MOR Financial Planners
About the company
MOR Financial Planners is a financial advisory practice based in Ballarat, Victoria. The practice operates as a team of financial planners and is licensed by MORPLAN Pty Ltd ATF Morplan Trust, trading as MOR Financial Planners. MORPLAN Pty Ltd holds Australian Financial Services Licensee 530260. Services include superannuation, investments, retirement planning, risk insurances and estate planning.
What customers say
Based on genuine customer reviews
MOR Financial Planners provides financial advice and consulting, with clients describing a smooth and painless transition to retirement. Staff are pleasant and helpful throughout, and meetings are professional and friendly, with clients feeling respected and valued as individuals. One household that had recently returned from overseas reports a seamless shift, and another has relied on the practice since 2016, suggesting relationships that continue over several years. Concerns and needs are listened to as part of the planning process.
Reviews
Reviews are taken from publicly available sources.
We have used MOR Financial Planners since 2016 to help us transition to retirement. It was a smooth and painless experience especially as we had just returned from overseas. The staff are always very pleasant and helpful. We would highly recommend MOR to anyone needing financial advice and help,
MOR Financial Planners have listened to our concerns and needs and provided professional and friendly service that has aided our seamless transition to retirement. We have always felt valued as people and treated with respect in all our meetings.
Financial advisers & planners in Ballarat compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Ballarat are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Butler Chartered Accountants & Financial Planning | ★ 5,0 | 12 | No |
| 2 | Woodward Nhill Financial Planning | ★ 5,0 | 4 | No |
| 3 | Viridian Advisory Ballarat | ★ 5,0 | 3 | No |
| 4 | MOR Financial Planners (this page) | ★ 5,0 | 2 | No |
| 5 | Blue Financial Ballarat | Retirement Planning | ★ 4,9 | 56 | No |