Buy shares. Sell shares. Portfolio management. Wealth Management. Superannuation advice. SMSF advice. Life Insurance, Trading ideas. Company research and regular stock ideas.
Morgans Financial at Kedron is conveniently located on the northside of Brisbane and has a long history of providing full service stockbroking and sharemarket related advice to customers for more than 15 years.
Our team of advisers have more than 100 years of experience and can deliver advice on a wide range of investment products and services including superannuation, wealth management, wealth protection, financial planning, retirement income and portfolio management.
We can assist with all aspects of superannuation including Self Managed Superannuation Funds. If you already have an SMSF, our advice can include the investment management or asset selection process. If you are thinking of establishing a SMSF, we can help with this as well as presenting all the options in the ongoing administration and investment strategy.
We believe in the value of long term relationships built on trust via the provision of tailored and professional expert investment advice and personalised service.
Our staff are also experienced with the administration, sale and transmission of assets from deceased estates. Our goal is to help the executors of wills complete their tasks as efficently as possible, at what can be a diffcult time. A Grant of Probate can be an expensive process and we can assist with the navigation of shares and funds to the estate beneficiaries.
Please call for a free consultation with one of our friendly advisers.
We recently relocated from Chermside to ...read more
- buy and sell shares
- trading ideas
- portfolio management
- Self Managed Super Funds
- regular newsletters.
- Direct Deposit