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.

Our Top Stock Picks
Total returns on capital growth and dividends for 10 months ended 31 October 2019. Past performance is not a reliable indicator of future performance.
Zip Co Ltd
244.95%
Nanosonics
139.44%
Afterpay Touch
132.74%
Nearmap Ltd
78.67%
Appen Limited
71.08%
CSL Limited
39.71%
Goodman Group
36.78%
ResMed Inc
34.26%
Atlas Arteria
33.07%
Macquarie Group
26.57%
ASX200 Accum Index (comparison)
22.12%