Morgans Financial Limited - Port Macquarie
About the company
Morgans Financial Limited operates in Port Macquarie as a financial advice, stockbroking and wealth management practice. The office was established in 1996 and is owned and managed by local advisers. Its team holds more than 200 years of combined experience in financial services and over 40 tertiary related qualifications. The practice services surrounding areas including Taree, Gloucester, Old Bar, Kempsey and South West Rocks.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
We have found Harrison to be thorough and are very pleased with Morgans. The help of Harrison in putting into place our financial plan has been excellent and we have confidence with his guidance
Richard is always welcoming, well informed and up to date with the financial markets. I have valued his advice and am enjoying a comfortable lifestyle in my retirement.
Dealing with Sam Wicks has been a seamless experience. Knowledgeable & succinct which made the investing process easy to understand. Highly Recommend 5 Stars
We are very fortunate to have Porscha as our consultant. Very friendly, there when we need her, Happy to give excellent advice and be guided. Customer service is fantastic. Hope to continue with her services.
Dealing with Sam at Morgans is an absolute pleasure. His ability to blend serious financial advice with genuine concern and personal interest in us as clients, is superb.
Exceptional financial advisor - Trustworthy, knowledgeable and invaluable. Dealing with Suzie from Morgans Financial Limited Port Macquarie has been a game changer for me. Her expertise, professionalism and genuine care and interest has given me confidence and clarity around my financial future. She has taken the time to truly understand my goals and tailored a strategy that to only makes sense but feels achievable. What sets her apart is her ability to explain complex financial matters in a clear approachable way. She is incredibly responsive, proactive with updates and always available to answer questions no matter how small. I never feel like just another client. I feel incredibly supported, heard and truly looked after. I have total peace of mind knowing my finances are in expert hands. If your looking for a financial advisor who is honest, knowledgeable and genuinely committed to your success, I can't recommend Suzie more highly enough.
Financial advisers & planners in Port Macquarie compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Port Macquarie are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Pentagon Wealth - Port Macquarie | ★ 5,0 | 40 | No |
| 2 | Smarter Financial & Insurance Solutions | ★ 5,0 | 28 | No |
| 3 | Coastal Advisory Australia - Port Macquarie | ★ 5,0 | 20 | No |
| 4 | Berry Financial Services | ★ 5,0 | 13 | No |
| 5 | Morgans Financial Limited - Port Macquarie (this page) | ★ 4,9 | 14 | No |