Enriching the Community with Morgans Noosa
There’s always plenty of people ready to give you their opinion on where to invest your hard-earned money. John Caruso meets the local team who are committed to fostering long-term community relationships as well as helping locals secure their financial future.
Whether you listen to it, watch it, or read it, the news can often scare you. Nice headlines don’t sell too many papers.
Add the often-confusing details and data in the financial reports and you can be left with more questions than answers.
Wealth creation and planning for an independent financial future and retirement needs to be managed by a team that’s not only trustworthy, but also experienced and respected. It needs to be managed by someone you can trust to make sense of the options available.
Morgans was established in Brisbane in 1982 as a full-service retail stockbroker and financial management firm. Their brand and reputation has grown over the years, becoming Australia’s largest wealth management firms with over 60 offices around the country.
Andrew Stafford is the Principal of Morgans Noosa and after founding the office in 2004 continues to manage the branch on Mary Street in Noosaville.
Andrew is an advocate for the arts and local charities, President of Noosa Alive! and a passionate local heading up a professional team of financial advisors and stockbrokers.
“Our client base is diverse, which reflects a large demographic of the area we operate in,” he said.
“We manage wealth for many retirees in our community, and also local families and high-net-worth individuals.
“Our team of advisers who work for Morgans Noosa have been with the company for many years, and have many local community connections; including one of our team members who has had a long relationship with the Association of Independent Retirees for about 15 years.
“We understand the importance and benefits of having our clients deal with a local advisor and having an office filled with professionals who are entwined in the Noosa community.
“The team is diverse, so no matter what our client’s requirements are, we can match an advisor to their needs.
“We offer a premium service. Our processes and advice are streamlined, friendly and down-to-earth.
“The people that choose to do business with us experience this every time they walk into our office or speak to us on the phone.”
A full suite of financial services is on offer at Morgans Noosa including stockbroking and financial planning with access to shares listed on the Australian Stock Exchange (ASX) and global stock exchanges if clients are looking for international exposure.
Initial public offerings, or IPOs as they’re known, are part of the Corporate Finance offering.
This means Morgans Noosa can provide clients with exposure to new companies that are about to list on the ASX.
“With our financial planning we can help create and manage your wealth depending on what stage in your life you’re at, from wealth accumulation through to transition into retirement, and retirement planning itself,” he said.
“Part of our core business is wealth creation via superannuation, including Self-Managed Super Funds (SMSF) and our service includes set-up advice, roll-overs, investments, administration, and compliance.
“Estate planning is another area we manage along with margin lending for clients looking for leverage into the market, tax planning and fixed interest arena.”
Trustworthy advice, nurturing clients and high-quality service driven by strategy and not by product are some of the local brand’s most important values.
“We’re driven by a strategic view with a wider autonomy over where and how we invest for our clients,” Andrew said.
Morgans Noosa have built relationships with many iconic and renowned institutes and associations over time including sponsoring Sunshine Beach Surf Club for more than two decades and supporting the Noosa Rugby Union Club and Noosa Yacht Club for many years.
“Being actively involved in community initiatives is really important for us and I hope existing clients and potential new clients see the value in what we do at a local level,” Andrew says.
DISCLAIMER: Financial advice in this article is of a generic nature. For personally tailored advice and a comprehensive assessment make an appointment to speak to the team at Morgans Noosa.
