Morgans Financial Limited - Port Macquarie

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.

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.

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.

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.

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.