Morgan Wealth Management Group provides a broad range of financial and investment advice to professionals, business owners and retirees across Australia and the Asia Pacific region. As successful individuals, our clients have high expectations for their wealth management. We pride ourselves on our sound financial and investment advice enabling clients to achieve their financial goals.  We are motivated by our desire for excellent outcomes whether it be for our clients, the communities we support, or our staff.

 

Over the years we have achieved excellent results in capital growth and dividends, and maintain our focus on continuous improvement of our services and internal systems while expanding our business through organic growth.

 

Our fees are mainly based on a percentage of funds under management, ensuring that our remuneration and clients’ wealth creation outcomes are closely aligned, and potential conflicts of interest are minimised. We are not remunerated by any commissions or other incentives and the business is solely owned by the founder and key members of staff.

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Our Top Recommendations
Total returns on capital growth and dividends for 12 months ended 30 June 2018
Lovisa
207.73%
Altium
150.24%
Reliance Worldwide
81.64%
Bingo Industries
59.39%
Orocobre
55.13%
CSL Limited
45.23%
Resmed Inc
45.02%
Macquarie Group
33.39%
Ishares Asia 50 Etf
17.57%
Platinum Asia
15.66%
ASX200 Accum Index (for comparison)
9.63%