Financial Advisor & Investment Manager for Clients throughout Australia
Scott Fraser | Financial Adviser | Perth
Authorised representative number: 001254347
Why choose me?
With over 18 years of experience as an Investment Adviser and strategic leader, I have built lasting partnerships with clients across all levels of wealth.
My role is to simplify complexity, guiding individuals, families, and institutions through investment landscapes that require deeper conversations, more thoughtful strategies, and long-term vision. I specialise in working with high-net-worth families and family offices, providing stewardship through the challenges of intergenerational wealth transfer and preservation.
By collaborating closely with principals, CFOs, lawyers, and accountants, I ensure that every decision reflects not only financial goals but also family values and legacy.
Investment & Wealth Management Services
Intergenerational Wealth Strategy
Who Needs an Intergenerational Wealth Strategy?
This service is suited to families with significant wealth who are focused on preserving capital across generations and creating a structured approach to long‑term wealth stewardship.
What Does Intergenerational Wealth Planning Involve?
Intergenerational wealth strategy considers how assets are invested, structured and managed to support wealth transfer, succession planning and long‑term family objectives. It includes coordination with external professionals such as accountants and legal advisers.
How Is Wealth Managed Across Multiple Generations?
The approach prioritises long‑term thinking, tax awareness and strategic investment structuring, while recognising the evolving needs of multiple generations. Investment strategies are developed to balance growth, income and preservation while maintaining flexibility for future change.
What Are the Long‑Term Benefits of Intergenerational Wealth Strategy?
The outcome is a cohesive wealth strategy that helps protect family wealth, supports future generations and provides continuity through changing life stages and economic environments.
This service is suited to families with significant wealth who are focused on preserving capital across generations and creating a structured approach to long‑term wealth stewardship.
What Does Intergenerational Wealth Planning Involve?
Intergenerational wealth strategy considers how assets are invested, structured and managed to support wealth transfer, succession planning and long‑term family objectives. It includes coordination with external professionals such as accountants and legal advisers.
How Is Wealth Managed Across Multiple Generations?
The approach prioritises long‑term thinking, tax awareness and strategic investment structuring, while recognising the evolving needs of multiple generations. Investment strategies are developed to balance growth, income and preservation while maintaining flexibility for future change.
What Are the Long‑Term Benefits of Intergenerational Wealth Strategy?
The outcome is a cohesive wealth strategy that helps protect family wealth, supports future generations and provides continuity through changing life stages and economic environments.
Investment Philosophy
Who Is This Investment Philosophy Designed For?
The investment philosophy underpins work with clients who value discipline, evidence‑informed decision‑making and long‑term thinking over short‑term speculation.
What Does a Disciplined Investment Philosophy Involve?
The philosophy focuses on risk management, diversification and alignment with client objectives, recognising that successful investing requires consistency, patience and a clear framework.
How Are Investment Decisions Made and Managed?
Investment decisions are guided by research, market analysis and an understanding of economic cycles. Emphasis is placed on managing risk before seeking returns, with portfolios constructed to remain resilient across varying market conditions.
What Long‑Term Results Is This Investment Philosophy Aimed to Achieve?
The intended outcome is a robust, repeatable investment strategy that supports sustainable wealth creation, manages volatility and aligns investment decisions with long‑term financial goals.
The investment philosophy underpins work with clients who value discipline, evidence‑informed decision‑making and long‑term thinking over short‑term speculation.
What Does a Disciplined Investment Philosophy Involve?
The philosophy focuses on risk management, diversification and alignment with client objectives, recognising that successful investing requires consistency, patience and a clear framework.
How Are Investment Decisions Made and Managed?
Investment decisions are guided by research, market analysis and an understanding of economic cycles. Emphasis is placed on managing risk before seeking returns, with portfolios constructed to remain resilient across varying market conditions.
What Long‑Term Results Is This Investment Philosophy Aimed to Achieve?
The intended outcome is a robust, repeatable investment strategy that supports sustainable wealth creation, manages volatility and aligns investment decisions with long‑term financial goals.
Portfolio Management Services
Who Are Portfolio Management Services Designed For?
Morgans Portfolio Management services are designed for high net worth individuals, families and business owners seeking a disciplined, long‑term investment strategy tailored to their financial objectives, risk profile and time horizon.
What Does Professional Portfolio Management Involve?
Portfolio management services focus on the construction, implementation and ongoing oversight of investment portfolios, including Australian and global equities, fixed income, cash and, where appropriate, alternative assets. Portfolios are structured to align with both short‑term needs and long‑term wealth objectives.
