Grow wealth beyond the farm

Your trusted advisers in diversified investment solutions.

 Unlock the full potential of your assets

Michael Jurleka and Scott Fraser of Morgans Perth, work together to provide farmers with investment solutions tailored specifically to your needs. Their collaboration offers personalised solutions in financial planning and listed equity investments designed to diversify your non-farm assets and enhance wealth creation.

Michael and Scott are dedicated to becoming integral members of your advisory team. Their collaboration not only enhances the value of your existing professional relationships but also provides a comprehensive strategy for managing and growing your wealth.

Why partner with Michael and Scott?

Michael focuses on long-term wealth creation and portfolio management tailored to each client. Developing robust, disciplined but flexible investment strategies that consider appropriate tax structures, tax considerations, Superannuation, SMSF, Retirement and Estate Planning that are designed to fit in with the overall financial plan.
Michael Jurleka
AR 000259339
Contact Michael Jurleka
Scott is focused on providing a dynamic wealth solution that addresses his clients needs whilst providing a clear blueprint to achieving their financial goals. This advice complements his clients investment preferences, life stages and risk tolerance to help build real wealth through improving tax efficiency and asset structuring.

Scott Fraser
AR 001254347
Contact Scott Fraser
Relying solely on farm income can be risky, especially during economic downturns or seasonal challenges. By diversifying into listed equity investments, you can build additional wealth and create stable income streams, reducing financial uncertainty.

We provide tailored investment strategies to help you grow and secure your wealth with confidence.

Benefits of their combined expertise/collaboration

Expertise and support
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With Michael and Scott's expertise in financial markets, you gain access to a wide range of investment opportunities and insights, which are crucial for making informed decisions.

Customised investment opportunities
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Michael and Scott work together to understand your unique financial situation and goals, crafting investment strategies that are tailored specifically for you. Their collaborative approach ensures that your investments work to achieve your unique financial objectives.

Enhanced diversification
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Their combined expertise helps you diversify your assets effectively. They offer a comprehensive strategy to diversify your non-farm assets. This diversification helps spread risk and increase the stability of your income streams whilst reducing your dependency on farm income.

Integrated advice
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Their services complement your existing team of trusted advisors. Michael and Scott ensure that your investment strategy aligns with your overall financial plan, providing a cohesive approach to managing and growing your wealth.

Ongoing support and adaptability
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Regular reviews and updates from Michael and Scott ensure that your investment strategies remain effective and responsive to changing market conditions and personal circumstances.

Connect with us today

Contact us to explore how our tailored investment solutions can benefit you. Take the first step toward a more secure and prosperous financial future. Fill out this form and we'll be in touch shortly.
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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.