Be yourself

There’s no one exactly like you. We all have our own hopes and fears. We all have our own goals and ambitions. And we’ll all face our own challenges.

Be yourselfBe yourself
Helping you control and shape your financial future in a way that suits you is what we do. And we’ve been doing that for our clients for nearly half a century.

We recognise a financial life plan has to be as unique and adaptable as you are. And it has to evolve and grow with you.

We’ll work closely with you to create the right plan to help you get to where you want to be, with no surprises along the way.

To do that we need you to be true to your values and principles. We need you to be challenging. We need you to be engaged. We need to keep you informed.

We believe in advising you, not your money.
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Plan. Protect. Grow. Repeat

However well-constructed a plan is, things will change over time. That’s why we never stop protecting your interests and preparing for the future you want. We’ll continue to adapt your financial plan regardless of what life throws at you. It’ll grow and evolve over time, just as you do.

Living your life
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Wealth of learning

There’s a lot of information out there about finances. Some of it’s great. But there’s also a lot of noise. We only bring you information and insight you can trust, to keep you informed on the helpful stuff that effects you.

Grow

What’s the best way to diversify your investments?

What’s the best way to diversify your investments?

If there’s one thing that we’ve learned from more than 60 years of academic research on portfolio construction, it’s that diversifying your investments is a very good idea. Having a diversified portfolio not only reduces risk, but it can also improve your expected returns. What’s more, it gives you a smoother ride towards your investment goals.

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Grow

Diversification — more than just a free lunch

Diversification — more than just a free lunch

You don’t hear market pundits waxing lyrical about the benefits of diversification. The “experts” you read about in newspapers and investment magazines generally aren’t those sensibly putting their eggs in different baskets.

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Plan

Attaching a monetary value to financial advice misses the point

Attaching a monetary value to financial advice misses the point

These days we’re obsessed by value — not just businesses, but individuals too. We all want to make the most of the limited financial resources at our disposal, and quite right too.

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Be safe and secure with the Murphy Wealth App

Make better financial decisions that will help you achieve your goals with the Murphy Wealth app and keep up to date with all of your investment information anytime, anywhere. It’s free to download on your mobile device here.

A wealth of awards

We’re not ones to blow our own trumpet, but when you’ve been awarded so many times for being the best at what we do, well, we can’t be shy can we?

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2020
Small Advice Firm of the YearMoney MarketingSmall Advice Firm of the Year
2020
Next Generation Advice Firm of the YearMoney MarketingNext Generation Advice Firm of the Year
2019
Financial Adviser of the YearGrowth Investor AwardsFinancial Adviser of the Year

Get in touch with us today