Financial Advisers Newcastle
Your trusted financial experts helping you with stockbroking, financial planning, and superannuation advice.
Why choose Morgans?
The staff of the Newcastle office have over 100 years of combined experience serving the people of the Hunter Region and beyond. Newcastle's present business was formed in 1990 when the staff of Jarden Morgan and BNZ Norths merged. Our team has combined a depth of experience and youthful energy to create Newcastle's most experienced stockbroking office and a substantial presence for Morgans.
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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Stockbroking
Whether you're a seasoned investor or just starting, we provide expert advice to help you navigate market fluctuations, select the right investments, and build a diversified portfolio. We understand that investing is not a one-size-fits-all endeavour, so our team works with you to ensure your stockbroking strategy aligns with your financial goals and evolves as your needs change over time.
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Wealth Management
Our wealth management process is designed to set and achieve both short-term and long-term financial goals. We can guide you through the process, implementing strategies that make the most of available opportunities. Including tax planning, selecting appropriate investment structures, risk minimisation, personal insurance, and building a substantial asset base to ensure your financial security.
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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.
