Wealth Management

Tailoring Your Path to Sustainable Wealth

Morrows Private Wealth Pty Ltd ABN 97 081 090 084. Morrows Private Wealth is the holder of Australian Financial Services license 244 119.

At Morrows Private Wealth, we offer more than financial advice—we provide a trusted partnership to help you achieve your goals. Led by Laurel Moulynox, recently recognised in the Barron’s Top 100 Financial Advisors, our team combines award-winning expertise with a commitment to delivering tailored wealth management solutions.

How We Look After You

At Morrows Private Wealth, we provide a range of tailored services designed to help you achieve your financial and lifestyle goals.

  • Holistic Strategic Advice: Comprehensive financial planning, superannuation and retirement planning, wealth creation, cash flow and debt management, and inter-generational wealth transfer. Learn more
  • Investment Strategy: Personalised portfolio design, active management, access to niche opportunities, comprehensive market insights, portfolio administration and reporting, and education throughout your financial journey. Learn More
  • Estate and Family Succession Planning: Preserving your family’s values, securing your legacy, and ensuring your loved ones are well cared for. Learn More
  • Risk Insurance Protection: Covering Life, TPD, Income Protection & Trauma, along with business succession planning through Buy/Sell Agreements. Learn more
  • Aged Care Advice: Tailored solutions for retirement planning, budgets, and projections. Our advisors provide detailed reports and financial strategies to help you navigate aged care funding options and optimise your wealth. Learn More
  • Philanthropy: Support your desire to give back to society by creating impactful contributions in areas like arts, medical research, the environment, social welfare, or education. We help align your philanthropy with your broader financial goals to make a lasting difference. Learn More

Why Choose Us

  • Established Relationships and Expertise: Since 1997, our Private Wealth division has built trusted client and partner relationships, offering stability and confidence in our advice.
  • Independent Solutions: Holding our own Financial Services Licence, we have the ability to tailor investment solutions, as we are not tied to any products or institutions.
  • Proven Investment Approach: We believe the best risk-adjusted returns can be generated in non-traditional and private markets, our portfolios steer away from traditional major listed markets.
  • Comprehensive Expertise: Benefit from our One Team approach, combining advice across multiple financial disciplines to support all aspects of your life and wealth journey.
  • Financial Concierge Service: Our advisors can provide comprehensive assistance to optimise cash flow, manage cash transactions, and maximise returns on savings.
  • Reliable and Transparent: As fee-for-service advisors, we offer institutional-quality investment strategies without product or institutional bias.
  • Guidance Through Market Cycles: Our institutional investment process focuses on risk-adjusted returns, supporting you through all market conditions.

If you’re looking for a long-term partner to build a financial strategy that secures your future, let’s take that journey together.

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For more information please contact us