Morrows

We’re excited to announce that Kellie Stark has been promoted to Executive Director at Morrows! 🎉 Since joining Morrows in 2015, Kellie has been a key part of our Business and Tax Advisory division, bringing her expertise in strategic planning, corporate structuring, asset protection, and taxation consulting to help businesses and individuals thrive. This milestone reflects our ongoing commitment to nurturing strong leaders who will guide Morrows into the future while continuing to provide the exceptional, personalised advice you’ve come to expect. With Kellie joining our Leadership Team, we’re proud to now have seven Executive Directors and three Managing Directors working together to secure the financial futures of you, your business, and your family. Learn more about Kellie and what this means for Morrows in our latest media release: https://lnkd.in/gewtsvek #Leadership #MorrowsTeam #BusinessAdvisory #ClientSuccess

Happy New Year! 🎉 We’re back, refreshed, and ready to help you achieve your financial New Year’s resolutions and plans for 2025! As the year begins, it’s the perfect time to reflect on your goals and take actionable steps towards building your ideal future. Whether you're looking to change careers, plan for retirement, maximise your investments, or secure your family’s legacy, our expert advisors are here to support you through your life's journey every step of the way. 👉 Read our latest article for practical tips and thoughtful questions to shape your year: https://lnkd.in/g9w-tqh3 Let’s make 2025 your best year yet! ✨ #HappyNewYear #FinancialGoals #WealthManagement #LegacyPlanning

As the year comes to a close, we want to thank you for your trust and support. From everyone at Morrows, we wish you and your loved ones a lovely Christmas and a wonderful New Year. May your summer holidays be filled with happiness, laughter, and cherished moments with those who matter most. We look forward to continuing to support you in 2025 and beyond! Please note that our office will be closed from tomorrow, Friday, December 20 at 5 pm and will reopen on Monday, January 6, 2025. See you next year!

As we approach the end of the year, it’s time to say farewell and celebrate the retirement our dear friend and colleague, Anne Rollason. Anne has been an integral part of our Morrows One Team, bringing her expertise, dedication, and sense of humour to the Superannuation division and beyond. Her warmth, wisdom, and wit have left a lasting mark on us all, and while we’ll miss her, we’re excited for Anne as she steps into her next chapter. Anne, thank you for everything you’ve brought to Morrows over the years. Here’s to you, Anne—a cherished colleague, mentor, and friend. Enjoy every moment of your well-deserved retirement, and know you’ll always be a part of the Morrows On Team. https://lnkd.in/gkdXyiyS #Retirement #Farewell #ThankYou #MorrowsOneTeam #CelebratingSuccess

At Morrows, we believe in the power of community and the importance of giving back. This holiday season, our Morrows Charity Committee is proud to support the incredible work of the Les Twentyman Foundation through their annual gift drive. Our One Team has come together again this year to donate gifts for needy children, helping bring smiles and joy to families this festive season. Thanks, once again, to Chris Lacey, General Manager of Programs and Carly Napoli from the Les Twentyman Foundation, for visiting our office this week. They personally collected the gifts and shared their heartfelt gratitude for the continued generosity and support from our Morrows team. Through this partnership, we’re committed to contributing to the Foundation’s vital work in transforming lives and creating brighter futures. A big thank you to our Morrows team for making a difference and embodying the true spirit of giving! ❤️ #SeasonOfGiving #CommunityImpact #LesTwentymanFoundation #MorrowsTeam #VolunteerSpirit

Do you envision a happier, more harmonious family? Imagine fostering unity, creating shared goals, and building a legacy that lasts for generations. Summer isn’t just about sunshine and barbecues—it’s the perfect time to reconnect with loved ones and lay the foundation for your family’s future. For some families, these conversations come naturally. However, for others, trust issues, health concerns, or physical distance can make these discussions more challenging. This summer, why not use your time together to spark meaningful conversations that strengthen family bonds and set a positive course for the future? Read our latest article to discover five simple tips and conversation starters to help your family connect and begin these meaningful discussions. https://lnkd.in/gG6X5nez

Congratulations to our Managing Director, Laurel Moulynox, for being named among Barron's Advisor Top 150 financial advisors in Australia! Laurel is one of just 21 women featured on this prestigious list. With the massive generational wealth transfer currently underway, Barron’s highlights the growing importance of strong female representation in wealth management. Women across the country are increasingly outliving their partners and taking charge of their family’s legacy, seeking a female perspective on managing wealth and preserving values for future generations. For over 30 years, Laurel has been dedicated to fostering meaningful relationships, tailoring strategies to meet each client’s unique needs, and empowering families to grow and protect their wealth. Her leadership, combined with our One Team approach, has positioned Morrows among the most respected names in the industry. Well done, Laurel; we are so proud of you and our team at Morrows Private Wealth. https://lnkd.in/gsHa3swW #FinancialAdvisors #BarronsTop100 #WomenInFinance #WealthManagement #GenerationalWealth

If your life insurance policy is more than five years old, there’s a good chance you’re paying more than you should. Many Australians may be unknowingly paying more for their life insurance simply by staying with the same provider. This 'loyalty tax' could be costing you thousands! In our latest article, we explore how this happens and what you can do to reduce premiums and ensure you’re getting the most value from your policy. 👉 Read the full article here: https://lnkd.in/g7UtyGqU Don’t let loyalty cost you. Reach out to the Morrows Risk Insurance team for a review of your current policy and ensure you're getting the best coverage for your needs. #LifeInsurance #FinancialAdvice #LoyaltyTax #WealthManagement #InsuranceReview #MorrowsAdvisory Cameron Peck Mark Butler

Own a holiday home in Victoria? This one's for you! Victoria's Vacant Residential Land Tax is currently limited to the inner and middle suburbs of Melbourne, but from 1 January 2025, new legislation will expand it to cover any vacant residential property or holiday home across Victoria. In our latest article, we explain: ✔️ Key updates to the legislation and what areas it includes ✔️ Details of the holiday home and other exemptions ✔️ How to apply for an exemption and the application deadline With these changes approaching, now is the time to review your property portfolio and ensure you're fully prepared. Reach out if you have any questions. https://lnkd.in/guQuufGP #PropertyTax #WealthManagement #TaxPlanning #LandTax #RealEstate #VictoriaProperty #RealEstateInvestment

In times of need, having easy access to vital personal and financial information can make all the difference for your family. Our latest article provides a step-by-step guide to ensure your important documents, passwords, and digital assets are well-organised and accessible to your loved ones in times of need. 📝 Download our Estate and Financial Emergency Plan to get started and make sure your family has everything they need when it matters most. https://lnkd.in/gwDHESqQ #FamilyPlanning #PersonalFinance #EstatePlanning #LegacyPlanning #MorrowsAdvisory #PeaceOfMind