Morgans - Port Macquarie

About

Morgans Port Macquarie is the region’s largest and most experienced financial planning and wealth management firm. We are a team of ten highly competent financial advisers supported by a number of professional administration staff. Our combined financial service experience spans more than 170 years and together we hold 26 finance related tertiary qualifications including Diplomas, Bachelor Degrees, Graduate Diplomas, Masters and CFP programs.” We provide you with the comfort and confidence that comes from quality financial advice delivered by a competent adviser who will be around for the long term. Our advisers help identify what financial resources you might have available to you today and then assist you to clarify your goals and objectives for tomorrow. We tailor a plan to achieve your goals then help you navigate legislative and economic issues, address administrative complexity, mitigate risks and maximise the opportunities that come along the way.