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Carnegie Morgan Hill is an integrated financial planning company providing advice through the Carnegie Morgan Hill Group of companies; Carnegie Morgan Hill Financial Services, Carnegie Morgan Hill Finance Pty Ltd and Carnegie Morgan Hill Property Services. Our focus is to continually and value and educate our clients and it is perhaps this that has resulted in the Carnegie Morgan Hill Group being Australia’s fastest growing Financial Planning company for two years in a row in the BRW Fast Starters list.

Carnegie Morgan Hill Financial Services specialise in investment structures to build wealth and reduce risk through bespoke investments for our clients.

Our Financial Planning Process starts with an initial telephone discussion to get a basic overview of your current position and goals. You then sit down with an Adviser to thoroughly assess your assets & liabilities, cashflow and discusses your goals and risk profile. Following this, your information is submitted to Our Panel of highly qualified professionals to develop your tailored Financial Plan. A member of Our Panel will then call you to clarify any of the finer points before you meet with your Adviser who will present your Strategic Financial Plan. Once you understand and are comfortable with the strategies that we have developed for you, your Adviser will work with you to implement your plan over the coming months.

Our Investment Committee review the best strategies and structures available to ensure that your Adviser provides you with the optimal risk weighted return based on your preferences and current position. Many senior market people have confirmed our strategies and structures as being at the forefront of the industry. We typically utilise strategies only previously utilised by the ultra wealthy and through our size are able to make them available to working class Australians and company executives.

As an example, one of our recent structures have allowed our clients to borrow and invest i

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