Constructing investment portfolios suitable for your risk profile and investment objectives

Investment portfolios that perform well in all market conditions.

MOR Financial Planners look at the ‘big picture’ in the economy and fiscal world and break those components down into finer details.

The different industrial sectors and asset classes are analysed and those that are forecasted to outperform are selected. Specific investments are then further analysed. Those that are believed to be successful are chosen as investments.

MOR believe in the long-term benefits that share dividends and franking credits can provide in achieving investment returns, but also in providing a growing income stream for you as a client.

With a focus on both quality and value when researching and analysing companies to include in portfolios, we have access to the research resources of the following:

●      Morningstar

●      Mercer

●      Morgan Stanley