Morgans Port Macquarie exists to help you get the most out of life. We believe that everyone has the ability to succeed and reach their potential in life and we are confident that we can help you in that journey.
To do this, we firstly help you to feel in control of your finances by assisting you to understand the relationship between your life and your money and helping you set your life goals and objectives.
We then help you to achieve these goals and objectives by delivering excellence in a range of services from stockbroking, financial planning and superannuation advice. This allows you to feel confident about having enough money to support the lifestyle you desire.
Morgans Port Macquarie is proud to offer quality financial advice to our clients driven by strategy – not product. We are owned and managed by local advisers and have no bank or fund manager interference to create potential conflicts of interest.
For more information about our full range of services please click here.
Since our establishment in 1996, our practice has grown to become one of the largest, most highly qualified and experienced teams of professional Financial Advisers in regional Australia.
Our clients enjoy great confidence from our professional team who are committed to delivering a personal approach and the highest quality advice.
As a client of Morgans Port Macquarie, you will relax knowing that you are supported by our senior advisers, associates and professional support with over 200 years of combined financial services experience and over 40 tertiary related qualifications.
Our structure provides a unique model in the financial services industry. We successfully combine the resources of a sophisticated financial institution, an award-winning Australian research team and a small business focus where staff and clients are genuinely valued by local owners.
You can find out more about our team here.
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