Morgans Financial Limited Warrnambool

26/06/2026

We were pleased to be involved in this week’s Brauer Trades Taster Program alongside the team from Sinclair Wilson Accountants & Business Advisors.

Adam enjoyed speaking with the year 9 students from Brauer College about the diverse career opportunities available in financial services, including wealth management and stockbroking. It was a great opportunity to discuss study pathways, career experiences and the many different directions a career can take.

Thank you to South West TAFE, the Neil Porter Legacy, Brauer College and Sinclair Wilson. We hope the students left feeling inspired about the opportunities that lie ahead.

Yesterday, Sinclair Wilson had the privilege of welcoming a group of Year 9 students from Brauer College as part of the Brauer Trades Taster Program, coordinated by South West TAFE with support from the Neil Porter Legacy.

The students spent time with Jeremy, Alex, Adam and Kirsty learning about the diverse career opportunities available in financial services, accounting, wealth management and stockbroking. They also enjoyed a behind-the-scenes tour of the office and the chance to ask questions about study pathways, career journeys and life in the industry.

One of the strongest messages shared today was:
"Don't be afraid to fail. Some of life's biggest lessons come from setbacks, and every experience helps shape your future."

Students also heard the importance of finding work you genuinely enjoy. Careers are long journeys, and there are always opportunities to learn, grow and change direction along the way.

A big thank you to the students and teachers from Brauer College for visiting us today. We hope the experience provided valuable insight into the many pathways available after school.

Neil Porter Legacy
South West TAFE

02/06/2026

Is 100% Australian Equities Still the Right Strategy in Retirement?

For many Australian retirees, particularly SMSF trustees, a portfolio built around direct Australian equities has been the cornerstone of wealth creation for decades. Blue-chip stocks, reliable dividends, franking credit refunds, and the familiarity of household-name companies have made it a formula that's hard to argue with.

And to be clear: it's worked. Australian equities have delivered strong long-term returns, and for investors who've held quality companies through multiple cycles, the results speak for themselves.

But retirement isn't a single financial stage, it's a sequence of them. And the strategy that built the wealth isn't always the same one best suited to sustaining it.

Read the full article: https://morgans.com.au/news/is-all-equities-the-right-retirement-strategy

Is 100% Australian shares still right for your SMSF in retirement? Explore sequencing risk, franking credits and diversification with Morgans Warrnambool.

21/12/2025

Yesterday’s Leila Rose Foundation Arvo on the Greens was a hit! Great swings, great company and all for a truly great cause. ⛳️🏌️‍♂️

The rain tried its best, but nothing could dampen the spirit of this well organised event. ☔️

04/12/2025

Adam getting into the swing of things for The Leila Rose Foundation - Arvo on the Greens ⛳️

We’re proud to be sponsoring this local fundraiser supporting families and children affected by rare childhood cancer.

Chris and Adam will be teeing off on the 21st of December at the Warrnambool Golf Club. 🏌️‍♂️