Morrows - Morrows Private Wealth

Overview

Morrows Private Wealth provides integrated advice across financial planning, investments, retirement, succession and family wealth. Its private wealth division reports operating since 1997 and holding Australian Financial Services Licence 244119. ASIC identifies its Professional Registers Search as the official source for checking Australian financial services licensees and licence status.¹⁴

History

Morrows was founded in 1960 by Leonard (Len) Charles William Morrow. The firm has since developed a broader platform spanning wealth management and professional advisory services.²

Timeline

1. 1960Morrows was founded in 1960 by Leonard (Len) Charles William Morrow.
2. 1997Its private wealth division reports operating since 1997 and holding Australian Financial Services Licence 244119.

Leadership

Laurel Moulynox is Managing Director of the Morrows Group and leads the Morrows Private Wealth team. Her expertise includes taxation, superannuation, financial and estate planning, investment advice, portfolio construction, high-net-worth family wealth management and philanthropy.³

Chris Molloy is Executive Director, Wealth and Chief Investment Officer. His work covers investment markets, portfolio construction, complex superannuation and financial planning advice.³

Kyle Brumley is Executive Director, Wealth and a Senior Advisor. His practice includes portfolio construction, investments, taxation, superannuation, retirement planning, insurance, social security and estate planning.³

Services

Morrows offers holistic financial planning, superannuation and retirement planning, wealth creation, cash-flow and debt management, and intergenerational wealth transfer advice.¹

Its investment services include personalised portfolio design, active management, niche investment opportunities, market insights, portfolio administration, reporting and investor education.¹

Additional private wealth services cover estate and family succession planning, risk insurance, aged-care financial planning and philanthropy.¹

The wider Morrows offering also includes accounting, business advisory, tax, legal, lending, superannuation and family office services.²

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Retirement planning

Client focus

Morrows says it supports high-net-worth families, business owners, small and medium-sized enterprises, not-for-profit organisations and family groups through its wealth, tax, accounting and advisory teams.³

Approach

Morrows describes its private wealth approach as independent and fee-for-service, without ties to particular products or institutions. The firm says it focuses on tailored advice, risk-adjusted returns and investment opportunities in non-traditional and private markets.¹

FAQs

Related resources

• LocationMultifamily offices in Australia

  This Australia focused overview helps a family or business owner place Morrows within the local multifamily office market. It provides regional context for comparing how firms may address financial planning, tax, estate matters, superannuation and family office administration for Australian clients.

• GuideMultifamily office services

  This guide outlines the range of services a multifamily office may coordinate for one household or business family. Use it to consider how Morrows' financial planning, tax planning, estate planning, philanthropy, bill payment, insurance and retirement support might fit your needs.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers directories and practical playbooks for owners managing family enterprises. A reader considering Morrows can use these materials to identify governance, succession, tax and administration questions that may need attention alongside wealth management and business advisory work.

• GuideHow multifamily offices invest

  This investing overview explains common approaches multifamily offices use when allocating family capital. It can help an Australian business owner or wealthy family prepare questions about investment oversight, risk, retirement objectives, philanthropy and how investment decisions relate to tax and estate planning.

• Similar firmsGoodman Private Wealth
  Odin Financial Pty Ltd
  Perpetual Group

  Profiles of Goodman Private Wealth, Odin Financial Pty Ltd and Perpetual Group provide other firms to review on this site. Comparing their stated services, client focus and Australian presence with Morrows can help a family or business owner define priorities before contacting an advisory firm.

Sources

1. Morrows Private Wealth services
2. Morrows history
3. Morrows team
4. ASIC Professional Registers Search

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.