Financial advice rooted in local experience and expertise—backed by global reach and resources.
Your Morgan Stanley financial adviser can help you tailor an investment strategy for your needs and goals. Our investment platforms can simplify the implementation and management of your strategy via a broad range of options and offerings across major global investment markets.
Whether you’re starting a family, buying a home, addressing health-care needs or transferring the family business to the next generation, as you prepare for retirement, you need a wealth plan. Our financial advisers will work with you to create a roadmap for life that adapts over time to help you achieve your goals — and protect your legacy.
How you manage your cash can be critical to the success of your wealth plan. As a core part of our wealth management services, we offer cash-flow planning and cash management solutions that align your day-to-day needs with your long-term ambitions.
We offer a comprehensive and practical approach to financing your investments. Choose the services you need — including margin lending, options and instalment gearing — and integrate them with a powerful borrowing facility that can help you achieve specific investment goals.
Estate planning can help you preserve assets, reduce taxes for heirs and unlock opportunities for future generations and charitable pursuits. Our financial advisers engage specialists in trusts, insurance, philanthropy and family dynamics to help customise estate and wealth transfer plans.
Appropriate insurance coverage is essential to financial planning. Structured correctly, it can help protect your financial future and provide you and your loved ones with peace of mind. Your Morgan Stanley financial adviser can guide you to the coverage you need, from life and income protection, to disability or other insurance, along with recommendations from a range of leading providers.
As one of Australia’s leading providers of financial services to institutions, Morgan Stanley delivers innovative solutions and outstanding service, backed by global resources and expertise. Our corporate advisory experts advise and execute deals for a broad range of institutional clients, including superannuation funds, investment managers, large corporate entities, not-for-profit organisations, significant family offices, and banks and other financial institutions.
Corporations, organizations and governments around the world rely on Morgan Stanley’s reputation as a global leader in M&A, corporate advisory and capital markets. Our advisory and capital-raising services are recognized as among the best in the industry.
Information is a commodity. Good investment decisions require access to insight and knowledge.