Martin Bros.

Creating long-term success for our clients.

About us

About us

Paul Martin and Jarrod Martin lead the Martin Bros Australia team at Morgans Hawthorn, each bringing a wealth of experience and knowledge to help you achieve your financial goals. The team aim to provide a holistic service to clients, providing personalised advice on financial planning, managed funds, fixed interest, superannuation, insurance, estate planning, and margin lending.

Clients

Martin Bros clients span all age groups from young wealth accumulators to retirees seeking financial security and peace of mind. All clients share a similar belief about money. That is, that financial success is best obtained through disciplined, long term and supported wealth creation strategies. Although Martin Bros clients span several generations, they all have at least one or two similar characteristics from the Client Profile below:

  • Financial delegators who enjoy the simplicity, freedom and peace of mind that comes from working with a trusted advisor.
  • Lead an active and busy life.
  • People who value their professional relationship with us because they know that delegating their “money stuff” helps them to focus their limited time and energy on the more important things that cannot be delegated.
  • People who prefer management fee-based services versus commission based services.
  • People who prefer not to read financial magazines, watch or listen to financial programs, as they have other things in their life that are more important to them.
  • People who value a holistic approach to financial planning encompassing a family rather than individual focus.

Investment philosophy

NOTE: Below is general information on our portfolio construction technique and as such should not be construed as advice nor should you rely upon it for any investment decision. Before you decide to invest you should consult either ourselves or a qualified financial advisor.

For all investments we go direct to markets as this provides the greatest level of control and eliminates the added layer of fees that indirect investments (managed funds) impose. By investing directly we can control the after tax outcome which can add significant value to the wealth creation process over time.

We now also run many client accounts on a discretionary basis. This means that we act like personal fund managers for each client on an individual basis. This approach means that each client is treated fairly, as changes to clients’ portfolios occur at the same time, rather than when we are able to make contact with each client. This process allows us to spend more time on adding value through investment management and strategy advice to clients. Clients use our service because they trust us and do not have the skills or desire to be responsible for ensuring their families financial security, therefore they entrust the day to day management of their portfolios to our team.

Although portfolios can be run on a discretionary basis, clients receive contract notes every time something is bought or sold on their account. In addition, clients have 24 hour access to their account via a secure online facility and receive quarterly portfolio valuation and transaction reports by mail. All of this results in fully informed clients.

Our Services

Financial Planning
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Martin Bros financial planning service enables you to chart the most effective course to help you achieve your financial goals.

Self Managed Superannuation Fund
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Self managed superannuation funds (SMSF) provide an alternative to retail, industry or corporate superannuation funds.

Fixed Interest
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Fixed interest in the ordinary meaning refers term deposits with a bank where you invest a fixed sum of money for a fixed period.

Managed Funds
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Managed funds are a popular way to invest and are ideal for investors who may have little experience with investment markets.

Superannuation
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Superannuation is still a very tax effective way to save for retirement and is one area where people should ensure their money is working as hard as possible.

Insurance
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Personal insurance such as income protection, trauma, life and TPD can provide financial security and even wealth creation protection.

Estate Planning
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Estate planning is one of those uncomfortable topics that many people neglect to organise because it is not high on their agenda and will hopefully be a long time off.

Meet the team

Paul Martin

Principal - Martin Bros Australia Pty Ltd

About

Jarrod Martin

Private Wealth Management

About

Cheyne Peat

Associate Adviser

About

Stella Moses

Dealers Assistant

About

Rochelle Gordon

Dealers Assistant

About

FAQs

What do Martin Bros charge?
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There is no cost for your initial meeting.

Martin Bros charge on a ‘Management Fee’ service arrangement which is based upon a percentage of the assets that the team manage for you, on a sliding scale. Fees are generally tax deductible.

There is no entry, establishment or exit fees.  

The ‘Management Fee’ service is based upon aligning Martin Bros interests with that of their clients. As they do not charge any entry or establishment fees, the team make money out of servicing their clients for decades to come, not providing a set-and-forget strategy. Similarly, because Martin Bros do not charge high brokerage fees on share purchases or sales, you can be assured that their advice is always in your best interests as their recommendations do not result in additional profit for the team.

