Introduction

My name is Travis Morien. I am an independent, fee for service adviser offering totally impartial advice on all major forms of investment, superannuation, tax planning, life and disability insurance and mortgage financing.

I am an authorised representative of Taylor Financial Planners, a small financial planning and accounting practice in Subiaco, Perth. I have no affiliation with any insurance company, fund manager or other financial product manufacturer, and as such have no restrictions on the types or brands of investment I may recommend, and may select from the full range of Australian investment alternatives without any bias.

I have another web site if you are interested in learning more about investment, http://www.travismorien.com/FAQ.htm. At my other site you will find an enormous amount of information, the managed funds and portfolio management sections are particularly relevant to the investment strategies I recommend to clients, so you might want to have a good read of those.

I am available to give financial advice on all forms of investment to all Australian citizens and residents, in all states and territories of Australia. Distance is not a problem, if you can read this then you can probably also read email, I will be happy to send out information packs by post if you request one. I can give limited advice to Australian non-residents, but I will be the first to admit that I know very little about international tax systems or social security, so advice in this situation is limited to investment advice only.

Disclaimer:

It is not the intention of this web site to make personal securities recommendations. Fund selection, risk management and asset allocation are complex matters that should not be attempted by beginners without either substantial self education or personal advice. Strategies mentioned in this web site have provided superior returns in the past, but past performance is no guarantee of future results.

All content of this web site is copyright © Travis Morien, 2004.

This is the non-frames version of this web site. The frames version is more convenient to read if you have a newer web browser and a large screen, however I've provided a non-frames version where articles open in a new window for the convenience of viewers with older computers.

Taylor Financial Planners

Dealing with financial planners

Developing an investment strategy

Risks

Clients

Why Low Fees are Good Fees

Fees

Contact details

Links

Investment books

Downloads

Investment FAQ