How Is a High Net Worth Investment Portfolio Managed?
Each portfolio is built through a structured and research‑led investment process, combining asset allocation, security selection and ongoing risk management. Portfolios are reviewed regularly to ensure they remain aligned with changing market conditions, regulatory considerations and client circumstances.
What Outcomes Can Clients Expect From Portfolio Management?
The aim is to deliver a well‑diversified, risk‑aware portfolio that supports capital growth, income requirements and capital preservation over time - providing clarity, accountability and confidence in the investment strategy.
Morgans Portfolio Management services are designed for high net worth individuals, families and business owners seeking a disciplined, long‑term investment strategy tailored to their financial objectives, risk profile and time horizon.
What Does Professional Portfolio Management Involve?
Portfolio management services focus on the construction, implementation and ongoing oversight of investment portfolios, including Australian and global equities, fixed income, cash and, where appropriate, alternative assets. Portfolios are structured to align with both short‑term needs and long‑term wealth objectives.
How Is a High Net Worth Investment Portfolio Managed?
Each portfolio is built through a structured and research‑led investment process, combining asset allocation, security selection and ongoing risk management. Portfolios are reviewed regularly to ensure they remain aligned with changing market conditions, regulatory considerations and client circumstances.
What Outcomes Can Clients Expect From Portfolio Management?
The aim is to deliver a well‑diversified, risk‑aware portfolio that supports capital growth, income requirements and capital preservation over time - providing clarity, accountability and confidence in the investment strategy.
Family Office Advisory
Who Is Family Office Advisory Best Suited To?
Family office advisory is designed for high net worth families, family groups and private investors requiring sophisticated investment oversight and coordinated wealth management support.
What Does Family Office Investment Advisory Include?
This service provides investment advisory support within a broader family office framework, offering oversight of complex portfolios, liquidity management and coordination with professional advisers to support holistic wealth management.
How Does a Family Office Advisory Approach Work?
A structured and collaborative approach ensures investment strategies are aligned with broader family objectives, governance structures and reporting requirements. This includes ongoing communication and transparency to support informed decision‑making.
What Outcomes Can Families Expect From Family Office Advisory?
The result is greater clarity, control and coordination across family wealth, helping families manage complexity while maintaining focus on long‑term investment outcomes and legacy objectives.
Family office advisory is designed for high net worth families, family groups and private investors requiring sophisticated investment oversight and coordinated wealth management support.
What Does Family Office Investment Advisory Include?
This service provides investment advisory support within a broader family office framework, offering oversight of complex portfolios, liquidity management and coordination with professional advisers to support holistic wealth management.
How Does a Family Office Advisory Approach Work?
A structured and collaborative approach ensures investment strategies are aligned with broader family objectives, governance structures and reporting requirements. This includes ongoing communication and transparency to support informed decision‑making.
What Outcomes Can Families Expect From Family Office Advisory?
The result is greater clarity, control and coordination across family wealth, helping families manage complexity while maintaining focus on long‑term investment outcomes and legacy objectives.
Financial Markets & Economic Insights
Macro Monthly Market: A Worldly Lens - May 2026
Scott Fraser
Financial Adviser
Australian Economic Update 2026: Oil Prices, Inflation & What It Means for You
Scott Fraser
Financial Adviser
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Or, if you would prefer a meeting
If you’d prefer to speak with an investment manager at a time that suits you, you can book a meeting directly using the buttonbelow.
These meetings are suitable for both new and existing clients and are designed to help you discuss your investments, ask questions, and understand how professional investment advice may support your financial goals.
Choose the meeting type that best suits you:
New Client Enquiry – Investment Consultation (30 minutes)
Existing Client – Portfolio Discussion (30 minutes)
Existing Client - General Catch‑Up – Investment Discussion (15 minutes)
These meetings are suitable for both new and existing clients and are designed to help you discuss your investments, ask questions, and understand how professional investment advice may support your financial goals.
Choose the meeting type that best suits you:
New Client Enquiry – Investment Consultation (30 minutes)
Existing Client – Portfolio Discussion (30 minutes)
Existing Client - General Catch‑Up – Investment Discussion (15 minutes)
Trusted Wealth Management for Investors
For more than 40 years, Morgans has provided professional investment management and wealth advisory services to Australians seeking clarity, structure and long‑term financial confidence. Our advisers work with individuals, families and high net worth clients to develop tailored investment strategies aligned to their financial objectives.
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