Lucas Clayton, CFP®
First Vice President,
Financial Adviser
Direct:
(02) 9775 2036(02) 9775 2036
My Mission Statement
To provide financial leadership and direction as life unfolds, legislation changes and global economic events come and go.
My Story and Services
Lucas is a trusted adviser to legal professionals, medical specialists, senior executives and entrepreneurs wishing to grow, manage and transition their family wealth in a discrete environment.
Lucas brings to the table a wealth of knowledge, breadth of professional experience, a panel of ‘best of breed’ experts from multiple sources, institutional level research and strict strategy and implementation discipline.
Intimately understanding the unique financial challenges facing these professionals and their families, Lucas delivers tailored advice and bespoke strategies, helping his clients to turn their lifestyle and financial ambitions into reality.
Lucas forges lifelong relationships with his clients built on trust. He is proud to provide financial leadership, direction and accountability to them as their lives unfold, their plans change, global events come and go and markets rise and fall.
Lucas acts the point of contact for all strategic financial decisions, facilitating cooperation between the families' other specialist advisers such as lawyers, accountants, private bankers and investment specialists to provide a collaborative and integrated approach to wealth management.
Lucas intimately knows his clients, their main issues and how to solve them, who to go to, and how to bring a holistic financial plan all together.
Lucas brings to the table a wealth of knowledge, breadth of professional experience, a panel of ‘best of breed’ experts from multiple sources, institutional level research and strict strategy and implementation discipline.
Intimately understanding the unique financial challenges facing these professionals and their families, Lucas delivers tailored advice and bespoke strategies, helping his clients to turn their lifestyle and financial ambitions into reality.
Lucas forges lifelong relationships with his clients built on trust. He is proud to provide financial leadership, direction and accountability to them as their lives unfold, their plans change, global events come and go and markets rise and fall.
Lucas acts the point of contact for all strategic financial decisions, facilitating cooperation between the families' other specialist advisers such as lawyers, accountants, private bankers and investment specialists to provide a collaborative and integrated approach to wealth management.
Lucas intimately knows his clients, their main issues and how to solve them, who to go to, and how to bring a holistic financial plan all together.
Services Include
- Strategic Planning
- Asset Structuring
- Tax Planning
- Strategic Asset Allocation
- Portfolio Construction
- Portfolio Management
- Superannuation and Retirement Strategies
- Risk Management
- Wealth Transfer and Estate Planning
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Wealth Management
At Morgan Stanley, we see true wealth management as so much more than just portfolio management.
We see it as the combination of:
• strategic planning
• asset and investment consulting
• project management
We see it as the combination of:
• strategic planning
• asset and investment consulting
• project management
Strategic planning
Most of our clients initially come to us to address the question – will my financial resources enable me to live the life I want to live?
Our strategic planning process commences with first obtaining an intimate understanding of your existing financial position, what you’re trying to achieve and by when.
With this information we’re able to help you develop a personalised strategic plan which is designed to achieve your lifestyle and financial objectives within your desired time frame.
Our strategic planning process commences with first obtaining an intimate understanding of your existing financial position, what you’re trying to achieve and by when.
With this information we’re able to help you develop a personalised strategic plan which is designed to achieve your lifestyle and financial objectives within your desired time frame.
Asset and investment consulting
We help our clients think differently about investment. We reduce the noise of the media and focus on what really matters.
The foundation of our investment approach is based on decades of academic research on the optimal way to build investment portfolios, which has a compelling track record of success.
We adhere to a strict portfolio construction methodology which is founded on a deep understanding of your needs, emphasises the importance of asset allocation, incorporates insight from a broad range of sources, both proprietary and external and focuses on the importance of risk management.
Our asset consulting service will address the four pillars to portfolio construction detailed below, enabling us to tailor an investment strategy to your individual needs and objectives:
• Required Return – the rate of return required to achieve your financial and lifestyle objectives.
• Risk tolerance – your willingness and capacity (ie financial position) to accept investment risk.
• Risk requirement – your need to take on risk i.e. balance taking on unnecessary risk vs. avoiding falling short of wealth.
• Investment horizon – sequencing risk (i.e. the impact of volatility on the value of your investment) and the number of years you’re investing for.
The foundation of our investment approach is based on decades of academic research on the optimal way to build investment portfolios, which has a compelling track record of success.
We adhere to a strict portfolio construction methodology which is founded on a deep understanding of your needs, emphasises the importance of asset allocation, incorporates insight from a broad range of sources, both proprietary and external and focuses on the importance of risk management.
Our asset consulting service will address the four pillars to portfolio construction detailed below, enabling us to tailor an investment strategy to your individual needs and objectives:
• Required Return – the rate of return required to achieve your financial and lifestyle objectives.
• Risk tolerance – your willingness and capacity (ie financial position) to accept investment risk.
• Risk requirement – your need to take on risk i.e. balance taking on unnecessary risk vs. avoiding falling short of wealth.
• Investment horizon – sequencing risk (i.e. the impact of volatility on the value of your investment) and the number of years you’re investing for.
Project management
We often find that our clients have several professionals in their lives across various disciplines (tax, legal, banking, investment and real estate). Unfortunately, we rarely find these professionals working collaboratively for the achievement of a client’s lifestyle and financial objectives. As a result, clients find themselves receiving conflicting advice and stuck managing multiple relationships which is both inefficient and time consuming.
For many of our clients we assume the role of lead adviser, helping set the strategic plan then managing and coordinating the other professionals in their lives to deliver a collaborative and integrated wealth management solution.
For many of our clients we assume the role of lead adviser, helping set the strategic plan then managing and coordinating the other professionals in their lives to deliver a collaborative and integrated wealth management solution.
Client Service Team
Jessica Ng - Client Service Manager
Phone:
(02) 9775 2043(02) 9775 2043
Email:Jessica.Ng2@morganstanley.com
Jessica is dedicated to ensuring clients receive the highest possible levels of service and believes the most effective way to do that is by building truly personal relationships. The most enjoyable part of her role is getting to know clients, their personal circumstances and needs and developing deep relationships that contribute to positive outcomes.
Jessica has worked alongside Lucas for a number of years and is a key element of the holistic approach to client management that Lucas believes is so important.
Jessica holds a Bachelor of Commerce (majoring in Accounting and Finance) along with a Master of Finance (specialising in Funds Management), both from the University of NSW.
Jessica has worked alongside Lucas for a number of years and is a key element of the holistic approach to client management that Lucas believes is so important.
Jessica holds a Bachelor of Commerce (majoring in Accounting and Finance) along with a Master of Finance (specialising in Funds Management), both from the University of NSW.
Location
2 Chifley Square
Level 26 Chifley Tower
Sydney, NSW 2000
AU
Direct:
(02) 9775 2036(02) 9775 2036
Wealth Management
Global Investment Office
Portfolio Insights
Financial Planning
Helping you reach your goals through a flexible strategy designed to grow with you.
- Cashflow Planning
- Building and Protecting Wealth
- Retirement Planning
How to Break the Ice Around Family Finances
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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Tax Planning
Careful consideration of the tax implications of investing
- Income versus capital gain
- Franking credits
- Superannuation
The Benefits of Tax Planning
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Pre-liquidity Event
Optimising your exit strategy through proper planning
- Tax implications
- Investment strategy
- Estate planning
- Philanthropy
Preparing for a Liquidity Event
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Superannuation and Retirement Planning
Working with you to understand your life goals and develop a truly personalised wealth strategy.
- Superannuation accumulation
- Retirement income strategies
- Annuities
Overcoming Your Five Biggest Retirement Challenges
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Ready to start a conversation? Contact Lucas Clayton today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.