Morgan Stanley
Wealth Management

Holistic Financial Planning

Our Financial Planners will work with you to create a roadmap for life that adapts over time to help you achieve your goals—and protect your legacy.
What is financial planning and why is it important?

Financial planning involves assessing your current position, objectives and time horizon to develop and implement a comprehensive, tailored wealth strategy designed to support your financial success. Whether you’re starting a family, buying a home, preparing for retirement or planning how to leave your legacy, a financial plan can help you achieve your goals and ensure you aren’t missing any important steps or opportunities on your financial journey.

 

Why should I work with Morgan Stanley Wealth Management Australia?

Our highly qualified Financial Planners can provide you with a customised financial plan to address your goals for wealth creation, preservation and transition. Additionally, our outstanding investment capabilities and global research program help us support even the most complex financial needs. Find out more about our research capabilities.

 

 

Client Advice Process

  1. Discover

    Our relationship begins with a thorough understanding of you—your needs, your lifestyle and family, and your goals for the future.

  2. Create

    We work with you to develop a roadmap to help you achieve and protect the outcomes you envision. We’ll incorporate retirement, estate, philanthropy and tax planning strategies and factor in your goals for wealth generation and preservation.

  3. Act

    Next, we set your financial plan in motion and will help you implement solutions suited to your needs.

  4. Adjust

    Achieving your goals requires vigilance and flexibility. We help you monitor your progress and make adjustments to meet your needs as your life evolves, markets and tax laws shift, and your priorities change.

Our Areas of Expertise

Our Financial Planners take the time to understand you, your needs and goals to devise a plan that gives you confidence in your financial future.

Structuring

Your Morgan Stanley Financial Planner can review what structures you currently hold your investments within, as well as any future investments, considering appropriate asset protection, tax minimization and cost outcomes.

Cash Flow and Budgeting

Your Financial Planner will perform a net worth and cash flow analysis to help identify comprehensive savings and investment strategies, incorporating these into your financial plan.

Superannuation and Retirement Planning

Your Morgan Stanley Financial Planner will help you to determine the lifestyle you want in retirement, and provide wealth solutions that enable you to achieve it.

Debt Management

Your current debt structures and gearing levels can be reviewed, with advice provided on whether they remain appropriate within your overall financial strategy.

Estate Planning

Careful estate planning can ensure that a good part of the wealth you have accumulated over a lifetime is protected and distributed according to your wishes, whether to your family or favorite charity.

Philanthropy

Your philanthropic efforts should be managed as strategically as the rest of your wealth. We can review your situation and provide insights on innovative giving strategies and effective grant-making.

Taking the First Step

Talking to your Morgan Stanley Wealth Management Financial Planner is the first step to developing a plan for life.

Contact us