Investments

Our value to you is

we make sure your money is in the right place at the right time;
we use external research houses, but don't rely on them - we draw our own conclusions;
we ensure you are not vulnerable to changes in market conditions, but can take advantage of them

Investment advice is a cornerstone of our service offering. In formulating our advice we

use up to date economic and market research from a number of Australia’s leading research houses;
aim to achieve absolute returns for investors;
take an active approach to managing client’s portfolios by constantly reviewing fund performance and seeking out the most promising and secure investments;
consider the overall economic environment, both global and domestic, and our analysis of which asset classes and industry sectors are likely to provide the most favourable investment outcomes for the foreseeable future;
analyse your personal financial risk tolerance profile and match our investment recommendations to your financial objectives; and
consider individual stocks through undertaking a bottom-up analysis to identify those with secure income streams, excellent growth potential and strong balance sheets.

We believe you should be in control of your investments and as such we

generally do not recommend investing in Managed Funds unless they provide some clear benefit over investing directly in ASX listed securities;
actively manage your portfolio and provide the research, analysis and recommendations to enable you to make informed decisions responding to opportunities and changing market conditions; and
update your investment portfolio on a daily basis and provide you with 24/7 secure internet access to your portfolio’s valuation and performance.

The greatest drain on wealth creation is the tax you have to pay on your earnings. As such we

focus on formulating an investment strategy that meets your individual needs for income and growth and optimises your after-tax return;
take account of your overall financial structure and tax position when recommending investments to ensure that the short and long term taxation consequences are managed effectively; and
ensure you have the flexibility to hold investments in your own name, your self-managed superannuation fund, family trust or corporate beneficiary.

Good financial decision-making is founded on having access to sound research and up to date information.

In particular, Morgan Wealth Management’s portfolio management service offers:

individually managed investment accounts;
comprehensive tracking of investments held inside and outside superannuation;
flexibility to accommodate various investment structures;
flexibility to respond quickly to market opportunities and changing needs; and
24/7 secure internet access gives you control over the investments held in your portfolio, allowing you to make investment decisions that favour your income, capital, risk and tax position. This is a major advantage over pooled retail funds.