Professionals, Executives and Entrepreneurs

At Morgan Stanley, we understand the time and financial planning pressures faced by talented professionals who are pursuing successful careers. While family and career may be your primary focus, it’s important to find time to plan for your financial future.
Tailored Wealth Management Solutions for Your Unique Needs

With an experienced investment advisory team and specialist financial planning resources at Morgan Stanley, reaching your financial goals can be less challenging and more rewarding. Drawing on the firm’s world-class resources, our Financial Advisers can provide access to the comprehensive capabilities and customised solutions needed to help you keep pace with your busy life.

Financial Planning for Professionals

Comprehensive Service Offering

Morgan Stanley Wealth Management provides a flexible, full-service offering — from investment advice and transaction implementation to the highly complex and specialised needs associated with structuring your own unique wealth plan.


- Investment advice covering a broad range of asset classes, from the simple to the sophisticated


- Investment implementation across major global investment markets


- Financial planning including holistic advice across superannuation, life insurance and estate planning


- Research and insights from our experienced and awarded research analysts and industry experts


Executive Financial Planning and Support for Time-Poor Professionals

As a successful senior executive or professional, your earning power has increased and your financial life has grown more complex. However, you may have delayed acting on your long-term financial goals due to the demands placed on your time. While family and career may be your primary focus today, our team can ensure you work towards your financial future.


Compliant Solutions

As a senior executive or partner, you may be restricted from certain types of trades. We offer solutions to ensure you stay compliant. Our discretionary portfolios allow Advisers to make investment decisions on your behalf based on a sophisticated framework you help to design.


Extended Capabilities for Entrepreneurs

Running your own business is challenging — even once you achieve success. Morgan Stanley helps successful entrepreneurs make the transition from building wealth to managing wealth. Your Adviser can discuss lending solutions with you, advise on how to manage your wealth and even introduce you to investment banking and capital markets specialists.

Get in Touch

Connect with a Morgan Stanley Wealth Management Financial Adviser to map out a plan for your life and career.