On Tuesday we attended Platinum Asset Management’s 2016 Roadshow in Melbourne. The main takeaway for us was that global investors should not invest geographically on a regional basis, but look for outstanding businesses regardless of their corporate domicile. At Morgan Wealth Management we believe that in a low interest rate, stagnating global economy over-burdened with seemingly unlimited […]

Greater flexibility for some, but severe restrictions for others. With the surprise announcement of the Federal Government’s Superannuation Reform Package attracting much debate around the Budget last week, we thought it important to join in amongst the conversation. The package overall provides for greater flexibility for accumulation, but also contains severe restrictions that limit large […]

The sun is setting on fossil fuels. As of late last week, the world’s second largest coal mining company, Peabody, officially filed for US bankruptcy protection. The failure of a company of such status to adequately protect themselves to the rapid changing of the times, was just another reason on a long and significant list detailing why […]

The US Federal Reserve has lifted rates by 25 basis points after almost a decade of being near zero. Federal Reserve Chair Janet Yellen’s dovish statement highlighted the goal of gradually returning to normalisation, with the ASX and American stock markets rallying after the news. The rate hike is likely to cause volatility in the […]

Instant gratification has become a key part of life for many of today’s young professionals.  The ‘Millennial Generation’, has grown up with rapid changes in technology, and has become accustomed to immediate responses in all aspects of their life. People check their phone without it having rung, and refresh their emails constantly, just to be […]

Stock market savvy fund manager Wilson Asset Management has identified 6 trends likely to strongly affect share returns in 2016. At Morgan Wealth Management, we agree. The 6 trends to be aware of are: Fitness’s increasing popularity With health tracking devices such as ‘Fitbits’ selling over 20 million units worldwide, from $70 to $500 each, […]

In recent times some of Australia’s largest financial institutions, and their aligned dealer groups, have made disturbing headlines in wealth management. The Commonwealth Bank was recently reported as having to refund about $80 million to 216,000 customers for failing to provide them many of the benefits of its wealth package. In other reports, ANZ paid […]

You’re in your prime. Any financial missteps here are more difficult to recover from than in your younger years, and can have major implications for your retirement. Here are the 10 biggest money mistakes to avoid in your 40’s and 50’s. Overspending. A bigger paycheque brings many good things – cars, holidays, a new house […]

  Investors often feel comfortable investing in the most widely held stocks.  These household names generally have had successful pasts and are seen in a favourable light by the majority of investors. Viewed by many as safe and sensible investments, investment professionals are not likely to be criticised for suggesting purchasing those stocks. The 12 […]

Our outstanding stock pick over the past 12 months has been the relatively little known AMA Group – at least is was little known a year ago. AMA Group (AMA) operates a chain of collision repair centres and services workshops for brakes and transmissions. The company also is a manufacturer and wholesale distributor of alloy […]