Morrows
03 9690 5700

Wealth Management

Morrows Private Wealth is the holder of an Australian Financial Services Licence (No 244119), ABN 94 517 928 276.

Morrows Private Wealth provides expert financial advice to you with integrity.  Importantly, we stand alone and our ownership remains with our five Principals so you can be confident that we will put your needs first and implement complex strategies for your benefit.

Morrows partners with you.  We earn your trust through our proven reputation, personalised service, innovative solutions and the ability to solve your complex problems across various financial disciplines.  Our knowledge assists you to build, maintain and protect your family’s wealth, providing you with a feeling of security so that you can achieve your lifetime goals.

That’s why Morrows is your “OneTeam Advice House”. 

Partner. Innovate. Achieve.

Investment-Wide

Our knowledge assists you to build, maintain and protect your family’s wealth – providing you with a sense of security.  We work with you to make informed decisions about your financial affairs to help you achieve and maintain your desired lifestyle. Our team’s value-adding approach addresses your goals, taxation affairs, cash-flow requirements, investment and estate planning needs.

Our ‘Consultative Client Management’ involves a unique system of classifying your attitudes and values, and supporting them with appropriate service deliverables, education and ongoing communication.

Put simply, it allows us to align and tailor a service that best fits the way you want to manage all aspects of your life.

Morrows Private Wealth has received the following awards in recognition of its exceptional services to clients.  Principal-owned and controlled, it is committed to fair, professional fee arrangements and services.

  • BT Financial Group: National Licensee Select Practice of the Year 2011
  • BT Financial Group: Victorian Licensee Select Practice of the Year 2010
  • Securitor: National Licensee Select Practice of the Year 2008
  • Securitor: Victorian Licensee Select Practice of the Year 2008
  • Securitor: Licensee Practice of the Year 2005

Strategic Advice

Morrows Private Wealth is the holder of an Australian Financial Services Licence (No 244119), ABN 94 517 928 276.

The most effective way to achieve your financial goals is to have a professionally prepared strategic financial plan. Morrows Private Wealth’s Strategic Advice team will help you understand and assess your situation, and then assist in formulating and implementing strategies that will achieve your financial and lifestyle goals.

The Morrows Private Wealth team partners with you to:

  • Make informed decisions about your financial affairs and direction
  • Develop a strategic plan that will help you to achieve, maintain and protect you and your family’s desired lifestyle goals
  • Prepare realistic and manageable cash flow strategies
  • Understand risk and how it applies to various strategies and investment portfolios

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Portfolio Construction and Investment

Morrows Private Wealth is the holder of an Australian Financial Services Licence (No 244119), ABN 94 517 928 276.

The Morrows Private Wealth Investment Committee is responsible for reviewing the economic environment and global investment markets so that proactive and timely decisions can be made on behalf of our clients.  The Investment Committee oversees our investment process and ensures that our investment philosophy is applied efficiently across all of our client portfolios.

Morrows Private Wealth’s Investment Committee engages independent, external asset consultant, Zenith Investment Partners, to scan a range of worldwide opportunities to assess, stress test, and reconcile recommended asset allocations to market forecasts and expectations. Zenith provides us with investment research, portfolio construction consultation, performance reporting analysis, and risk management strategies.  This diagram summarises our structure and process.

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Protecting You, Your Family and Your Assets

Morrows Private Wealth is the holder of an Australian Financial Services Licence (No 244119), ABN 94 517 928 276.

You would be a unique person if you relished sitting down with your family or friends, to discuss what will happen to their financial situation if you died or suffered an injury or illness.

The Morrows Private Wealth team knows that you need the complexity taken out of insurance so we listen to you and discuss it with you to ensure you have adequately protected yourself, your income and your wealth. We can help you articulate your goals and understand your needs based on lifestyle requirements, debts and family responsibility.

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Your Business Succession

Morrows Private Wealth is the holder of an Australian Financial Services Licence (No 244119), ABN 94 517 928 276.

Business succession planning aims to preserve and maximise the value of a business by facilitating the transfer of the entity or share in the entity in the event of retirement, illness or death of a business owner.

A business succession plan has the ability to provide peace of mind by putting in place various legal arrangements to ensure a smooth transition of control in the event of unforeseen circumstances. It also has the potential to avoid unnecessary family business partner disputes. The following video outlines a situation in which Morrows Private Wealth has worked with our Mildura representative to assist family members with business changes following the death of a key person.

Greg Milton, DHM Private Wealth

The Morrows Private Wealth team can help you formulate a strategy through developing:

  • Workable and enforceable buy/sell agreements
  • Strategies to utilise gifting provisions
  • Appropriate valuations of your business
  • Vendor term arrangements or Insurance policy structuring
  • Financing arrangements to allow for ownership transition

The Morrows Private Wealth team members are specialists in business and farming succession planning arrangements and documentation.

A correctly structured business succession plan will address the interests of the departing owner and his/her family, and the interests of the surviving owners and their families. Effective business succession planning is a fluid and ongoing process, and must be revisited regularly in line with your changing circumstances.

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Creating Your Legacy Through Philanthropy

Morrows Private Wealth is the holder of an Australian Financial Services Licence (No 244119), ABN 94 517 928 276.

At the Morrows Group, we are determined to motivate you to achieve your lifetime goals, which may include making a meaningful contribution to society, by sharing the results of your success with others.

In the past, many of our clients have expressed their desire to give back to the wider community and have done so through support to initiatives that foster the arts, fund medical research and raise awareness of illness, promote the environment and sustainable living, as well as focus on social welfare or projects that aim for empowerment through education.

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Private Banking

Our long history and high standing in our areas of expertise have lead to a unique alliance with Bank of Melbourne Private, with a dedicated Relationship Banker on hand to provide insights and support you may not receive elsewhere.

Bank of Melbourne Private entered this alliance due to Morrows Private Wealth’s track record in hands on advice and outstanding personal service.  Together we set ourselves apart from our competitors by providing you with a more seamless experience.

Bank of Melbourne Private

Neither Morrows Private Wealth nor any other division of the Morrows Group or their representatives receive any payment for referring to the Bank of Melbourne Private.

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