Morgans Financial Limited - Townsville

We've had the pleasure of working with Mitchell, he has been so helpful and knowledgeable. He has made everything so easy to understand and I highly recommend him for anyone seeking financial advice or planning for the future.

Mitchell Dale has been a huge asset to our retirement plan. Cannot recommend him highly enough. his knowledge and communication skills have made it so easy for us to navigate superannuation and planning for the future.

Highly professional, well priced and outstanding service from Morgans Financial in Townsville. Stephen is a high character advisor with great experience.

I was apprehensive when I walked into the office. I'm unsure if I was concerned about my future retirement plans or about letting go of my old ideas about the nature of superannuation investments. From my first meeting with Mitchell, I felt at ease. It's not an exaggeration to say that I grilled him on every concern; I even rang him a few times just to clarify a couple of points. He answered every question honestly and objectively, and I sensed he was on my side. We have since built a great professional relationship, and I trust his advice. Over the following months, we built an investment strategy that met my needs. There have been a couple of market fluctuations, but because of the robustness of his strategy, I am looking forward to a prosperous retirement. I will definitely stay in touch and take their advice in the future. I know this strategy has not only saved me thousands of dollars but has positioned my retirement income for me to have a prosperous future.

I highly recommend Mitchell Dale to anyone who is seeking a personalised, ethical and professional approach to financial planning. Mitchell demonstrated his market knowledge and expertise from our very first meeting and continues to keep me updated on my portfolio. Regards Leanne

My partner Liza and myself recently met with Mitchell Dale of Morgans to discuss a financial plan for Retirment, including debt free mortgage, insurances to cover our family in various events, wills, and comfortability - living out our retirement years. Mitchell came up with an easy to follow and understand plan, that's achievable in ten years! We call it the "10-year plan" Mitchell worked many hours sorting out the plethora of paperwork and has been diligent in covering off everything we needed. Most of the costs were covered through our super, with minimal out of pocket. If you are looking for good advice, easy to understand solutions, then Mitchell Dale is your go to contact! warm regards Lee and Liza

Thank you Stephen for all you have done, your service is outstanding and second to none. Look forward to you increasing my portfolio even more.. :)