Financial Advisers Port Macquarie

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

Why choose Morgans?

Morgans Port Macquarie is one of the largest and most experienced teams of financial advisers in regional Australia. Offering services in stockbroking, financial planning, and superannuation, the firm is locally owned and managed. With over 200 years of combined experience and 40+ relevant qualifications, clients are supported by a team of senior advisers and professionals.

Find out more

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.

Find out more

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.

Find out more

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.

Find out more

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

What our clients say about us

“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.”

Jessica B

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.