Jean-Michel Morelli helps clients achieve their financial goals through his personalised approach to wealth management. Utilising a comprehensive suite of investments and wealth planning solutions, he serves families, business owners, executives and their employees.
Jean-Michel first began defining his core principles during his Bachelor of Science degree in psychology. From these early stages grew an appetite for helping others, and a curiosity for understanding people. This desire soon grew into the world of finance where Jean-Michel has since spent 6 years devoting his focus to his clients. Jean-Michel holds advanced tax qualifications and specialises in helping clients with complex needs and requirements.
A key focus for Jean-Michel is adding real value to his clients’ situation. He has a strong understanding of the importance of taking the time to identify individual client circumstances, responsibilities and ambitions, before designing and implementing a personalised financial strategy and keeping it under continual review. It is his belief that good investment management requires creativity, conviction, accountability and transparency.
Jean-Michel is committed to maximising your current position and ensuring your foundations are in order. Following that he can help you build on this with confidence, helping you to achieve the freedom of choice and security that most crave as life progresses.
In his spare time, Jean Michel is a keen runner and swimmer.