Michael Werry
BEcon DipFP
Financial Planner
I have been providing financial advice to clients for over 15 years and firmly believe that integrity, frankness and honesty are core principles behind successful long-term client relationships.
Financial advice is primarily about helping people prioritise major decisions and goals, and then developing and managing strategies that maximises the probability of achieving those goals. A financial plan is a living blueprint that needs to encompass a client's full financial picture, be flexible, adaptive and continually monitored to ensure any necessary changes are proactively made.
Investment Style
Good, consistent returns are achieved by having a disciplined long-term strategy that cuts through the day-to-day noise of markets and takes the emotion out of portfolio decisions. Although risk and return can still be managed with a short-term tactical element, it is the long-term strategic investment plan that is the core principle behind investment success.
Services and Specialties
Personal Insurance
Retirement and Estate Planning
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Fixed Interest and Cash Management
Financial Planning
Qualifications and Professional Affiliations
Bachelor of Economics
Diploma of Financial Planning
Associations
No items found.
Competencies
Margin Lending
Financial Planning
Superannuation
Securities
Managed Investments
Life Insurance
Generic
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
