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Businesses in Southbank

13 Aug 2015

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The team at the newly-established Morgans Southbank branch understands the importance of building personal relationships with all of its clients.

As part of Australia’s largest retail broking company, the new Southbank office is one of more than 60 Morgans branches in Australia, which specialises in servicing retail investors.

Owned and operated by an experienced team of four, senior adviser Michael Ibbott said the Southbank branch offered customised advice to its clients across a range of asset classes.

“The business is actually owned by us, so I suppose you could argue because we’ve got the skin in the game we benefit and suffer if we don’t perform well or look after our clients,” he said.

“It’s about working as a team with our clients. We’re not just here to be investment managers, we are also looking to educate and help them make decisions and work towards their goals.”

“That’s unique as opposed to putting your money with a fund manager and that’s the end of your involvement. This is about taking control of your own destiny and working with someone to do so.”

Consisting of other senior advisers Campbell Walker, Matthew Reid and Michael Aladjem, each member of the Southbank team possesses more than 15 years experience in advising private clients in the financial services industry.   

The branch provides comprehensive advice across a range of areas including stockbroking (domestic and international equities), financial and retirement planning, superannuation, managed funds, cash and fixed interest and derivatives.

It specialises in giving direct share investment advice within self-managed super funds (SMSFs).  

As Campbell Walker explained, the team’s relationship with all of its clients was built on a long-term foundation of trust and experience.  

“We’ve all been through the tech wreck in the year 2000, the resource boom from 2002 to 2011 and bust since 2011, the GFC, and also the European/Greek debt crisis,” he said.

“We’ve had a loyal and happy client base for a long time because the key is recognising that we’re not going to get everything right (and our clients know that) but it’s how we manage it when we get it wrong.”

According to Michael, the team’s main focus is on ensuring wealth security by tailoring every individual portfolio to the risk profile and future needs of each and every one of its clients.

“Part of getting to know the client is getting to know you and it’s completely personal. If you don’t have a personal relationship with a client you become a commodity. It’s as simple as that,” he said.

 “A lot of it is just regular contact. Some of my clients I speak to at least once a day, others a few times a week, some monthly or just quarterly – it’s just what suits. Our work is all about personal relationships.”

Situated at Riverside Quay in Southbank, Campbell said the team and all of its clients alike loved doing business at its new vibrant and relaxed location.

“All of our clients are enjoying it down here – it’s very accessible and it feels like you’re away from the city and the hustle and bustle.  There’s an enthusiastic and much more relaxed feel,” he said.

“People love it because it’s so close to Flinders St Station and we are situated in amongst all of the cafes and restaurants – it has a great feel to it down here”.  

For more information visit

www.morgans.com.au/southbank

Morgans Financial Limited AFSL 235410

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