Private Wealth

Morrows Private Wealth is the holder of an Australian Financial Services Licence (No 244119). Independently owned, it is a fee for service advice based house. Morrows Private Wealth provides expert advice with integrity.

We work with you to make informed decisions about your financial affairs to help you achieve and maintain your desired lifestyle. The Morrows value-adding approach addresses your lifestyle goals, taxation affairs, cash-flow requirements, investment and estate planning needs. Our investment process utilises a risk profiling and wealth personality testing regime. We translate the result into tailored portfolios ranging from conservative to high growth asset allocations.

Morrows utilise independent asset consultants who scan worldwide opportunities to assess, stress test and reconcile recommended asset allocations to market forecasts and expectations. Our 'Consultative Client Management' is 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 service that best fits the way you want to manage your wealth.

2008 Securitor / Asgard national licensee of the year.