Your Morgan Stanley Financial Adviser is your connection to the expertise of an award-winning research team focused both globally and on the specific needs of Australian clients. We believe this combination of global resources, local insight and a personal relationship with a Financial Adviser puts our clients in the best possible position to achieve their goals.
Your Financial Adviser will guide you through the most appropriate investment vehicles to grow, protect and manage your wealth, including family trusts, corporate beneficiaries, SMSFs and Private Ancillary Funds.
What are you most passionate about? What do you want your legacy to be? We understand your desire to create a positive impact. Your adviser can talk to you about your philanthropic goals and explain the options and structures best suited to achieving them.
We understand your circumstances are complex and your goals ever-changing. Our relationship with you is built on an ongoing conversation focused on what really matters to you and your family. We will work closely with you as you build your legacy and with your next generation to ensure they're prepared to take on the responsibilities of managing wealth.