Overview

"We are a full service wealth advisory firm. Our client value proposition is based on three key drivers - LISTENING, CARING & ENGAGING. Our mission is to help our clients reach their TOMORROW. We recognise that everyone's tomorrow is different, and only by applying a personal approach can this be achieved. We engage with our full service clients on a very personal level placing a deep value on each relationship. Most of our clients through their journey have become our close friends because of our personal approach. From a client perspective this means a tailored individual approach." Our engagement process starts with a dialogue, followed by a strategy session where we qualify and quantify what our clients are trying to achieve. Because of this structured process oriented approach the outcomes we achieve are excellent. Our clients have a road map and clarity of vision in what they are looking to achieve. We provide investment advice to successful professionals, entrepreneurs, and elite sportspeople. Our clients seek professionally tailored advice, and a management solution because they recognize their time is precious and therefore lack the resourcing to get the desired results. Our clients deal with a team of advisers with vast industry experience whilst having a personal relationship with a key wealth manager. Brerona Capital Advisers (BCA) was established in 2010. BCA holds the management agreement with Morgans Financial Limited whose licence it operates under.