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
Martin Bros financial planning service enables you to chart the most effective course to help you achieve your financial goals.
Self managed superannuation funds (SMSF) provide an alternative to retail, industry or corporate superannuation funds.
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 are a popular way to invest and are ideal for investors who may have little experience with investment markets.
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.
Personal insurance such as income protection, trauma, life and TPD can provide financial security and even wealth creation protection.
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.
FAQs
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.
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.
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.
2023
2022
2021
2020
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
