Morgans Financial Ltd Richmond
Investment Management - Melbourne, Victoria, Australia
Morgans Financial Ltd Richmond Employees
Morgans Financial Ltd Richmond Details
"We are a full service wealth advisory firm. Our client value proposition is based on three key drivers - LISTENING, CARING & ENGAGING. Our mission is to help our clients reach their TOMORROW. We recognise that everyone's tomorrow is different, and only by applying a personal approach can this be achieved. We engage with our full service clients on a very personal level placing a deep value on each relationship. Most of our clients through their journey have become our close friends because of our personal approach. From a client perspective this means a tailored individual approach."Our engagement process starts with a dialogue, followed by a strategy session where we qualify and quantify what our clients are trying to achieve. Because of this structured process oriented approach the outcomes we achieve are excellent. Our clients have a road map and clarity of vision in what they are looking to achieve.We provide investment advise to successful professionals, entrepreneurs, and elite sportspeople. Our clients seek professionally tailored advice, and a management solution because they recognize their time is precious and therefore lack the resourcing to get the desired results. Our clients deal with a team of advisers with vast industry experience whilst having a personal relationship with a key wealth manager.Brerona Capital Advisers (BCA) was established in 2010. BCA holds the management agreement with Morgans Financial Limited whose licence it operates under.
