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 12 months ended 30 September 2020. Past performance is not a reliable indicator of future performance.
Xero Ltd
59.90%
Appen Limited
57.05%
CSL Limited
22.83%
ResMed Inc
20.10%
Rio Tinto Limited
9.96%
Altium Limited
4.37%
BHP Group Limited
3.54%
Transurban Group
-1.00%
Betaausustainability
-2.50%
Nanosonics
-10.22%
ASX200 Accum Index (comparison)
-10.94%