, our advisers deliver customised investment advice tailored to your needs. Enter your postcode or suburb to connect with a local professional. Find an adviser near you.
Why select Morgans for stockbroking services?
For over 40 years, Morgans has built trust through customise financial solutions. Our clients gain access to ASX investment opportunities and benefit from award-winning research.
How does Morgans deliver personalised financial advice?
Our financial advisers take a client-centric approach, deeply understanding your investment goals, risk tolerance, and life stage. Using our extensive ASX research and national network, we create tailored investment strategies to foster long-term financial success and enduring partnerships.
Which market sectors does Morgans’ research analyse?
Morgans’ research team provides in-depth analysis of key ASX sectors, including banking, industrials, resources, energy, technology, consumer discretionary, telecommunications, travel, and property. Our insights cover over 200 ASX-listed companies, highlighting growth opportunities and market trends. See our full list of our companies under coverage.
What economic analysis does Morgans offer for investors?
Morgans’ Chief Economist, Michael Knox, delivers insights on critical factors like interest rates, tax policies, and global economic trends impacting the ASX. Recognised by the AFR as a top-ten forecaster in 2023 (6th Best Economic Forecaster, 7th Best Cash Rate Forecaster), his reports keep clients up to date on economic activity. View our latest articles here.
Where can I access Morgans' research policies?
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