Morgans Port Macquarie

21/07/2026

For 30 years, Morgans Port Macquarie has had the privilege of supporting clients and their families through every stage of life, from building wealth and planning for retirement to navigating unexpected challenges along the way. To mark this milestone, we are sharing Stories Over 30 Years - real experiences that reflect the long-term relationships, thoughtful planning and steady guidance that have shaped our journey.

Here is a story from Ben Hollis about culture, loyalty and calling Morgans Port Macquarie home. https://morgans.com.au/news/a-story-about-culture-loyalty-and-calling-morgans-home

27/06/2026

We're proud sponsors of Port City Breakers u12s. Congratulations to Korbyn Hyde - 100 games for Port City Breakers following in his father’s and two older siblings' footsteps. Pictured here with Partner and Senior Adviser, Michael Sheridan.

24/06/2026

23/06/2026

Earlier this month, nearly 300 guests joined Morgans Port Macquarie to mark three decades of serving the local community. It was an evening of reflection, gratitude and looking ahead.

From navigating the global financial crisis, the dot-com boom and bust, and the COVID pandemic, to becoming the largest Morgans office outside a capital city, the journey has been shaped by one constant focus: putting clients first.

We also heard from guest speaker Simon Kuestenmacher, who shared an engaging look at the future of Australia. His insights on demographic shifts, intergenerational wealth transfer and the importance of financial independence reinforced a clear message. With the right planning, there is real opportunity ahead.

A proud milestone for the team and the community that has supported us along the way.

Here’s to the next 30 years! Find more insights at: https://morgans.com.au/news/morgans-port-macquarie-celebrates-30-years

21/06/2026

Here is an opportunity to kick start a career in Financial Services. Share to the right person.

Launch your financial adviser career with hands-on experience, formal training and mentoring from industry professionals.

21/06/2026

For 30 years, Morgans Port Macquarie has had the privilege of supporting clients and their families through every stage of life, from building wealth and planning for retirement to navigating unexpected challenges along the way. To mark this milestone, we are sharing Stories Over 30 Years - real experiences that reflect the long-term relationships, thoughtful planning and steady guidance that have shaped our journey.

Here is a story from Sam Wicks that highlights a career built on community. https://morgans.com.au/news/a-story-about-a-career-built-on-community

12/06/2026

Last week was a special milestone for our team as we celebrated receiving the Excellence in Advice Award from Morgans Financial Limited, along with our 30-Year Celebration at the Glasshouse in Port Macquarie!

It was a fantastic evening recognising and thanking our valued clients and professional partners for the trust and support they continue to place in us.

A highlight of the night was our guest speaker Simon Kuestenmacher, who shared an engaging and insightful presentation on the demographic trends shaping Australia.

Thank you also to James Macaulay, Jeff Oates and Terri Bradford for joining us from Morgans Financial and being part of the celebration.

29/05/2026

For 30 years, Morgans Port Macquarie has had the privilege of supporting clients and their families through every stage of life, from building wealth and planning for retirement to navigating unexpected challenges along the way. To mark this milestone, we are sharing Stories Over 30 Years - real experiences that reflect the long-term relationships, thoughtful planning and steady guidance that have shaped our journey.

Here is a story from Michael Sheridan that highlights the power of long-term advice and how it can positively impact multiple generations. https://morgans.com.au/news/the-power-of-long-term-advice

12/05/2026

For 30 years, Morgans Port Macquarie has had the privilege of supporting clients and their families through every stage of life, from building wealth and planning for retirement to navigating unexpected challenges along the way. To mark this milestone, we are sharing Stories Over 30 Years - real experiences that reflect the long-term relationships, thoughtful planning and steady guidance that have shaped our journey.

Here is a story from Suzie Barnaby that highlights the value of staying calm, sticking to a long‑term strategy, and making decisions based on reason rather than panic, during volatile times. https://morgans.com.au/news/a-story-about-helping-clients-navigate-market-volatility