Morgans

A Smarter Digital Experience for One of Australia's Leading Wealth Firms

Financial Services

Morgans Financial is one of Australia’s largest full-service stockbroking and wealth management firms, with offices across the country and a reputation for trusted financial advice. With a broad and complex set of audiences, from high-net-worth clients to institutional investors, their digital experience needed to be clear, professional and easy to manage internally.

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The Challenge

The existing website was difficult to update, poorly optimised for mobile, and lacked a scalable content structure. With stakeholders across the business, Morgans needed a flexible platform that could support multiple teams, maintain brand integrity and provide a better experience for clients navigating investment services and research content.

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The Solution

TAG rebuilt the Morgans website on Webflow Enterprise, delivering a modular, mobile-first design that could grow with the business. We worked closely with their Brisbane-based team across strategy, UX and CMS architecture to ensure alignment. Navigation was streamlined to support key investor journeys, and a scalable publishing framework was created to give internal teams full control without relying on developers.

Testimonial

TAG were the ideal partner to help us continue to evolve how the marketing function can support the broader business. They were transparent, approachable, and helpful throughout not only the website design & build process, but also in helping embed and upskill people in our organisation to get the most out of the patform.

Niki Barton

Chief Marketing Officer, Morgans