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.

Taking the First Step

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