Financial Advisers Mackay

Your trusted financial experts helping you with financial planning, retirement, and superannuation advice.

Why choose Morgans?

Since 1989, the Morgans Mackay office has been dedicated to delivering exceptional financial advice, backed by over 50 years of combined industry experience. As an owner-managed branch within one of Australia's largest investment organisations, we offer a level of commitment, focus, and personalised service that sets us apart from larger financial planning groups.

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Financial advice tailored for you

Financial Planning

Navigate major life changes—like marriage, buying a home, or retirement with expert financial advice. We help you manage unexpected life events, such as job loss or inheritance, ensuring your wealth management strategy is secure, personalised, and designed for your long-term financial future.

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Retirement advice

Effective retirement planning balances tax efficiency, investments, and income streams from superannuation, assets, and Centrelink. We help tailor your retirement strategy to meet your financial goals, staying up to-date with the latest legislative changes to provide the best advice.

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Superannuation advice

Superannuation is one of the most tax-effective ways to save for retirement. However, understanding contributions and tax benefits can be complex. We help you maximise tax benefits and financial incentives to secure a comfortable retirement.

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What our clients say about us

“Ashley has been great to deal with over the last couple of years, really getting to know us and our financial goals. He is very clear with information which makes the whole process easy! I would gladly recommend Ashley to anyone!”

Jordan Templer

Morgans Client

What our clients say about us

“I found Morgan's (Lindsay) to be very professional and responsive. She listens to our personal circumstances and answers all our questions to Taylor her advice to meet our needs. Highly recommend.”

Sandra Morris

Morgans Client

What our clients say about us

“I have been a client of Joe's for almost 5 years. Thanks to Joe's amazing advice, my investment made enough profit to keep both my husband and I afloat during the last particularly tough year and a half thanks to Covid trapping us in different parts of the world. Joe helped me make smart investment choices based on our personal circumstances and was always very clear in explaining the benefits and drawbacks to particular choices. Joe was available and approachable whenever I needed to get in touch. I look forward to seeing our wealth grow once again in Joe's experienced hands as we can start to invest more again.”

Dannielle Feldman

Morgans Client

The Morgans difference

Backed by 20+ analysts

Backed by a team of over 20 analysts, we leverage award-winning research and industry insights to provide our clients with strategic advice. We cover over 200 ASX-listed stocks, providing broad market expertise.

Financial solutions

We craft strategies tailored to your individual goals. This includes wealth accumulation and retirement planning.

Global investor reach

Our ability to engage both domestic and international high-net-worth retail and institutional investors is a key differentiator and allows us to deliver a diverse investor mix to meet specific investment goals.