Morris Alexander

For more than a decade, I’ve walked alongside people as they’ve faced one of life’s most pressing questions:

“How do I create the life I want without being held back by money?”

My journey in finance has spanned over 10 years across financial planning, portfolio analysis, investment management and business advisory. Along the way, I’ve seen the joy of clients achieving their dreams and the stress of those paralysed by financial uncertainty. That is why my mission goes beyond numbers. It’s about helping you take back control, remove the anxiety around money, and live a life that feels truly rich.

I’ve built my expertise through a Bachelor’s in Business & Commerce (double majoring in Financial Modelling and Behavioural Economics), a Graduate Diploma of Financial Planning, a Diploma of Financial Planning and a Master of Financial Planning. More importantly, I’ve never stopped learning because the financial world evolves and my clients deserve advice that is always ahead of the curve.

Money is not the goal -it is the tool so you can buy back your time – the only commodity you cannot get back so you can do the things you really love. My role is not to drown you in jargon, but to educate, empower and simplify so you feel confident about every decision. I believe that the highest form of wealth isn’t measured in bank balances but in the freedom to wake up each day and ask: “What do I want to do today?”

My career goals are bigger than myself:

Make financial advice accessible to every Australian - not just the wealthy few, but the families, the workers, the everyday people who need it most.

Make financial literacy a mandatory subject in every high school by 2030- so the next generation grows up confident, capable and free from financial fear.

So, if you’re feeling lost, overwhelmed, or simply ready to take control of your financial future, I invite you to take the first step.

Together, we’ll transform money from something that controls you into something that empowers you.