Due to the hands-on approach and access to direct equity markets, including floats, Martin Bros are in a unique position to more than pay for their professional fees through sound investment management.

How many clients does Martin Bros service?
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Currently, Martin Bros have 150 families that Paul & Jarrod service with the assistance of Cheyne Peat, Stella Moses and Rochelle Gordon. The team's service to their clients also draws on the support of many more people and resources at Morgans.

Martin Bros main source of new clients is referrals from existing clients who have experienced their services. It is quite possible that you are visiting this website as a result of a referral from an existing client.

What type of clients work with Martin Bros?
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When selecting a financial advisor it is also important to ask what type of client do they want? This may sound strange, but if a financial advisor takes you on as a client and you are not the type of client, financially and personally, that they are seeking, then the relationship is bound to fail.

The relationship between a client and financial advisor is sufficiently close and personal that you need to be comfortable and trusting of the advisor and the advisor needs to be comfortable, trusting and keen to work with you.

Accordingly, the initial meeting is also a chance for Martin Bros to ‘interview’ prospective clients to ensure they would be happy to work with them on a personal level and that they are financially the type of client they wish to service.

Martin Bros see their role as “working with people (and their families) who have over $1,000,000 in investments and superannuation and want to create financial certainty for themselves (and their families)”.

Our Location

Office Address
822 Glenferrie Road Hawthorn VIC 3122 Australia
(Corner of Johnson Street)

Postal Address
PO Box 2214 Hawthorn VIC 3122 Australia

Explore Martin Bros Monitors

Martin Bros Monitors was developed so you can get the latest issues surrounding investment options, investment markets and relevant superannuation, social security, and taxation law.

Previous publications from 2002 onwards.
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2024
June – Expanding bifurcated economy & equity markets
March – The risk of recency bias
2023
December – Thawing geo-politics and interest rate cuts in 2024?
September – September / October seasonality or something more sinister
June – The time to get excited is getting closer
March – A banking crisis again like the GFC?
2022
December – The upside down (financial) world we live in now
September – Bond massacre – 1994 was a dress rehearsal
June – Global recession fears
March – The withdrawal of Stimulus
2021
December – Tech troubles and the impending tech wreck 2.0
September – US federal Reserve, energy & inflation
June – 10% corrections are inevitable, Our new office
March – Inflation- Who remembers what this is?
2020
December – Risk – Is too much cash the riskiest choice?
September – Recency Bias & Virtual Office
June - Coronavirus Emails 6 to 10 Compilation
March – Coronavirus Emails 1 to 5 Compilation
2019

December – A big divergence in market sector valuations

September – When safe haven investments turn into pure speculation; Tax changes

June – The old “Bad ne sis good news” cycle again; tax changes

March – Batten Down the (Economic) Hatches, Australian Property Update

2018

December – Cheap stocks but patience required; Xmas hamper competition; ASX Christmas hours

September – The ghosts of GFC Past

June – The Trump train continues; Budget Changes 2018/19 FY

March – Labour’s attack on tax credits explained; ASX Easter hours

2017

December – The Quietest year in 50 years; Xmas Hamper Competition; ASX Christmas hours

September – The trend is your friend – Until it’s not; Investor Education – Fixed Interest Securities

June – Burning a hole in my pocket; Concessional contributions before 30 June

March – A Trump kind of 2017; Superannuation changes; ASX Easter hours

2016

December – An Early Santa Rally & A Trump Kind of 2017,ASX Market Hours – Festive Season

September – A Tulip, A Tulip, $500,000 For Your Tulip; September Seasonality

June – Expect the Unexpected – Which No One Did With Brexit, What is Bitcoin?

