Michael Jurleka | Private Client Adviser
My model is built on a strong belief and compelling evidence that the best outcome for clients is to combine the best aspects of financial planning and direct investing.
Why choose me?
Michael focuses on long term wealth creation and portfolio management tailored to each client's particular circumstances, financial goals and objectives. Michael develops robust, disciplined but flexible investment strategies that consider appropriate tax structures, tax considerations, Superannuation (providing direct equity advice to Self Managed Superannuation Funds), Retirement Planning and Estate Planning that are designed to fit in with the overall financial plan developed by our team of Financial Planners.
Financial advice tailored for you
Financial Planning
Navigate major life changes—like marriage, buying a home, or retirement with expert financial advice. We help you manage unexpected life events, such as job loss or inheritance, ensuring your wealth management strategy is secure, personalised, and designed for your long-term financial future.
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Retirement advice
Effective retirement planning balances tax efficiency, investments, and income streams from superannuation, assets, and Centrelink. We help tailor your retirement strategy to meet your financial goals, staying up to-date with the latest legislative changes to provide the best advice.
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Superannuation advice
Superannuation is one of the most tax-effective ways to save for retirement. However, understanding contributions and tax benefits can be complex. We help you maximise tax benefits and financial incentives to secure a comfortable retirement.
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The Morgans difference
Backed by 20+ analysts
Backed by a team of over 20 analysts, we leverage award-winning research and industry insights to provide our clients with strategic advice. We cover over 200 ASX-listed stocks, providing broad market expertise.
Financial solutions
We craft strategies tailored to your individual goals. This includes wealth accumulation and retirement planning.
Global investor reach
Our ability to engage both domestic and international high-net-worth retail and institutional investors is a key differentiator and allows us to deliver a diverse investor mix to meet specific investment goals.
