Financial planning & investment advice for
Fitzroy Bowling Club
Gold Members
Financial Planning & Investment Advice for
Fitzroy Bowling Club
Gold Members
Helping You Plan for Your Financial Future
Through this partnership with Fitzroy Bowling Club, Gold Members can access a professional advice service that focuses on building sustainable outcomes over time, supported by ongoing portfolio management and guidance at aconcessional fee structure.
Tailored Advice For Members
What We Offer
At Morgans, our advisers provide comprehensive, personalised advice across a broad range of areas, including:
- Investment portfolio construction and management
- Retirement planning and superannuation strategies
- Tax-effective structuring and income generation
- Risk management and wealth protection
- Ongoing portfolio monitoring and advice
Our advice is tailored to your individual goals, risk profile and financial circumstances.
Why Work With Morgans?
Morgans is one of Australia’s largest full-service stockbroking and wealth management networks, providing tailored financial advice to clients nationally. Our advisers are supported by in-house research and a structured investment framework, allowing us to deliver informed, considered recommendations.
We focus on building long-term client relationships and providing advice that evolves alongside your financial circumstances.
Fitzroy Bowling Club Member Benefit
Gold Members of the Fitzroy Bowling Club receive:
- An initial consultation at no cost
- Preferential pricing on financial planning services
- Access to investment insights and market commentary
- Direct access to a dedicated Melbourne-based adviser
This provides an opportunity to explore your financial position and determine whether professional advice may add value, with no obligation to proceed.
advisers
Meet Your Advisers
Jahanne Nagle
Jahanne is a Senior Investment Adviser at Morgans and has been in the financial services industry since 2014. She forms part of a successful team that has extensive experience in Australian and international equity markets, providing a bespoke and trusted service to a diverse range of clients including superannuation funds (SMSFs), family offices and not-for-profit organisations.
Antony Santomartino
Antony is a Senior Investment Adviser at Morgans, bringing more than a decade of experience in financial services since 2014. He works closely with clients to develop tailored investment strategies, drawing on his team’s deep expertise across Australian and global equity markets. Antony focuses on building long-term, trusted relationships and supports a broad client base, including SMSF trustees, not-for-profit organisations and individual investors, by providing considered and personalised advice.
How It Works
- Register your interest via the form below
- We contact you to arrange an initial discussion
- We develop tailored advice aligned to your objectives
- Ongoing support and portfolio review
Frequently Asked Questions
No. Financial advice can be valuable at different stages of your financial journey, whether you are building wealth, planning for retirement, or reviewing existing investments.
The initial meeting is an opportunity to understand your financial goals, current position and priorities. We will outline how we may be able to assist and the next steps should you wish to proceed.
No. The initial consultation is provided on a no-obligation basis, allowing you to determine whether financial advice is appropriate for your circumstances.
Yes. We regularly work with SMSF trustees to assist with investment strategy, asset allocation and ongoing portfolio management.
The cost of financial advice varies depending on the complexity of your financial situation and the scope of services required. As part of this partnership, Fitzroy Bowling Club Gold Members receive a complimentary initial consultation and preferential pricing for ongoing advice services.
A financial plan typically outlines your current financial position, objectives, and a recommended strategy covering investments, superannuation, tax structuring and risk management. It may also include projections, scenario analysis and implementation steps.
Financial plans should be reviewed regularly, particularly when your circumstances change or market conditions shift. Many clients choose to review their plan annually or more frequently depending on their situation and objectives.
Yes. We regularly work with clients who are new to investing and provide guidance on how to build a portfolio aligned to their goals and risk tolerance, taking a long-term and disciplined approach.
While this partnership is designed for Fitzroy Bowling Club members, we provide financial advice to clients across Fitzroy, Melbourne and broader Victoria.
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