March – “When My Information Changes, I Change My Conclusions”, Seven Group Preference Shares

2015

December – Another Year – Many Changes But Still the Same

September – Seasonal Jitters, Wesfarmers Limited

June – Is the Chase for Yield Over?, Superannuation Contributions

March – The Illusion of BIG Numbers, Yield Compression

2014

December – 2014 – The Year That Was, Hamper Competition

September – Short Term & Long Term, Medibank Private, New Contribution Caps from 2014/15 FY

June – Where’s the Volatility?, QBE, Federal Budget changes, Superannuation Contributions

March – Market Predictions for 2014, BKW, Superannuation Changes

2013

December – The Santa Claus Rally & US Tapering, WOW, Name Change, Hamper Competition

September – Seasonal Headwinds = Opportunity, IPL, It’s a Boy!

June – The End of the Australian Dollar Party, NAB, Superannuation Contributions

March – A China Crash? – The Last Great Hope of the Bears, BHP, Mortgage Rates – To Fix or Not To Fix

2012

December – The Buyers Are Back and The RBA Have Listened, SVWPA, Xmas Hamper Competition

September – Thank You RBA, BKW, Our New Office

June – A Genuine Buyers Strike, WBB, Beware Superannuation Contribution Limit Changes for 2012/13

March – The Road Rather Not Travelled, ASX Easter Trading Hours

2011

December – Oxymoron, Christmas Hamper Competition

September – Uncertainty Prevails, Martin Bros. video

August – Special Edition, Uncertainty is winning… for now

June – … and the trading band continues, NFNG, Super Co-Contribution, Concessional Contributions

March – How is 2011 shaping up?, OST, Glossary of Terms

2010

December – How is 2011 shaping Up?, QBE, Christmas Hamper Competition

September – Always Back Fundamentals, Efficient Market Theory, Stock Review – BKW

June – RSPT Bad Timing, Paperlinx Step Up, Super Co-Contribution, Concessional Contributions

March – Stock Market Over Time, NFNG, Protecting Against Inflation

2009

December – 2009 In Review, Forecasts For 2010, BOQ, Thank You

September – Recession, What Recession?, MIG, Name Change to Morgans

June – What a difference a Quarter Makes, TLS, Super Co-Contribution

March – Market Direction Over Time, SOL Revisited, Insights from Warren Buffet

2008

December – Our Outlook for 2009, WBB

October – Special Bulletin

September – Normal Markets – Part 3, SOL, S&P ASX 200Forecasts by Market Participants

June – Normal Markets – Part 2?, RCY, Super Co-Contribution

March – Normal Markets?, CEU, US Markets Earnings Outlook

2007

December – Living in a Food Deficit World, WBB

September – China – Will the Boom Ever End?, SUN, Salary Sacrifice

June – Our View on the Markets (Part 2), BKI, He’s Alive!

March – Our View on the Markets (Part 1), MFF, Are you ready for June 30?, Budget Update

2006

December – Private Equity – Good or Bad?, WBB

September – Even Cheaper Petrol on the Way?, RCY, Salary Sacrifice Explained

June – Lower Returns With Higher Volatility, SHL, Budget Update – What a Budget it Was!

March – Risk Management – It’s About Staying True to Yourself, Super Splitting is Simply Super

2005

December – Is the Market Running Out of Puff?, SEVPC

September – Black Gold – Supply & Demand or Speculators?, TCL, Child Allocated Pensions

June – Avoiding Profit Downgrades, Investing in Growing Income Streams, SPEL, Budget Updates

March – Reporting Season Summary, Tips & Traps of Structuring Your Home Loan or Investment Loan

2004

December – The Bull Market – Will It End?, WHF

September – Reporting Season Summary, FOA, Changes to Retirement Benefits From Superannuation

June – Housing Prices? Interest Rates? What’s Happening?, TRU, Budget Update

March – Investor Psychology & The Media, SUN

2003

December – Rate Rises and the Property Market – What Does it Mean?, ANZ

September – Graphs – Market Turnaround Update, ANZ STEPS, Wine Update, Quantitative Strategy

June – A Bounce or Worse Than 1929 (Part 2), Westpac Office Trust, Tax Time – Now or Never!

March – A Bounce or Worse Than 1929 (Part 1), Timbercorp, Australian Quantitative Strategy

2002

December – First Edition – Market Review & Preview, Banking Sector Research, Insurance Review

Contact Martin Bros.

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