Morgans Financial Limited - Port Macquarie - Port Macquarie, New South Wales

Dina H.

My husband & myself have been clients of Morgan's for some years now. And while most of the time we have corresponded with Suzi, with our needs & requirements, we have recently met Harrison. As we live some distance away, most of our interactions are by email &/or phone. Never once have we felt that Morgan's did not have our best interest at heart.
Initially, it was with Suzi, that we had our chats, but Harrison came into our world last year, & though he may sound young on the phone, meeting him in person recently, he was surprisingly conversant with the industry, & intuited what we felt we needed, with our investments.
So, we are more than happy to recommend Morgan's for your money matters.

Margaret M.

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.

Margaret M.

My husband and I have been clients of Morgans Financial for over 35 years. Five and a half years ago my husband passed away but the reports and the support continued and I cannot imagine how difficult it would have been without the support I received from Sam Wicks from Morgans. The communication and reports always come to me and passed to my accountant as well. Morgans also communicate with my accountant when and if necessary. When my husband passed away, Sam Wicks from Morgans guided me and my accountant through all of the changes that were necessary to ensure the results we wanted to achieve. Since then, I have constant communication to make sure that my portfolio is suitable and up to date for my requirements and I receive wonderful service from the "front desk" right through the organisation. There is always a person to advise on any matters relating to my situation. I highly recommend Morgans Financial.

Debbie Y.

I have recently retired, and as my family has been using Morgens for many years, I also decided to have them help me plan my self-funded superannuation.
I started working with Michael Sheridan; to achieve this, I have always found Michael to be friendly, knowledgeable, and very professional in all my and my families dealings with him, and I value his experience and have found that nothing is ever a problem.
I have and will continue to refer him to my friends and acquaintances as his guidance is invaluable to me and will continue to be so.

Robert M.

My wife and myself are extremely happy with the amazing service Greg Harris and his team at Morgans in Port Macquarie provide us. I would recommend anyone looking for financial advice to speak with Greg and his team the service and support they provide is first class.
Rob Moorehead

Chris V.

Always informative, objective, sympathetic and positive. Love the visits to the office and there is a sense of security that feel I have gained when I walk away from the office meeting or catch up.

Jessica B.

I highly recommend the team at Morgans Port Macquarie, they listened to my objectives, offered a number of solutions that met my risk appetite and wealth goals. I chose Port Macquarie despite being based in Sydney as I didn’t want a big corporate, the team are as professional and knowledgeable as you will find and they genuinely cared about my needs. They are flexible about travelling to meet you face to face or via videoconference and worked around my hours.

Karen S.