Financial Advisors Across Australia
New to Investing
Investing in stocks
Morgans is dedicated to providing tailored stockbroking and wealth management services to investors. Our expert financial advisers understand the importance of personalised investment strategies and will work closely with you to create a customised portfolio that aligns with your specific investment goals and risk tolerance.
With access to award-winning research and exclusive investment opportunities through our corporate finance team, Morgans empowers you to make informed decisions that may help you maximise your potential in the stock market.
Building your wealth
Morgans offers a personal and proactive approach to managing your wealth, tailoring solutions to achieve your financial goals.
Our experienced advisers take the time to get to know you, understand your ambitions and create unique solutions for every stage of your life. We have a diverse range of products and services to suit your approach to investment.
We can help you through customised wealth management plans, addressing financial structuring, tax optimisation, risk management, and portfolio monitoring - all aligned with your lifestyle objectives.
Preparing for retirement
Morgans specialises in comprehensive retirement planning, providing personalised strategies for wealth accumulation and management. Our expert advisers navigate investment decisions, risk mitigation, and tailored financial solutions to ensure a secure and fulfilling retirement. We can help guide you in structuring retirement income from diverse sources, including superannuation, non-superannuation assets, and Centrelink benefits, optimising your financial well-being.
Optimising your investments
Our in-house, award-winning analysts bring extensive industry experience, providing invaluable market and company insights. Covering diverse facets of the Australian market, our research team delivers prompt, precise investment ideas. As a client you have access to our comprehensive research reports on more than 200 ASX-listed companies, accompanied by regular market updates to ensure you stay well-informed about the latest developments. Our evaluations of individual companies encompass fundamental value, management quality, earnings, and growth prospects.
Morgans in the community
Since 2005, the Morgans Foundation has partnered with local branches to support Australian charities raising over $19m.
Furthermore, our annual charity day Big Dry Friday, which launched in 2018, has raised over $9.6m to support rural and regional communities in education, mental health and disaster relief.
Why choose Morgans?
Our advice has earnt our clients’ trust for over 40 years, growing wealth and Australian companies. In turn, we’ve grown to become one of Australia’s largest, full-service stockbroking and wealth management networks. With over 500 advisers and 56 locations across Australia, we offer tailored financial advice to reach your goals, and build partnerships that last decades.
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